Account Growth Coordinator; Network IMO

Overview

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees  passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The Account Growth Coordinator (NIMO) supports the Account Growth Manager (NIMO) and VP, National Accounts, and serves as a customer-facing point of contact, working directly with Network IMO agents with a focus on proactive communication to provide a first-class customer experience. The Account Growth Coordinator (NIMO) assists in achieving the established production, growth, and profitability goals. This is a high-growth position that offers the ability to learn and master many skills, including account management and growth, and business development.

Some tasks may include; new agent onboarding, assisting with agent questions and concerns, placing outbound calls to promote the placement of pending business, and running data reports as requested.

• Serve as a key contact for assigned Network IMO agents, keeping our customer at forefront of all discussions.
• Correspond effectively, using proper grammar and spelling, with our Network IMO agents, within the department, with internal partners, vendors, and other administrative service departments to assist in problem resolution, expediting business, and/or escalate to management for further handling.
• Promote L&G products and programs to assigned Network IMO’s and their agents, network marketing distribution and their staff to include leadership, sales, marketing, operations and technology teams. Train and onboard agents and other staff during initial launch and ongoing training. Maintain all contact lists for Network IMO accounts and cultivate strong relationships to advance LGA positioning
• Achieve all internal and client deadlines to ensure successful implementation of key programs
• Proactive communication with our newly appointed Network IMO agents, ensuring they are successfully onboarded. Continued follow-up proactive communication to scaled production and business written by Network IMO agents.
• Work in collaboration with Network IMO channel leaders to assess new opportunities of distribution relationships. Work in tandem with the Account Growth Manager (NIMO) to onboard, train and launch new Network IMO and related distribution relationships.
• Work in close collaboration with Account Growth Manager (NIMO) and VP, National Accounts (NIMO) to monitor business inventory of issued and pending policies, proactively sharing information with agencies with a focus on improving placement.
• As required, serve as liaison and escalation resource for agencies, connecting and facilitating hand-off to appropriate key contacts in other departments.
• Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.
• Process all other duties as assigned by department management

Education Some college preferred

Experience/Knowledge 1-3 years of life insurance, or related field, experience; 1-3 years experience in a customer service-related position with telephone experience; 1+ years of industry experience, with at least 1 year in a customer contact sales role;
Understanding of life insurance distribution channels and business models;
Understanding of life insurance underwriting and operational management practices

Skills

Strong interpersonal skills to establish relationships with sources of intelligence within the company, the industry and within the Digital Distribution channel;
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