Sales Coordinator - Scottsdale, United States - Mutual of Omaha

Description

**Sales Coordinator - Scottsdale, AZ**

**Location:** Arizona

**Work Type:** Full Time Regular

**Job No:**

**Categories:** Customer Service, Administrative/Support, Analytics/Data Science

**Application Closes:** Open Until Filled

Sales Support: Provide sales support to Sales staff members as assigned. Proactively manage quote activity and broker processes, and develop relationships with broker partners to help achieve sales goals. May make periodic visits with sales representatives to assist with Finalist Presentations, Enrollment meetings, and 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" by the RGM/Rep.

Proposals: Receive RFPs from brokers, consultants and agents, enter RFP into GSAP. Prepare proposals, follow-up with requests to ensure a timely response, and review written proposals prior to presentation. Forward to group client for review.

Rating: Quote premium rates for all group insurance products. Throughout sales process, coordinate with underwriting to determine appropriate rate, and make revisions as necessary. Complete other case processing including Broker of Record entry, revisions, commission changes, and other applicable tasks within the sales process for both new and inforce groups.

Sold Cases and Enrollments: Following the close of a sale, coordinate installation process by partnering with appropriate parties, using appropriate systems and ensure accuracy of paperwork (including master application). Manage supplies and materials required for Enrollment, to include voluntary cases. Review booklets and materials received from Home Office for accuracy and assemble for delivery to policyholder (on occasion may need to hand deliver).

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 requiring immediate attention. May perform office support functions such as greeting visitors, answering telephone calls and directing to appropriate person, handling invoices, processing conversion requests, office expense reporting, office time reporting, scheduling meetings and appointments, coordinating travel plans, and maintaining office files, supplies and equipment.

This job posting is reflective of the Sales Analyst essential functions, qualifications, and physical requirements. The Sr Sales Analyst 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.

You are able to work remotely and have access to high-speed internet.

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

Salary Range: Minimum: $ $28.00/hour

A diverse workplace where associates feel a sense of belonging. To learn more about our commitment of Diversity, Equity and Inclusion, please visit our

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

Pay commensurate with experience.

Recognized as a certified .

**MUTUAL OF OMAHA:**

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, youll have the tools to be your best self at work. Here youll 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 companys 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.

Assist Sales staff and provide operational support to contribute to the achievement of sales goals, growth, and profit for the sales office and for the Companies. **WHAT YOU'LL DO:**

**ABOUT YOU:**

**WHAT WE CAN OFFER YOU:**

For inquiries about the position or application process, contact our HR Helpline at

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 We are available Monday through Friday 7 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.

Circa