Licensed Health Insurance Agent

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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