Licensed Health Insurance Agent
Alliant Insurance Services
Job Title
Medigap Life [MG] is part of the Alliant family of companies. Medigap life specializes in affordable Medicare Health Plans. Our agents are licensed in over 30 states and work with the nation's leading insurance carriers to help you find a plan that fits your needs. We are here to help you compare Medicare Supplements, Medicare Advantage, and Part D Prescription Drug plans.
Summary
Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support and to increase company revenue and profit.
Essential Duties and Responsibilities
Promote the company's product portfolio and provide service assistance to consumers;
Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries;
Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Describe solutions for individual sales situations;
Communicate with consumers regularly regarding product information, rate changes and key benefits;
Monitor compliance with program reporting rules and sales requirements;
Update and maintain proprietary Lead Advantage System in accordance with policies and procedures;
Document each and every consumer contact with detailed notes;
Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees;
Assists with special projects/assignments as requested by members of management;
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;
Performs other duties as assigned.
Qualifications
Education / Experience:
High School Diploma or GED Required
Bachelor's Degree in marketing or related field, or equivalent combination of education and experience
Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
Life/Health Insurance license
Skills:
Active Life and Health Insurance license in resident state
Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate
Knowledge of the general industry procedures, practices and terminology
Skill in working effectively with inbound and outbound callers/customers
Skill in negotiating and problem solving to resolve internal and external conflicts
Skill in the use of office equipment including computer, fax, printer, telephone system, etc.
Skill in the use of time management and organization skills
Skill in maintaining effective working relationships with all customers, employees and the general public
Skill in project management
Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)
Ability to communicate effectively, both orally and in writing, in a constructive manner
Ability to approach and communicate with a wide range of personalities in a professional and courteous manner
Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situation
Ability to engage in effective interpersonal interaction, verbal communication and written communication
Ability to persuade
Ability to run quotes for products
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests
Ability to read, write and communicate English effectively
Ability to maintain all company policies, including all confidentiality and safety policies
Ability to actively contribute to team effort
Ability to work independently, exercise independent judgment, make and execute decisions
Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame
Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred
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