Individual Insurance Assistant – Omaha, Ne. Hybrid

This role you will provide exceptional client service and case coordination support for individual insurance and related financial services for associates and eligible dependents. Manage client interactions, application processing, follow-up activities, and ongoing service needs while developing a broad understanding of insurance products and financial services.

WHAT WE CAN OFFER YOU:

• Estimated Salary:$26.00-$32.00 per hour, plus annual bonus opportunity.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

• Serve as a resource and first point of contact for employees and clients by responding to questions related to coverage, ownership, costs, eligibility, and service needs.
• Prepare proposals, assist with applications, and coordinate follow-up on pending business
• Review and coordinate policy changes and service requests for completeness, compliance, and timely processing.
• Support policy servicing, including beneficiary and ownership changes, policy updates, application processing, and case follow-up.
• Prepare and distribute employee, client, and department communications and follow-up correspondence
• Use CRM and business systems to document activity, maintain records, and track pending business. Support
• Virtual and in-person interactions related to proposals, applications, status updates, and service activity.

WHAT YOU’LL BRING:

• Knowledge of life, health, and annuity products and services
• Knowledge of insurance administration, service processes, workflow coordination, and the regulatory
• environment
• Strong customer service, relationship management, and communication skills
• Experience with CRM systems such as Salesforce and other proposal or workflow tools
• Ability to work at our home office located in Omaha in a hybrid environment. 

PREFERRED:

• Familiarity with property and casualty products or guidelines.
• Familiar with the insurance industry
• Ability to obtain required individual insurance licensing now or within 3 months of employment. (Note, having a license at hire is not required, but getting licensed within 3 months is required) 

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

• If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.
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