Internal Account Coordinator

Overview:

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

Working in partnership with the Internal Account Manager (IAM), the Internal Account Coordinator (IAC)  is responsible for generating sales opportunities and coordinating sales activities within the Traditional Brokerage, and Financial Institutions Distribution team.  You will need to be proactive and possess excellent communication and organizational skills. You will be the first point of contact for our insurance distributors & Brokerage General Agents (BGAs), and large producers (agents). And you will need to be able to manage multiple priorities, meet deadlines and a variety of tasks as assigned by the IAM, or Regional Vice Presidents such as; setting appointments for Strategic Distribution Reviews, administering surveys, conducting product illustrations, and ensuring participation at Legal & General America (LGA) client events (webinars, trainings).

1. Receive inbound calls and emails and respond to inquiries from assigned agencies.
2. Make outbound calls to follow up on leads and generate new sales opportunities.
3. Coordinate with the Distribution and Marketing team to ensure timely delivery of campaign collateral (campaigns in a box, webinars) to assigned accounts.
4. Provide product information, illustrations, and pricing updates to customers.
5. Build and maintain strong client relationships by providing exceptional customer service.
6. Generate sales reports and provide feedback to manager on sales performance.
7. Track sales actives in LGA's customer relationship management system

Experience/Knowledge

At least 1 - 2 years experience in a sales, customer contact or outbound telephone role

High school diploma

Skills

Excellent people skills - need to let personality come through phone and email

Be able to build rapport with compassion and integrity

Excellent relationship building skills

Strong organizational skills and ability to prioritize tasks

Strong interpersonal communication skills

Strong presentation and negotiation skills

Ability to manage difficult issues in a professional, courteous manner

Proficient in Microsoft Office and CRM software

Ability to work effectively with a high degree of independence in a team environment

Strong work ethic, initiative, and the ability to accept full ownership of responsibilities

What’s in it for you?

The expected hiring compensation range for this position is $47,200 - $61,300 annually. This is a remote opportunity working EST. 

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses.  This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date.  This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing.  Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff).  We’re big on professional development and we’ll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.