Sales Support Associate I - Medicare Solutions

Alliant Insurance Services; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services seeks an experienced administrative professional to support agents and agencies, handling marketing and sales administration, client meetings, new business enrollments, and compliance tasks. The role includes IT support, CRM training, and general team support.

The ideal candidate has 1+ year of admin experience in a sales or recruiting setting, exposure to health/life insurance processes, and a license. A collaborative, detail-oriented approach is essential.

Qualifications

• 1+ year of administrative experience in sales or recruiting environment or financial services office.
• Experience with Senior Health Insurance/Medicare plans (quoting, enrollment) preferred.

Responsibilities

• Provides support for new and existing relationships
• Liaises with support teams for escalations related to new business, commissions, contracting, and technology platforms
• Provides marketing and CRM system training, administration and implementation
• Assists agents with website navigation, supply ordering, commission statements, and app status
• Maintains confidential client files with accuracy and security in line with compliance standards
• Resolves escalated agent concerns or issues
• Proactively reaches out to agents for carrier items, certifications, webinars, and co-op reimbursement
• Shares knowledge of different lines of business and answers questions as appropriate
• Manages proactive communications to TR including newsletters and carrier bulletins
• Acts as a resource on carrier processes and procedures
• Seeks recruiting opportunities

Skills

Administrative support

CRM training

Communication

Time management

Attention to detail

Microsoft Office Suite

Collaboration

Education

High School Diploma or GED

Bachelor's Degree or equivalent

Tools

Microsoft Office Suite

Job description

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.

SUMMARY

Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.

ESSENTIAL DUTIES AND 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 their 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.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• High School Diploma or GED
• Bachelor's Degree or an equivalent combination of education and work experience
• One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office
• Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment
• Active Health & Life Insurance License

SKILLS

• Knowledge of the general industry procedures, standards, systems, resources, practices and terminology
• Knowledge of federal, state and local laws as well as industry regulations
• Excellent written, and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders
• Excellent analytical, problem solving, time management, and presentation skills
• Excellent planning, organizational, and prioritization skills
• 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 handle difficult and stressful situations with professional composure
• Proficient in Microsoft Office Suite

#LI-DD1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

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].

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits