Now Hiring - Insurance Lead Sales Analyst in Irvine, CA

If you want a career that’s challenging, exciting and loaded with growth opportunities, being a Lead 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 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.
• Work Direction: Direct and control the work activities of support personnel assigned to the office to include establishing priorities, organizing and monitoring workflow and training.
• Sales Development: Partner with sales personnel to generate proposals, participate in negotiations and close sales.
• 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. Deliver policies and certificates received from Home Office to the policyholder. 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 occassion may need to hand deliever).
• 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.

ABOUT YOU:

• Thorough knowledge and understanding of Group Operation procedures for underwriting and rating.
• Working knowledge of competitor products and services.
• Effective communication and human relations skills.
• Personal computer skills, including a working knowledge of various software packages, and excellent typing, spelling, and grammar skills.
• Thorough understanding of the laws governing the insurance industry.
• Ability to travel and a valid driver's license.
• 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.
• Must be located in United States or Puerto Rico.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

VALUABLE EXPERIENCE:

• 2-3 years of experience in the insurance industry.
• Licensed agent or actively pursuing appropriate licenses.

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 500 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.
• Regular associates working 40 hours a week can earn up to 15 days of vacation each year
• Regular associates receive 9 paid holidays in 2023
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 56 hours of personal time in 2023, prorated based on start date.
• Salary Range: Minimum: $61,765 MidPoint: $80,093 Maximum: $98,420
• Pay commensurate with experience.
• Recognized as a certified Great Place to Work®.

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, 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.