Director of Agent & IMO Relations– Annuity Operations
Ability Insurance Company, Omaha, NE, United States
The Director of Agent & IMO Relations serves as the primary point of contact between the company and its Independent Marketing Organizations (IMOs) and affiliated agents. This role is responsible for answering product, case status, and process-related questions; facilitating resolutions across internal teams; and ensuring IMOs and agents receive timely, accurate, and high-quality support throughout the annuity sales and servicing lifecycle.
Key Responsibilities
- Act as the dedicated liaison for assigned IMOs, providing responsive support to agents and IMO staff
- Answer questions related to annuity products, underwriting requirements, new business submissions, commissions, licensing, and servicing
- Track and manage case inquiries, escalating issues to appropriate internal departments and following through to resolutionProactively communicate status updates, requirements, and next steps to IMOs and agents
- Coordinate with internal teams including New Business, Underwriting, Licensing & Contracting, Commissions, and Product to resolve inquiries efficiently
- Support onboarding of new IMOs and agents, including guidance on processes, tools, and submission standards
- Identify recurring issues or process gaps and provide feedback to management for continuous improvement
- Maintain accurate records of communications, requests, and resolutions
- Uphold service-level expectations and contribute to a positive, professional agent experience
Qualifications
- Bachelor’s degree or equivalent work experience preferred
- 7+ years of experience in annuities, insurance operations, agent support, or IMO-facing roles
- Strong understanding of annuity products and distribution channels (preferred)
- Excellent communication skills, both written and verbal
- Proven ability to manage multiple priorities and time-sensitive requests
- Strong problem-solving skills with a customer-service mindset