Description

Why OCI? Insurance can be complex, confusing, and boring. WE’RE NOT! 

Our Mission: Insurance Made Simple 

It’s not just insurance we make simple – Our goals are simple too: 

Serve – Serve others and the communities we live in.

Grow – Our people, which will grow our business. 

Retain – Our relationships with agents, carriers and the OCI team. 

We Value: Humble, Hungry, and Smart individuals, (and by Smart, we mean people smart.) 

Humble – Ready to jump in, help in any way, and share credit for wins and losses. 

Hungry- The drive and passion for the work you do. Always learning, working towards goals, and wanting to develop new skills.

Smart – Understand the people you work with, build meaningful relationships and have emotional intelligence.

Expectations of all Employees:  

· Be a resource, create solutions and build meaningful relationships with our agents, carriers, and OCI team. 

· Attention to detail – The small things matter. 

· Serve others in our community.

Roles & Responsibilities:  

· Set goals and develop plans for business and revenue growth

· Arrange business development meetings with prospective clients

· Keep records of prospecting/sales activities in CRM 

· Promote the company's services addressing or predicting clients' objectives. 

· Build long-term relationships with new and existing customers (i.e., agents, carriers, third-party vendors, associations, etc.) 

· Research prospective accounts in target markets 

· Pursue leads and move them through the sales cycle 

· Attend professional conferences and industry events 

· Understand the different services each department in OCI provides and be able to demonstrate/communicate those to prospective agents 

· Coordinate with internal departments on company initiatives 

· Support and collaborate with internal teams on agent relations 

· Ability to manage high priority issues

· Build and retain relationships with internal staff

· Adopt the company’s values, mission, and vision

· Provide world-class customer service #TheOCIExperience

A Day in the Life: 

· Proactive outreach to agent/agency prospects via the phone and in person with goal of scheduling discovery meetings…lead lists are provided

· Schedule and conduct sales meetings both virtual and in person 

· Deliver OCIs power statement to prospective agents/agencies

· Midwest based

· Work from home if not based in Omaha/Elkhorn area

· 40-50% day travel, but only 2-3 overnights per month

Disclosure Statement:

The statements herein are intended to describe the general nature and level of work performed by employees, but are not a complete list of responsibilities, duties, and skills required of personnel. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. EEOC: O/M. FLSA Status: Non-exempt

Requirements

Knowledge, Skills, and Abilities:

· High school diploma or equivalent required

· Gain your Life and Health Insurance license within the first year. 

· Sales experience required 

· Well-developed written and verbal communication skills 

· Negotiation skills 

· Ability to build rapport 

· Organizational skills- Comfortable handling numerous clients, off-site meetings, and deadlines 

· Time Management skills- Must understand how to prioritize their time, manage their calendar and adjust schedule as needed 

· Computer skills- Ability to use a sales content management system (CMS) to track leads and client calls and document where each prospect is in the sales cycle 

· Drive and Self-motivation- Most successful Business Development Managers are goal-oriented, and commission driven.

· Soft skills, emotional intelligence, problem solving, creativity, and a sense of humor

· Life and Health Insurance License preferred but not required for hire