Account Growth Coordinator

Accountabilities:

Serve as a primary point of contact for assigned Network IMO (Independent Marketing Organization) agents, ensuring responsive communication and a high-quality customer experience.
Maintain effective communication with insurance agents, internal departments, vendors, and business partners to resolve issues, expedite business processes, and escalate complex matters when necessary.
Promote life insurance products, services, and business programs to Network IMO partners, their agents, and distribution teams, including leadership, sales, marketing, operations, and technology stakeholders.
Coordinate the onboarding, training, and ongoing development of newly appointed agents and distribution partners, ensuring successful integration and continued engagement.
Maintain accurate contact databases for assigned Network IMO accounts while building strong professional relationships that support business development and distribution growth.
Ensure internal and external deadlines are consistently met to facilitate the successful implementation of key programs and initiatives.
Proactively engage newly appointed agents through regular follow-ups, encouraging increased production and supporting the successful placement of new business.
Collaborate with channel leaders to identify and assess new distribution partnership opportunities and support the launch of new Network IMO relationships.
Work closely with account management and national accounts leadership to monitor issued and pending insurance policies, share business updates, and identify opportunities to improve policy placement rates.
Act as a liaison and escalation point for agency partners, connecting them with the appropriate internal departments and facilitating efficient issue resolution.
Communicate new business policies, procedures, operational guidelines, and requirements clearly to internal and external stakeholders.
Conduct outbound calls to promote the placement of pending business, respond to agent inquiries, and support sales and production objectives.
Prepare and run data reports as requested to support account monitoring, business performance tracking, and management decisions.
Participate in industry events, distribution conferences, and training sessions as required.
Requirements:
Some college education preferred.
1–3 years of professional experience in life insurance or a related industry.
1–3 years of experience in a customer service-oriented role, including regular telephone communication.
At least 1 year of industry experience, including a minimum of 1 year in a customer-facing sales position.
Understanding of life insurance distribution channels, distribution models, and agency business operations.
Familiarity with life insurance underwriting processes and operational management practices.
Strong interpersonal and relationship-building skills, with the ability to develop trusted connections with agents, internal stakeholders, and industry contacts.
Customer-focused mindset and a genuine commitment to delivering responsive, high-quality service.
Excellent written and verbal communication skills, including professional correspondence with strong grammar and attention to detail.
Strong organizational skills and the ability to manage multiple projects, competing priorities, and individual deadlines effectively.
High attention to detail and the ability to handle repetitive administrative and operational tasks accurately.
Ability to communicate confidently and professionally with individuals at all organizational levels.
Self-motivated, proactive, and accountable, with the ability to take ownership of responsibilities and work independently as well as collaboratively.
Strong work ethic, initiative, adaptability, and a results-oriented approach to achieving business objectives.
Ability to work remotely from a primary residence with a reliable DSL or equivalent internet connection providing minimum speeds of 50 Mbps download and 10 Mbps upload.
Benefits:
Annual salary: Expected compensation ranging from $49,500 to $59,400, depending on qualifications and experience.
Remote work: Fully remote opportunity with working hours aligned with Eastern Standard Time (EST).
Annual incentive plan: Eligibility for an annual performance-based bonus, with a current target of 3% of base salary, subject to corporate and individual performance.
Additional compensation: Potential eligibility for long-term incentives and other performance-related compensation.
Paid time off: 10 vacation days and 10 sick days, accrued biweekly.
Paid holidays: 9 paid holidays throughout the calendar year.
Healthcare coverage: Medical, dental, and life insurance benefits.
Retirement benefits: 401(k) retirement savings plan with an employer match of up to 6%, as well as a pension package.
Wellbeing initiatives: Access to programs and activities designed to support employees' overall health and wellbeing.
Professional development: Opportunities for career advancement, continuous learning, mentoring, and leadership development.
Community involvement: Opportunities to take time off for volunteering and supporting causes that matter to you.
Collaborative culture: A supportive working environment that values teamwork, professional growth, diversity, and meaningful contributions.