Pre-Need Liaison

Pre-Need Liaison Omaha, NE Job Details Full-time 20 hours ago Qualifications Microsoft Excel Client onboarding Workflow management (operations management method) Bachelor's degree in business Process improvement Mid-level Improving operational efficiency 3 years Analysis skills Bachelor's degree Cross-functional collaboration Onboarding process management Business Communication skills Project stakeholder communication Stakeholder relationship building Cross-functional communication Stakeholder management Full Job Description Physicians Mutual is seeking a Pre-Need Liaison to serve as the primary operational point of contact for strategic pre-need partners. In this role, you will support agent onboarding, licensing, contracting, and commissions processes while ensuring a seamless experience for partners and their agents. You'll collaborate across internal teams and external organizations to drive agent readiness, resolve issues, and maintain alignment with partner requirements. Serve as the primary liaison for pre-need partners, managing relationships, handling escalations, and ensuring a seamless operational experience Oversee agent onboarding and readiness, ensuring proper licensing, contracting, and appointment prior to selling Manage onboarding pipelines, resolve delays, and track readiness metrics to support timely agent activation Ensure accurate commission setup and partner with internal teams to resolve discrepancies and compensation issues Coordinate across Licensing, Contracting, Commissions, and Operations to align priorities and execute partner requirements Communicate updates, issues, and timelines to stakeholders to ensure transparency and accountability Identify process improvements, resolve recurring issues, and optimize workflows to enhance efficiency and scalability Bachelor's degree in business, insurance, or related field preferred (or equivalent experience) 3-5 years of experience in licensing, contracting, commissions, or insurance operations Experience supporting agent onboarding and working with external partners preferred Strong understanding of licensing, contracting, and commission processes Ability to exercise independent judgment and manage multiple priorities Strong problem-solving, analytical, and organizational skills Excellent communication and relationship-building abilities High attention to detail, especially with compensation-related information Proficiency with Excel and workflow or case management systems