American Family Insurance Agency Staff
Associate Life Agency Support Specialist (Hybrid)
American Family Insurance Agency Staff, Madison, Wisconsin, us, 53774
Overview
As an Associate Life Agency Support Specialist you will provide agents with Life sales expertise focused on various distribution channels. You will create action plans that support growth and profitability, and be responsible for conserving existing life insurance policies through proactive and reactive conservation efforts. In this Hybrid role, you will spend 50% of your time (10 days a month) working from office, proximate to one of our office locations. Locations: Madison, WI 53783; Boston, MA 02110; St. Joseph, MO 64507; Phoenix, AZ 85034; Minneapolis, MN 55305; Keene, NH 03134; Denver, CO 80014. Internal candidates are encouraged to apply and should review the internal mobility guidelines in the hybrid policy reference guide for more information on potential relocation. Position Compensation Range: $53,000.00 - $87,000.00 Pay Rate Type: Salary Note: Compensation may vary based on the job level and geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities
Guide agents on systems, products, sales process and procedures to the applicable distribution channel, throughout the sales process and assist agents in resolving issues and questions related to product issuance, underwriting, procedures or other matters requiring a high level of technical expertise. Provide the applicable distribution channel with product information, customer planning, life technical support and sales consulting assistance, including estate protection, business succession and retirement income products strategies leading to more sales. Assist in resolving issues related to product issuance, procedures or other matters requiring a high level of technical expertise. This may involve collaboration between business partners within Life and outside of Life. Seek opportunities to increase agents' product knowledge and expertise relative to Life products i.e., tax laws, legal issues, insurance environment, regulations, as it pertains to the life insurance industry. Review existing coverage and advise customers regarding policy options. Identify gaps in coverage and advise the customer of their risks; recommend additional coverage as needed and suggest cost-saving options. Initiate and maintain positive relationships with the applicable distribution channel to promote life insurance sales. Interpret the point of view of our customers and suggest courses of action based on feedback. Assist management and staff with implementing and/or revising processes and practices to promote and deliver a superior customer experience. Maintain a high level of knowledge of competitive insurance product developments and procedures. Analyze competitor strategies, programs and products and propose enhancements to complement the competitive position of our agents and company. May be requested to complete other assignments or participate in projects based upon skills, achievements, or experience. Specialized Knowledge, Skills, and Education Requirements
Demonstrated experience providing customer-driven solutions, support or service. Demonstrated experience in a sales environment. Solid knowledge and understanding of insurance industry. Demonstrated experience with PC software applications. Solid knowledge and understanding of Life Insurance products. Travel Requirements
Up to 10% travel. Insurance License Options
Life insurance producer licenses for all operating and/or service states must be obtained within 60 days of hire. Chartered Life Underwriter Designation (CLU) must be obtained within a year of accepting this position. Physical Requirements
Work that primarily involves sitting/standing. Additional Information
Offer to selected candidate will be made contingent on the results of applicable background checks. Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions. Sponsorship will not be considered for this position unless specified in the posting. We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email AskHR@AmFam.com to request a reasonable accommodation. #LI-HS2
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As an Associate Life Agency Support Specialist you will provide agents with Life sales expertise focused on various distribution channels. You will create action plans that support growth and profitability, and be responsible for conserving existing life insurance policies through proactive and reactive conservation efforts. In this Hybrid role, you will spend 50% of your time (10 days a month) working from office, proximate to one of our office locations. Locations: Madison, WI 53783; Boston, MA 02110; St. Joseph, MO 64507; Phoenix, AZ 85034; Minneapolis, MN 55305; Keene, NH 03134; Denver, CO 80014. Internal candidates are encouraged to apply and should review the internal mobility guidelines in the hybrid policy reference guide for more information on potential relocation. Position Compensation Range: $53,000.00 - $87,000.00 Pay Rate Type: Salary Note: Compensation may vary based on the job level and geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities
Guide agents on systems, products, sales process and procedures to the applicable distribution channel, throughout the sales process and assist agents in resolving issues and questions related to product issuance, underwriting, procedures or other matters requiring a high level of technical expertise. Provide the applicable distribution channel with product information, customer planning, life technical support and sales consulting assistance, including estate protection, business succession and retirement income products strategies leading to more sales. Assist in resolving issues related to product issuance, procedures or other matters requiring a high level of technical expertise. This may involve collaboration between business partners within Life and outside of Life. Seek opportunities to increase agents' product knowledge and expertise relative to Life products i.e., tax laws, legal issues, insurance environment, regulations, as it pertains to the life insurance industry. Review existing coverage and advise customers regarding policy options. Identify gaps in coverage and advise the customer of their risks; recommend additional coverage as needed and suggest cost-saving options. Initiate and maintain positive relationships with the applicable distribution channel to promote life insurance sales. Interpret the point of view of our customers and suggest courses of action based on feedback. Assist management and staff with implementing and/or revising processes and practices to promote and deliver a superior customer experience. Maintain a high level of knowledge of competitive insurance product developments and procedures. Analyze competitor strategies, programs and products and propose enhancements to complement the competitive position of our agents and company. May be requested to complete other assignments or participate in projects based upon skills, achievements, or experience. Specialized Knowledge, Skills, and Education Requirements
Demonstrated experience providing customer-driven solutions, support or service. Demonstrated experience in a sales environment. Solid knowledge and understanding of insurance industry. Demonstrated experience with PC software applications. Solid knowledge and understanding of Life Insurance products. Travel Requirements
Up to 10% travel. Insurance License Options
Life insurance producer licenses for all operating and/or service states must be obtained within 60 days of hire. Chartered Life Underwriter Designation (CLU) must be obtained within a year of accepting this position. Physical Requirements
Work that primarily involves sitting/standing. Additional Information
Offer to selected candidate will be made contingent on the results of applicable background checks. Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions. Sponsorship will not be considered for this position unless specified in the posting. We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email AskHR@AmFam.com to request a reasonable accommodation. #LI-HS2
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