Sales Analyst/ Sr Sales Analyst - Irvine, CA
Company: Mutual of Omaha
Location: Irvine
Posted on: January 12, 2021
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Job Description:
If you want a career thats 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, youll 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 companys 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 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"* Proposals - Review RFPs from
brokers, consultants and agents. Prepare proposals and forward to
stakeholders. Follow-up on requests to ensure timely responses*
Rating - Underwrite and quote premium rates for: life and long-term
disability cases, which are generally under 500 lives, and dental,
vision, and short-term disability cases, which are typically under
100 lives. Coordinate with underwriting to determine appropriate
rate and make revisions as necessary. Complete other case
processing including Broker of Record entry, revisions, commission
changes, etc.* Sold Cases and Enrollments - Monitor the close of
sales. 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 sometimes need 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 maintain office files,
supplies and equipmentThis 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.ABOUT YOU:* 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 skillsVALUABLE EXPERIENCE:* Licensed agent or actively
pursuing appropriate licensesWHAT WE CAN OFFER YOU:* A diverse
workplace where associates feel a sense of belonging* A
organization that feels like a small, close-knit community and has
the strength of a Fortune 500 company* Tuition reimbursement,
training and career development* Competitive salary, incentives,
401(k), flexible work schedules and a healthy amount of time
offMUTUAL 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.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 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.
Keywords: Mutual of Omaha, Irvine , Sales Analyst/ Sr Sales Analyst - Irvine, CA, Professions , Irvine, California
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