Client Service Associate - Dallas, TX

As a Client Service Associate, you'll support the Sales team by putting together key information for client proposals. You will also have a chance to work closely with new and existing Workplace Solution customers, helping to provide the clarity, support and guidance that Mutual of Omaha is known for.

This is a great opportunity for someone ready to learn and understand the proposal process, the insurance industry and the art of building client relations.

WHAT WE CAN OFFER YOU :

Estimated Hourly Wage : (Levels have variable responsibilities and qualifications) : Client Service Associate : $24.00 - $28.

85, plus annual bonus opportunity.Senior Client Associate : $31.25 - $33.65, plus annual bonus opportunity.

401(k) plan with a 2% company contribution and 6% company match.

• Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
• Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date.

Additionally you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.

Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO :

• Strategic Support : 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.
• Proposal Excellence : 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.

• Underwriting Expertise : 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.
• Smooth Implementation : Your role doesn't end with the sale. Coordinate the installation process, partnering with various stakeholders to ensure seamless transitions.

Your dedication ensures accuracy in paperwork and client satisfaction.

Industry Insight : Stay ahead of the curve. 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.

WHAT YOU’LL BRING :

Exceptional Communication : Your ability to communicate effectively, both verbally and in writing, will be a cornerstone of your success.

Foster positive interactions and build lasting client relations.

Tech Savvy : Proficient in Excel, Word, and various software systems, your tech-savvy skills will elevate your efficiency.

Typing, spelling, and grammar skills are second nature to you.

• Learn and Grow : Be ready to embark on a journey of learning and growth. Understand the nuances of the proposal process, dive into the insurance industry, and master the art of building client relations.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Ability to work at our home office located in Dallas, TX.
30+ days ago