Job title: Field Performance Specialist
Location: Remote (Chicago (highly preferred), Ohio, Indiana, Wisconsin and Michigan.
Travel: 50%
Must have Life Insurance Experience.
Overview
Assists and supports Field Management in the administration and operations of the Field Force in the region
.
Oversees, directs, leads, and motivates the General Agents and their staff of Assistant General Agents, Field Agents, and clerical assistants in achieving their goals and meeting key performance indicators for their agencies.
Core Responsibilities
Manages the activities of the assigned agencies in person, on a regular basis, to ensure achievement of the Four established Pillars by offering consistent counsel and motivation focused on growth of the Four Pillars: Production-Client-Applications-IARs.
Activities include (but not limited to) directing, supporting, motivating, and managing General Agents, AGAs, FAs and administrative assistant support staff in conjunction with the RAEC for the assigned region
Skills Qualifications
- Understanding of insurance operations, policies, and processes.
- Must be customer service oriented with strong oral and written communication skills.
- Significant Management ability.
- Time management and prioritization of work; attention to detail.
- Experience in complaint resolution.
- Strong organizational and coordination skills to support multitasking.
Education
- BS or BA degree in a related field.
- 8 years of related work experience in life insurance administration.
- Insurance professional education (e.g., FIC, FLMI and CLU) desirable.
