Manager of Institutional Accounts

Capitas Financial, Inc. is a life insurance brokerage that operates at both the national and local levels, offering a superior portfolio of insurance products and services, a state of the art case management system and an extensive institutional market.

Key Responsibilites:

• Maintain and strengthen relationships with Capitas' Institutional Accounts
• Hold regular calls and communication with Institutional Accounts
• Manage the organization and communication of information (operations, processes, rules, manuals etc.) between the Institutional Accounts and Capitas Partner Offices.
• Liaison between Capitas Field Force (Capitas Partners and Sales Vice Presidents) and Institution's Home Office.
• Resolve questions from Capitas Field Force
• Assist Institutional Accounts with development and implementation of insurance marketing plans.
• Organize and conduct Capitas Field Force conference calls as needed
• Work with Capitas Field Force to obtain feedback on working in Institutional Accounts and develop and/or revise strategies.
• Work with Capitas Field Force to develop accurate and accountable sales forecasting commitments for Institutional Accounts.
• Ensure accurate activity and production reporting to all parties
• Manage Capitas Field Force on-boarding process to work in Institutional Accounts
• Work with core Carriers to organize, promote and influence sales campaigns with Capitas Field Force.
• Develop, revise and update processes and procedures to simplify and streamline day-to-day operations.

Job Requirements:

Minimum Requirements:

• Bachelor's degree or similar work experience, state life insurance license, at least five years of experience in case design, wholesaling and/or marketing protection products (Life, DI, & LTC).
• Basic knowledge of back office support (licensing, commissions, issuing new business).

Desired Requirements:

• Agency experience preferred
• Strong analytical, problem-solving and conflict resolution skills
• Sound judgment, a sense of urgency, strong follow-through, adept at cultivating relationships, balancing competing priorities and managing input and approvals from multiple stakeholders.
• Able to work independently, manage competing priorities, meet deadlines, remain flexible and calm under pressure.
• Superior written and verbal communication skills, strong interpersonal and organizational skills.
• Self-motivated and entrepreneurial spirit
• Excellent verbal and written communication skills
• The position requires the ability to establish credibility and build rapport with Capitas team and Institutional accounts.
• Should possess in-depth understanding of insurance industry and key carriers in the market place.