Senior Markets Operations & Sales Support Associate

Job Description

Job Description

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

• Casual Work Environment
• Generous Paid Time Off
• Flexible Work Schedule
• Great Benefits
• And More…

Come take your career path to the next level!

Senior Markets Operations & Sales Support Associate will support the operations of the Medicare Team by assisting with contracting & licensing, placing & managing Turning 65 workshop orders, organizing, and updating internal resources, managing client database, and assisting Medicare sales team members as needed. They will serve as an additional point of contact for Customers and licensed agents regarding Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.

Essential responsibilities and tasks of the Life Insurance Wholesaler are:

• Creating, placing, and managing Turning 65 workshop orders.
• Assist team members in managing carrier appointments and certifications for new and existing agents.
• Perform clerical duties such as data entry, generating reports, editing documents, managing a filing system, and updating internal resources such as spreadsheets, CRM, client database, et al.
• Answer inbound calls , emails, and chat inquiries related to benefits, eligibility, enrollment, and coverage options.
• Assist in educating customers on Medicare products, enrollment periods, and plan features while maintaining compliance with CMS guidelines
• Document all customer and agent interactions accurately within the company’s CRM & customer management systems
• Investigate and resolve customer and agent concerns promptly and professionally
• Maintain confidentiality and safeguard sensitive information in accordance with HIPAA regulations
• Stay current on Medicare regulations, CMS updates, company policies, and product offerings
• Stay current on annual CE and carrier product trainings. Assist agency with staying up to date with these training.
• Flexible schedule availability may be required, including evenings and weekends during peak enrollment seasons
• Additional duties as required.

Successful Life Insurance Wholesaler candidates will have:

Required

• Highschool Education or GED
• Texas Licensed Insurance Agent General Lines
• Microsoft Suite of programs, Zoom & Teams
• Salesforce
• Must be a self-starter, adaptable for a fast paced industry, display integrity and honesty, dependability and flexibility, highly proactive & goal-oriented, must exhibit a high level of self-discipline and self-motivation, analytical skills, emotional intelligence, the ability to communicate clearly.

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