Licensed Health Insurance Agent

Alliant Insurance Services; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

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 top carriers to help you compare plans.

We provide support to promote the product portfolio via telephone and internet to increase company revenue. RESPONSIBILITIES include promoting products, answering inquiries, delivering sales scripts, and ensuring compliance.

Qualifications

• 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 experience.
• Life/Health Insurance license.

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 about product information, rate changes and key benefits.
• Monitor compliance with program reporting rules and sales requirements.
• Update and maintain Lead Advantage System per policies and procedures.
• Document each consumer contact with detailed notes.
• Collaborate with staff to support the mission of the organization and Senior Market Sales.
• Assist with special projects/assignments by management.
• Perform all duties in accordance with company policies and laws.
• Perform other duties as assigned.

Skills

Active Life Health license

Customer service

Communication

Negotiation

Time management

Organization

Problem solving

Sales skills

Education

Bachelor's Degree in marketing or related field

High School Diploma or GED

3+ years general insurance experience

Life/Health Insurance license

Tools

Lead Advantage System

Microsoft Word

Excel

PowerPoint

Adobe Acrobat

MS Outlook

Job description

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;
• Assist 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;
• Perform 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

EEO STATEMENT

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail].