Mutual of Omaha is seeking a Sales Office Assistant to support their Sales team by preparing key information for client proposals. The role involves managing the proposal process, developing relationships with broker partners, and ensuring smooth implementation of sales activities.
Responsibilities
- Be the driving force behind our Sales team's success. Proactively manage quote activities, develop relationships with broker partners, and contribute to achieving ambitious sales goals
- Take charge of the proposal process. Receive and manage RFPs, prepare compelling proposals, and ensure timely responses. Your attention to detail will make our presentations stand out
- Dive into life and long-term disability cases. From underwriting to quoting premium rates, you'll be a pivotal part of the sales process, ensuring accuracy and appropriateness
- Coordinate the installation process, partnering with various stakeholders to ensure seamless transitions. Your dedication ensures accuracy in paperwork and client satisfaction
- Keep abreast of industry trends, product knowledge, and ensure compliance with State Insurance Department regulations. Your expertise will be crucial in maintaining our reputation for excellence
Skills
- Proficient in Excel, Word, and various software systems
- Typing, spelling, and grammar skills are second nature
- Ability to communicate effectively, both verbally and in writing
- Ability to work at our home office located in Conshohocken, PA in a hybrid environment
- Be ready to embark on a journey of learning and growth
- Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously
Benefits
- 401(k) plan with a 2% company contribution and 6% company match.
- Work-life balance with vacation, personal time and paid holidays.
Company Overview
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