Account Growth Coordinator

Account Growth Coordinator (NIMO)

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.

We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.

By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

The Account Growth Coordinator (NIMO) supports the Account Growth Manager (NIMO) and VP, National Accounts, and serves as a customer-facing point of contact, working directly with Network IMO agents with a focus on proactive communication to provide a first-class customer experience. The Account Growth Coordinator (NIMO) assists in achieving the established production, growth, and profitability goals. This is a high-growth position that offers the ability to learn and master many skills, including account management and growth, and business development.

Some tasks may include; new agent onboarding, assisting with agent questions and concerns, placing outbound calls to promote the placement of pending business, and running data reports as requested.

• Serve as a key contact for assigned Network IMO agents, keeping our customer at forefront of all discussions.
• Correspond effectively, using proper grammar and spelling, with our Network IMO agents, within the department, with internal partners, vendors, and other administrative service departments to assist in problem resolution, expediting business, and/or escalate to management for further handling.
• Promote L&G products and programs to assigned Network IMO's and their agents, network marketing distribution and their staff to include leadership, sales, marketing, operations and technology teams. Train and onboard agents and other staff during initial launch and ongoing training. Maintain all contact lists for Network IMO accounts and cultivate strong relationships to advance LGA positioning
• Achieve all internal and client deadlines to ensure successful implementation of key programs
• Proactive communication with our newly appointed Network IMO agents, ensuring they are successfully onboarded. Continued follow-up proactive communication to scaled production and business written by Network IMO agents.
• Work in collaboration with Network IMO channel leaders to assess new opportunities of distribution relationships. Work in tandem with the Account Growth Manager (NIMO) to onboard, train and launch new Network IMO and related distribution relationships.
• Work in close collaboration with Account Growth Manager (NIMO) and VP, National Accounts (NIMO) to monitor business inventory of issued and pending policies, proactively sharing information with agencies with a focus on improving placement.
• As required, serve as liaison and escalation resource for agencies, connecting and facilitating hand-off to appropriate key contacts in other departments.
• Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.
• Process all other duties as assigned by department management
• Travel to distribution events, conferences or trainings as needed.
• Collaborate cross-departmentally with stakeholders across business units to resolve or escalate agent issues.
• Provide daily reporting to distributor partners as needed.
• Work collaboratively with colleagues within the team to spread phone and email workload appropriately.
• Provide concierge service as needed to key distribution relationships.
• Assist Network IMO leaders with trainings to field agents.
• Escalate trending issues and concerns to the Network IMO leadership

Education

Some college preferred

Experience/Knowledge

• 1-3 years of life insurance, or related field, experience
• 1-3 years experience in a customer service-related position with telephone experience
• 1+ years of industry experience, with at least 1 year in a customer contact sales role
• Understanding of life insurance distribution channels and business models
• Understanding of life insurance underwriting and operational management practices

Skills

• Strong interpersonal skills to establish relationships with sources of intelligence within the company, the industry and within the Digital Distribution channel
• Customer Service focused
• Detail oriented and high tolerance for repetitive tasks
• Ability to communicate with all levels within the organization
• Ability to manage multiple…