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Legal & General America · 1 week ago

Account Growth Coordinator (Network IMO)

United States

Full-time

Remote

Entry Level

$48K/yr - $58K/yr

1+ years exp

Legal & General America is a recognized market leader in term life insurance, dedicated to transforming its business through innovation and technology. The Account Growth Coordinator (NIMO) will support the Account Growth Manager and serve as a customer-facing point of contact for Network IMO agents, focusing on proactive communication to enhance customer experience and assist in achieving production and growth goals.

ConsultingFinancial ServicesInsuranceLegalLife Insurance

Comp. & Benefits

Responsibilities

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

Qualification

Life insurance experienceCustomer service experienceAccount managementCommunication skillsDetail orientedInterpersonal skillsProject managementTeamworkWork ethic

Required

Some college preferred

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

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 projects with focus on individual delivery dates

Ability to work independently and within a team environment

Strong work ethic, initiative, and the ability to accept full ownership of responsibilities

Ability to telecommute from primary residence

DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps