The Producer Services Consultant is responsible for ensuring a great experience for agents when they contact us with inquiries regarding contracting and commissions. Key elements of this position are accuracy, timeliness, courtesy, sense of urgency and customer focus. You are expected to support the Producer Services team vision of creating an exceptional agent experience with creative and efficient processes and having a team-first approach.
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You’re a sharp, business-minded individual with a focus on providing an exceptional experience for your client. You can easily prioritize and shift gears when the situation requires you to. You’re always looking for ways to increase your knowledge and improve how you do things, and you strive for excellence. Does this sound like you? Continue reading.
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The new business data entry admin will review applications for completeness, verify state compliance forms and ensure information is accurate. In addition, the NB admin will data enter the application into the appropriate database.
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You’re a sharp, business-minded individual who doesn’t shy away from finance, insurance or medical terminology. You love talking to people, and you can confidently negotiate and influence a situation to achieve a successful outcome. When it comes to problem-solving, you’re great at keeping track of the details, and you’re not afraid to dive deeper. A passion for life insurance doesn’t hurt, either.
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You’re passionate about sales and building relationships, and you believe one cannot exist without the other. You love finding the right solution for each individual, rather than a cookie-cutter, one-size-fits-all approach. You have the ability to see the big picture and the minute details of a transaction. You want a fast paced environment, and you’re hungry to succeed. A passion for insurance doesn’t hurt, either.
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You’re a sales focused, analytical person who loves relationships. You don’t let any details slip through the cracks, and you follow up until things are finished. You aren’t someone who views a sale as a transaction, you view it as an opportunity to give someone a great experience. To you, goals and expectations aren’t meant to be met, they’re meant to be exceeded. You’re entrepreneurial in spirit, and take full ownership of your territory. Sound like you? Keep reading.
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You like order and accuracy and troubleshooting. You also like technology. You’re fully aware of the strategic advantage clean and timely data can be to a company. In addition to your technical prowess, you’re a service-minded person, because you understand relationships are foundational to success (just like in a database, right?). If this sounds like you, please continue.
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A Retirement Income Designer provides objective, consultative services in response to agent/broker requests for assistance in placing the optimal annuity contract policy to meet applicants' unique and individual needs. The consultant sustains continuous focus on quality improvement of processes and services.
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You’re the kind of person who proactively works to ensure your company’s assets and information are safe at all times. You understand that strong security not only protects your data, but can also be a strategic, competitive advantage. If this sounds like you, please continue.
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You’re a talented accountant looking for an opportunity to thrive in a complex and ever-changing company. You want to be a part of everything from initial setup for new entities to financial statement preparation, and everything in between. You’re equally excited by the prospect of working with big picture items, and the small details.
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The following positions are available through Zenith Marketing Group. Headquartered in Freehold, New Jersey, Zenith merged with Ash Brokerage in April 2018.
You'll sell and support life insurance solutions to clients of independent insurance agents, financial advisors, CPAs, CFPs and other retail consumer facing financial professionals. Your role is all about developing and maintaining relationships, then providing sales ideas, technical and product expertise, point of sale assistance and sales support including illustrations, marketing materials, applications and forms.
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An Annuity Case Manager is a full case manager in that he/she processes new business, obtains and reacts to pending new business status and handles any problems that arise during the case issue process. In addition, a Case Manager may be assigned his/her own areas to manage and may be asked to work on special projects.
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An Internal Wholesaler provides sales support including illustrations, marketing materials, applications and forms to the brokerage managers and agents. Understands the competitive environment, identifies and analyzes market trends and provides recommendations and feedback to brokerage managers and agents. Develops and maintains relationships with brokerage managers and agents. Must have strong consultative facilitation and negotiation skills.
Culture isn’t something we just talk about at Ash, it’s something we experience every day through our partners, their clients and each other.
You’re the kind of person who proactively works to ensure your company’s assets and information are safe at all times. You understand that strong security not only protects your data, but can also be a strategic, competitive advantage. If this sounds like you, please continue.
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You’re a talented accountant looking for an opportunity to thrive in a complex and ever-changing company. You want to be a part of everything from initial setup for new entities to financial statement preparation, and everything in between. You’re equally excited by the prospect of working with big picture items, and the small details.
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You appreciate and strive for adherence to a way of doing business. You’re knowledgeable and a trusted resource to the business, and you understand the positive impact of following regulations (and the implications of not following them). You enjoy staying on top of regulatory changes, putting them into practice, and educating stakeholders on them. The idea of stepping into a role and being able to help develop a compliance infrastructure excites you. You’re interested in being part of a company that’s continually evolving and is considered a leader in its space.
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Serve as an advocate for the Ash agent and their client through underwriting by expediting the submission and issue process for annuity applications. Manage the requirements necessary to complete underwriting and position a case in force. The case manager works in partnership with the Ash marketing and field teams to surround the producer with seamless support. Records information in automated system and monitors progress of cases, facilitating the procurement of outstanding requirements, and provides ongoing status to agent/broker. Sustains continuous focus on improvement of processes and services.
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The Policy Owner Services Specialist reviews all forms for accuracy and completeness submitted in conjunction with a policy owner service request. Additionally, he or she will follow up on that pending request to ensure all requirements are completed correctly and provide a high level of service.
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You love numbers (obviously, you wouldn’t be in accounting if you didn’t), and complexity, and the prospect of an ever-changing landscape in front of you. Of course, you’re into the usual things like audit, financial statement preparation, and tax duties, but you’re also interested in creating and improving processes. You’re interested in leading and developing others, and being part of an organization that is pushing its industry into the future. If this sounds like you, please continue.
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The new business data entry admin will review applications for completeness, verify state compliance forms and ensure information is accurate. In addition, the NB admin will data enter the application into the appropriate database
View Full Job Description Apply Now
You’re a sharp, service-minded individual who doesn’t shy away from complex or difficult situations. You love talking to people and can confidently manage the myriad tasks that are thrown at you. You’re not satisfied with an outcome that’s good enough; you want the best for your client. Your detail and follow up are impeccable, and maybe you’re passionate about insurance. If this sounds like you, keep reading.
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You’re a sharp, business-minded individual with a focus on providing an exceptional experience for your client. You can easily prioritize and shift gears when the situation requires you to. You’re always looking for ways to increase your knowledge and improve how you do things, and you strive for excellence. Does this sound like you? Continue reading.
View Full Job Description Apply Now
The Customer Service Consultant is responsible for ensuring a great experience for agents when they contact us with inquiries regarding contracting and commissions. Key elements of this position are accuracy, timeliness, courtesy, sense of urgency and customer focus. You are expected to support the Producer Services team vision of creating an exceptional agent experience with creative and efficient processes and having a team-first approach.
View Full Job Description Apply Now
You’re passionate about sales and building relationships, and you believe one cannot exist without the other. You love finding the right solution for each individual, rather than a cookie-cutter, one-size-fits-all approach. You can see the big picture and the minute details of a transaction. You want a fast-paced environment, and you’re hungry to succeed. A passion for insurance doesn’t hurt, either.
View Full Job Description Apply Now
The following positions are available through Zenith Marketing Group. Headquartered in Freehold, New Jersey, Zenith merged with Ash Brokerage in April 2018.
You'll sell and support life insurance solutions to clients of independent insurance agents, financial advisors, CPAs, CFPs and other retail consumer facing financial professionals. Your role is all about developing and maintaining relationships, then providing sales ideas, technical and product expertise, point of sale assistance and sales support including illustrations, marketing materials, applications and forms.
View Full Job Description Apply Now
An Annuity Case Manager is a full case manager in that he/she processes new business, obtains and reacts to pending new business status and handles any problems that arise during the case issue process. In addition, a Case Manager may be assigned his/her own areas to manage and may be asked to work on special projects.
View Full Job Description Apply Now
An Internal Wholesaler provides sales support including illustrations, marketing materials, applications and forms to the brokerage managers and agents. Understands the competitive environment, identifies and analyzes market trends and provides recommendations and feedback to brokerage managers and agents. Develops and maintains relationships with brokerage managers and agents. Must have strong consultative facilitation and negotiation skills.
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