Onboarding Specialist - Insurance

Alliant is Hiring an Onboarding Specialist out of our Sequent Planning office in Omaha, Nebraska!

Sequent Planning is a Registered Investment Adviser (RIA), which is a firm registered with the Securities and Exchange Commission (SEC) and state regulators to provide financial and investment advice.

Office Location -8807 Indian Hills Drive, Omaha, NE 6811

SUMMARY

Responsible for performing the program administration process for field advisors to support the needs of our expanding field network.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Advisor Program Administration: Coordinates all aspects of the 1099 advisor and Field Management onboarding process including initial set-up, coordination through the various stages including background checks, and coordination with commissions department on contract terms, contract changes and contract terminations. This includes tracking recruits through the designated programs, such as JobScore and
FastStart; training and advising Office Administrators, GMs, GSMs and other field and home office support team members with the processes and procedures; maintaining recruiting portal(s). Maintains other records, reports and logs pertaining to advisor applicant flow procedures; Compiles reports as needed. Communication with branch management and home office will be a frequent task to make sure all items are completed and tracked; dedication to obtaining the quickest possible approval for advisors through the process. Interface with the appropriate internal and external parties for registered rep appointments with the designated broker dealer.

Contracting & Appointment Processing Functions: Assist with the contracting and appointment processing functions including submitting all required agent completed contracting paperwork to the carriers of our platform along with process follow up's and confirmations. Confirmation of in good order state licensing, carrier appointment, state training course completion, carrier course completion, suitability training course completion are all under the Contracting & Appointment Processor team duties. Follow up regularly with carriers to check on the status of pending applications and confirm that all required materials have been received and are being reviewed.

Special Projects: Work collaboratively with fellow staff to advance the values and mission of Sequent Planning by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.

Performs other duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree

One (1) or more years of general insurance and/or contracting & appointment processing in an agency and/or carrier setting with life and annuity carriers/products.

Two (2) or more years of customer service experience.

Proficient with Word, Excel, Power Point and Outlook.

SKILLS

Knowledge of human resource principles and practices; general office forms, processes and procedures; and the general industry procedures, practices and terminology.

Working knowledge of insurance services industries.

Knowledge of the general industry procedures, practices and terminology.

Skill in identifying problems and problem resolution.

Skill in working effectively with other company departments, internal marketing staff, home office personnel and agents.

Skill in negotiating and problem solving to resolve internal and external conflicts.

Skill in the use of office equipment including computer, fax, printer, scanner, telephone system, etc.

Skill in maintaining effective working relationships with all customers, employees and the general public.

Proficient computer skills (Microsoft Suite, MS Outlook software preferred).

Ability to communicate effectively, both orally and in writing, in a constructive manner.

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.

Ability to engage in effective interpersonal interaction, verbal communication and written communication.

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to read, write and communicate English effectively.

Ability to maintain all company policies, including all confidentiality and safety policies.

Ability to actively contribute to team effort.

Ability to work independently and exercise independent judgment.

Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred.

#LI-GS1