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Annuity Case Manager

Insurance Agency Marketing Services, Inc. locationElkhorn, NE
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3 positions
3 positions
info linkReport a probelm Originally Posted : September 20, 2021 | Expires : October 20, 2021


Job Type
Full-time Employee Show Shift
Hourly Wage, Varies
Skills Awareness
The company selected specific skills needed for this job
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Skills Awareness
The company selected specific skills needed for this job
Contract Administration
Customer Service
Document Processing
Editing and Proofreading
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Contact Details
Name Lisa Heuring
Address 505 N 210th Street
City, State and Zip Elkhorn, NE 68022
Phone 402-330-7096
FAX 402-330-7296
Job Location
Elkhorn, NE, United States


Annuity Case Manager

Insurance Agency Marketing Services is a 35 year old company that is looking to expand its administrative department. To be successful an individual must be an excellent communicator, capable of critical thinking and problem solving. This position requires a dedicated individual with an energetic, goal oriented personality. Insurance service background is a must. This applicant must be willing to learn and advance in a career. The working environment is business casual and team oriented.

Duties and responsibilities:

  • Assist account representatives in their day to day activities: This would include working with insurance professionals to insure that they have forms, information and sales proposals needed to complete sales; working with various companies to insure that the issue process is proceeding adequately and communicating between the two.
  • Process Life New Business - Review new business applications, enter into database files and keep track of marketing credits on the conversion charts.
  • Maintains data files and documents, answers telephone calls and email inquiries, composes reports, presentations and materials.
  • Builds/Maintains strong and effective relationships with producers.
  • Manages special projects.
  • Provides data entry for various ongoing daily and monthly reporting.
  • Performs other duties as assigned.

Requirements of a Qualified Candidate:

  • Self-motivated.
  • 1- 2 years experience in insurance is preferred.
  • Demonstrate problem-solving and decision-making skills.
  • Should have a basic working knowledge of Microsoft Word, Access, Excel and PowerPoint.
  • Must be able to work independently while maintaining a team relationship.
  • Excellent verbal, written and listening skills are required.
  • Must possess excellent time management skills.
  • Must possess above average talent for handling multiple high priority tasks.
  • College Education is preferred but not required.

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providedProvided by company
Full-time Employee

Insurance Agency Marketing Services, Inc.

3 active jobs
locationElkhorn, NE
locationElkhorn, NE
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