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Renewal Executive - Charlotte, NC

Company: Mutual of Omaha
Location: Wilmington
Posted on: November 8, 2019

Job Description:

Contributes to the generation and retention of Group Insurance premium income through the attainment of specific persistency and renewal targets that align with divisional and office goals. Essential Job Functions: - Renewals - Presents, explains, and sells the renewal, including rate increase targets, through presentation of a renewal package that aligns with company objectives. Attains set persistency and renewal targets. Consults with the client on specific plan design needs. - Business Planning - Proactively and collaboratively works with office manager to plan upcoming renewals and strategies in an effort to attain divisional, office and individual targets and goals. - Negotiation - Evaluates and understands case demographics for the purpose of negotiating current and renewal rates with underwriting and/or broker and/or client in order to meet identified retention objectives. Identifies add-on sales opportunities for the purpose of meeting set financial targets. - Relationships - Forms, identifies, and manages existing and ongoing relationships with key internal partners, brokers and broker firm's staff for the purpose of leveraging, negotiating and renewing business. - Service - Services and/or assists in servicing complex client issues and requests. Manages benefit fair meetings for groups that meet certain requirements. Conducts in-person renewals with identified key broker and/or client accounts. Attends key broker outings and/or offsite meetings as needed. Facilitates smooth handling of ordinary customer service issues to customer service team as appropriate. - Budget - Manages expenses to budget. - This position requires up to 66% travel, which may include flying and/or driving and some overnight stays. - This position requires sitting over 66% of the time. - This position requires Visual Acuity at 20 inches (or less) over 66% of the time. Minimum Qualifications: - Candidate must possess or attain licensed agent/producer status within 90 days of entry into the job. - Ability to travel 30-50% of the workweek and a valid driver's license. - Strong communication and collaboration skills. - Ability to prioritize effectively. - Relationship building skills. - Possesses leadership qualities and is able to think and prioritize strategically. Preferred Qualifications: - 2+ years successful sales, account management and persistency experience and ability. - Proven and strong negotiation and sales skills. - Strong product knowledge Thorough understanding of Group Operation products, marketing techniques, and procedures for negotiating, selling and underwriting renewals. - Strong knowledge of pertinent compliance/regulatory issues. For inquiries about the position or application process, contact our HR Helpline at 1-************. 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-************. 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. Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER. 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, Wilmington , Renewal Executive - Charlotte, NC, Other , Wilmington, North Carolina

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