INSURANCE AND FINANCIAL REPRESENTATIVE
Responsibilities
  • Market and sell life, disability, and long-term care insurance, as well as annuity products
  • Establish lasting relationships with clients all over the country to help meet their financial objectives
  • Cross-sell other company products as needed
  • Maintain and grow business through aggressive product sales, up-selling, and renewals
  • Generate and report activities, progress, and strategies
  • Perform other related duties as assigned or required

Qualifications
  • Minimum of 1 year experience in sales or insurance
  • Possess or be willing to obtain state life insurance license
  • Bachelor's degree preferred, but not required
  • Prefer prior experience in financial or insurance product sales (life, disability, property and casualty, other, etc.)

Have questions? Email [email protected]
CASE MANAGER
Responsibilities
  • Review/resolve discrepancies in submitted applications (returning incomplete documents to account manager or agent for completion)
  • Submit applications to carriers for review
  • Enter customer and agent data to system database
  • Order and follow up on medical exams with vendors and send updates to agents
  • Follow up with carriers on pending cases and correspond with agents on outstanding requirements
  • Perform general secretarial duties (answer phones, filing, sending emails, etc.)

Qualifications
  • Data processing experience 
  • Familiarity and proficiency with Microsoft Word, Excel, Outlook, and Adobe PDF Reader (or equivalent)

Have questions? Email [email protected]
REGIONAL ACCOUNT MANAGER
Responsibilities
  • The regional account manager is responsible for developing regional business plans that achieve and exceed sales targets for their assigned territory.
  • Continuously analyzes territories to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc.) accordingly.
  • Builds and maintains strong relationships with agents in order to establish and achieve sales targets.
  • Serves as the initial contact for problem resolution.
  • Researches accounts and/or elevates issues to solve problems.
  • Leads or coordinates training, webcasts, and conference calls for Agents or staff.
  • Actively manages informal/formal applications to maximize placement and production.
  • Organizes and maintains orderly files on all customers.
  • Reports sales activity and production as required.
  • Maintains successful relationships with TOPO Case Managers.
  • Uses the CRM to track all agent and case details and interactions.
  • Maintains ongoing knowledge on industry trends, UW regulations, advanced marketing concepts, and company products.
  • Consistently looks for “value adds” through service and selling ideas.
  • Keeps an ethical and compliant region.

Qualifications
  • Minimum of 1 year experience in sales or insurance
  • Possess or be willing to obtain state life insurance license
  • Bachelor's degree preferred, but not required
  • Prefer prior experience in financial or insurance product sales (life, disability, property and casualty, etc.)​

Have questions? Email [email protected]​