Insurance Sales Advisor

Enrollment Supervisor

Basic function: Sell new insurance policies and service as needed to retain existing insureds.

Major responsibilities/tasks:

• Take incoming phone calls regarding new sales opportunities or current policy changes, explain policy features.
• Prepare proposals and quotes for coverage.
• Present quotes and/or renewals to decision makers and prospective insureds.
• Help advise clients which coverage will be a fit for their and/or their staff's needs.
• Input all opportunities/leads and follow up activities into the CRM system.
• Input group terminations into the CRM system.
• Liaison with carriers as needed to move applications through the underwriting process.
• Help maintain and build relationships with Residency Programs and Medical Schools.
• Attend TMA events where TMAIT is an exhibitor.
• Obtain and maintain life and health license with the Texas Department of Insurance.
• Engage in continuous learning through attending seminars and enrolling in industry education programs.
• Take incoming calls regarding current benefits/issues. Liaison with carriers as needed to resolve issues.
• Perform other related duties as directed or required.

Supervisory responsibility: No supervisory responsibility.

Independence/supervision received: Duties performed in accordance with standard practices. Must exercise judgment regarding sequence of work, which procedure to use or which insurance solution to recommend.

General qualification requirements:

Knowledge and experience: Requires ability to effectively communicate in oral and written form as well as analyze financial information accurately. Equivalent knowledge is normally acquired through three to four years of customer-facing insurance industry experience. Must understand different types of life and health insurance. Must also be able to communicate professionally and effectively with TMAIT staff and members.

Skills and abilities: Must be proficient with Microsoft Office, including Excel, Word and Teams as well as customer relationship management software such as Salesforce. This position could require in-person client visits and TMA events thus, some travel will be required.

Texas Medical Association