Medicare Sales & Support Associate I

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

Benefits offered by this job

Competitive financial package

Job summary

Alliant Insurance Services seeks a Sales Support Associate I - Medicare Solutions to support agents with new business enrollments, marketing, and CRM administration. The role handles confidential client files, coordinates with support teams, and provides proactive outreach to agents for carrier items and webinars.

The position requires health and life license and experience in Medicare plan processes, with strong communication and organization skills.

Qualifications

• High school diploma or GED required; bachelor’s degree or equivalent preferred.
• 1+ year administrative experience in a sales or recruiting environment, health/life insurance agency, or financial services office.
• Experience with Senior Health Insurance/Medicare plans – quoting, plan selection, client enrollment.
• Active Health & Life Insurance License.

Responsibilities

• Provides support for new and existing relationships.
• Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.
• Provides marketing and CRM system training, administration and implementation.
• Helps agents in website navigation, supply ordering, commission statements, and app status.
• Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
• Resolves escalated agent concerns or issues.
• Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.
• Acts as a resource to the team by sharing knowledge of the different lines of business product types and answering questions as appropriate.
• Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
• Expert on carrier processes and procedures.
• Seek recruiting opportunities.

Skills

Industry knowledge

Legal & regulatory knowledge

Communication & collaboration

Analytical & time management

Planning & prioritization

Organization & attention to detail

Stress management

Microsoft Office Suite

Education

High School Diploma or GED

Bachelor's degree or equivalent

Administrative experience in sales or recruiting

Experience with Senior Health Insurance/Medicare plans

Active Health & Life Insurance License

Tools

CRM systems

Job description

Alliant Insurance Services seeks a Sales Support Associate I - Medicare Solutions to support agents with new business enrollments, marketing, and CRM administration. The role handles confidential client files, coordinates with support teams, and provides proactive outreach to agents for carrier items and webinars.

The position requires health and life license and experience in Medicare plan processes, with strong communication and organization skills.