Sales Office Assistant jobs in United States
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Mutual of Omaha · 6 hours ago

Sales Office Assistant

Mutual of Omaha specializes in delivering exceptional client service and innovative solutions. They are seeking a motivated individual to join their Sales team as a Sales Office Assistant, where the role involves managing quote activities, preparing proposals, and ensuring compliance with industry regulations.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
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Responsibilities

Be the driving force behind our Sales team's success. Proactively manage quote activities, develop relationships with broker partners, and contribute to achieving ambitious sales goals
Take charge of the proposal process. Receive and manage RFPs, prepare compelling proposals, and ensure timely responses. Your attention to detail will make our presentations stand out
Dive into life and long-term disability cases. From underwriting to quoting premium rates, you'll be a pivotal part of the sales process, ensuring accuracy and appropriateness
Coordinate the installation process, partnering with various stakeholders to ensure seamless transitions. Your dedication ensures accuracy in paperwork and client satisfaction
Keep abreast of industry trends, product knowledge, and ensure compliance with State Insurance Department regulations. Your expertise will be crucial in maintaining our reputation for excellence

Qualification

ExcelProposal ManagementUnderwritingCommunicationTech SavvyDiversityInclusionAttention to Detail

Required

Proficient in Excel, Word, and various software systems
Typing, spelling, and grammar skills are second nature
Ability to communicate effectively, both verbally and in writing
Ability to work at our home office located in Irvine, CA office, in a hybrid environment
Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously

Preferred

Be ready to embark on a journey of learning and growth
Understand the nuances of the proposal process
Dive into the insurance industry
Be a self starter

Benefits

401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays.

Company

Mutual of Omaha

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Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals.

Funding

Current Stage
Late Stage

Leadership Team

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David A. Diamond
EVP, CFO and Treasurer (Retired)
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Brian Poppe
SVP, Income and Wealth Planning
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Company data provided by crunchbase