Discount Brokerage Operations Manager jobs in Alabama

Insurance Account Manager

OneSource Brokerage, a Birmingham based insurance brokerage general agency (BGA) specializing in disability and long-term care insurance, is looking for a full-time Account Manager to act as a liaison between our financial advisors, partner agencies, and the insurance companies we represent.

The Account Manager will work with our advisors and insurance company partners in all aspects of the sales and implementation process for the disability and long-term care insurance solutions we support. The ideal candidate is a hard-working professional who will prioritize maintaining client relationships through excellent and detailed customer service.

Key Responsibilities:

·Perform all tasks under the guiding philosophy of providing outstanding service to our clients

·Case Design & Sales Support: You will support our advisors in all aspects of the sales process including Answer incoming communications in a timely manner, providing professional sales-oriented information (product information, illustrations, forms and marketing materials).

·Subject Matter Expert: You will develop the ability to understand and maintain knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems.

·Facilitating Case Movement: Your role is pivotal in insuring that insurance cases move efficiently through the underwriting process. You will actively coordinate with underwriters, medical professionals, contracting and licensing departments, and other relevant parties to facilitate timely decisions on applications.

·Take the Initiative: Our role is not merely to act as a go between. You will actively find ways to overcome obstacles, objections, and work to solve issues without having to burden our advisors with additional requirements. We serve them.

·Approval Focus: Above all, you will be dedicated to being the driving force behind the approval of insurance cases. Your attention to detail, proactive approach, and dedication to our advisors’ success will be instrumental in helping clients secure the coverage they need.

·Proactively undertake any duty in service of the success of our company and mission.

Technical Knowledge and Understanding:

·Ability and willingness to support team in accomplishing team goals

·Ability to work simultaneously with multiple computer systems

·Strong verbal and written communication skills

·Strong attention to detail with ability to organize, prioritize, and manage multiple tasks and deadlines

·Ability to deal with sensitive and confidential data

·Strong negotiation and decision-making skills

·Proficiency with Microsoft Office including Word, Excel, Outlook

Education and Experience:

·Bachelor’s Degree or High School Diploma and 2 years of equivalent work experience in financial services

·Life & Health License or willing to obtain within 180 days of employment

Ideal Candidate

·Sales support experience with health-based insurance products (Life, Disability, LTC, etc.)

·Extensive knowledge about Individual Disability insurance products

·Experience working with BGA’s, IMO’s, and Insurance Carriers

Employee Benefits
- Competitive salary based on experience
- Comprehensive benefits package including health insurance, life & disability insurance, dental & vision insurance,
- Paid time off for vacation, sick leave, and holidays

If you are a motivated individual with a passion for providing exceptional customer service in the insurance industry, we encourage you to apply. Join our team as an Insurance Account Manager and take the next step in your career!

Job Type: Full-time

Pay: $35,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Preferred)

Experience:

• Life or Health Insurance: 2 years (Preferred)

Ability to Relocate:

• Hoover, AL: Relocate before starting work (Required)

Work Location: In person