Sales Coordination & Marketing Assistant - Chicago, IL
Location: Illinois Work Type: Full Time Regular Job No: 500381 Categories: Customer Service, Administrative/Support, Marketing/Communications, Project Management/Business Analyst, Analytics/Data Science Application Closes: Open Until Filled
If you want a career that’s challenging, exciting and loaded with growth opportunities, being a Sales Analyst at Mutual of Omaha may be a great fit. As a liaison between our sales staff, brokers and home office business partners, you’ll provide a broad range of operational support. This includes managing quote activity from brokers, coordinating RFP proposals, developing sales presentations, ensuring state compliance and numerous administrative duties. This role will have a meaningful impact on achieving the company’s goals.
So, if you have the power to excel in a fast-paced environment, and strive for operational excellence, combine your power with ours and see how far you can go.
WHAT YOU'LL DO:
Sales Support – Provide sales support to sales staff as assigned. Proactively manage quote activity and broker processes. Develop relationships with broker partners to help achieve sales goals. May make periodic visits with sales representatives to assist with finalist presentations, enrollment meetingsand new client meetings. Serve as a liaison for sales staff, brokers, and home office business partners. Additional sales support/development may be assigned "as requested"
Proposals–Review RFPs from brokers, consultants and agents. Prepare proposals and forward to stakeholders. Follow-up on requests to ensuretimely responses
Rating–Underwrite and quote premium rates for: life and long-term disability cases, which are generally under 500 lives, and dental and short-term disability cases, which are typicallyunder 100 lives. Coordinate with underwriting to determine appropriate rateand make revisions as necessary. Complete other case processing including Broker of Record entry, revisions, commission changes, etc.
Sold Cases and Enrollments – Monitor the close ofsales. Coordinate installation process by partnering with appropriate parties, using appropriate systems to ensure accuracy of paperwork (including master application). Manage supplies and materials required for enrollment, including voluntary cases. Review booklets and materials received from the home office for accuracy, then assemble for delivery to policyholders (materials may sometimesneed to be hand delivered)
Product and Industry Knowledge – Ensure compliance of state insurance department regulations. Remain abreast of industry trends and product knowledge
Office Support – May open, screen, and distribute mail, identifying and ensuring proper disposition of correspondence needing immediate attention. May perform office support functions such as greeting visitors, answering/directing phone calls, handling invoices, processing conversion requests, office expense reports and office time reports. Schedule meetings and appointments, coordinate travel plans, and maintainoffice files, supplies and equipment
This job posting is reflective of the Sales Analyst essential functions, qualifications, and physical requirements. The Senior level has variable essential functions, qualifications and physical requirements. Competency and skill set will determine level of placement within the posted job family.
You help promote a culture of diversity and inclusion within the department and the larger organization. You value different ideas and opinions. You listen courageously and remain curious in all that you do.
Knowledge and understanding of Group Operation procedures for underwriting and rating
Effective communication and human relations skills
Proficient personal computer skills, including a working knowledge of various software packages, and excellent typing, spelling, and grammar skills
Understanding of the laws governing the insurance industry
Must be located in United States or Puerto Rico.
WHAT WE CAN OFFER YOU:
A diverse workplace where associates feel a sense of belonging. To learn more about our commitment of Diversity, Equity and Inclusion, please visit our website
An organization that feels like a small, close-knit community and has the strength of a Fortune 300 company.
Tuition reimbursement, training and career development.
Comprehensive benefits plan that includes medical, dental, vision, disability and life insurance.
Flexible spending accounts for healthcare and childcare needs.
401(k) plan with a 2% company contribution and 6% company match.
Competitive pay with an opportunity for incentives for all associates.
Flexible work schedules with a healthy amount of paid time off.
For more information regarding available benefits, please visit our Career Site.
Mutual of Omaha serves more than 4.8 million individual product customers and 39,000 employer groups. Our legacy of stability creates an environment where every associate is encouraged to experiment, innovate and grow in their own unique career path.
From day one, you’ll have the tools to be your best self at work. Here you’ll do meaningful work and your talents will have a positive impact on peoples’ lives as we help our customers protect what they care about and achieve their financial goals.
Each associate is a unique contributor to creating a diverse, dynamic, thriving and inclusive workplace. We want you to become engaged … feel a sense of belonging … and contribute to the company’s exceptional future.
We are committed to optimizing flexible work. We support a full range of work approaches: fully remote, hybrid and in-person. Many of our roles are remote. Employees in remote roles may occasionally travel to a Mutual of Omaha office or elsewhere for required meetings or team-building events. Remote employees who are assigned a Mutual of Omaha office location can work on-site on a voluntary basis, subject to local and company COVID-19 guidelines.
Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER.
For inquiries about the position or application process, contact our HR Helpline at 1-800-365-1405.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-800-780-0304. We are available Monday through Friday 7:00 am to 4:30 pm CST we will reply within 24 hours.
Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.