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Client Advisor
$44k-56k (estimate)
Full Time Just Posted
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Strategic HR Client Job Openings is Hiring a Client Advisor Near Miamisburg, OH

Career Opportunity: Client Advisor with RetireMed in Miamisburg, Ohio

Are you looking for a highly rewarding career? Do you thrive on being a subject matter expert? Do you have the ability to learn highly complex processes so that you can educate and inform others? If yes, we want to speak to you!


Over 50,000 local individuals have trusted RetireMed to be their dedicated experts in Medicare and to provide them with the right health plan for their specific needs. We provide our clients with the best information, personalized support and guidance, genuine care, and attention to help select a health plan that best meets the individual's needs, lifestyle, and budget – all at no cost to them.

As a Client Advisor with RetireMed, you will be responsible for providing lifelong support and engage with our clients via telephone, email, online chats, and written correspondence regarding their Medicare insurance benefits.

You will be required to obtain an Ohio Insurance License. We provide company paid training!

New employee pre-licensing class begins June 17th, 2024.

We Offer:

6 Weeks of training including a licensing course.

A career path with opportunity for growth

Strong benefits with Employer HSA contributions

401K match up to 6%

PTO and Holiday pay

Quarterly incentive bonuses and annual merit increases

Qualification for the role include:

  • 1-2 years of customer service experience in a professional setting.
  • Ability to work 8am to 5pm Monday through Friday EST January through September and extended shifts October through December during the Medicare Annual Enrollment Period.
  • Health insurance license (will be required after hire, onsite training provided).
  • Demonstrates performance and productivity goals.
  • High school diploma or equivalent is required.
  • A college degree is preferred.
  • Ability to be a customer advocate with an empathy and passion for helping people.
  • A desire to go above and beyond to resolve clients' questions at the first point of contact.
  • A composed individual able to multi-task, navigating multiple computer applications and working efficiently while communicating with our client.
  • Flexible and quick learner, willing to adapt to changing customer and business needs.
  • Must have a sense of responsibility to your teammates and our clients, demonstrated by the simplest things such as being on time and available to meet our client's needs, to being accountable for commitments made to our clients or others and ensuring follow-ups are completed.

At RetireMed our employees are the heart of our company. We work hard and we work together to deliver a top-tier service that positively impacts the lives of our clients. We believe that an inclusive, collaborative, and positive work culture is key to our success. Your successes are all our successes, and we're ready to celebrate you.

To learn more about us, please visit our website and LinkedIn page:

https://www.retiremed.com/careers

https://www.linkedin.com/company/1338204/admin/

Are you ready to join a strong team committed to consistent quality, working together, and exceeding our clients' high standards? Apply online today. Be a part of our future!

EEO/M/F/D/V. No third-party applications or phone calls please.

#ZR

Job Summary

JOB TYPE

Full Time

SALARY

$44k-56k (estimate)

POST DATE

05/05/2024

EXPIRATION DATE

07/03/2024

Show more

Strategic HR Client Job Openings
Full Time
$46k-59k (estimate)
6 Days Ago

The job skills required for Client Advisor include Customer Service, Commitment, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.

If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

01/23/2022: Springfield, OH

Advisors do meeting with prospective new clients to earn the right to give them advice.

02/06/2022: Greenville, SC

Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.

02/18/2022: Knoxville, TN

Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.

02/13/2022: El Paso, TX

Ability to build relationships with client teams and key stakeholders.

03/25/2022: Houston, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

02/05/2022: Peoria, IL

Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.

03/07/2022: Dallas, TX

Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/26/2022: Billings, MT

Providing excellent customer service and developed long-standing client relationships with repeat business.

01/25/2022: Carson City, NV

Client advisots must be excellent communicators capable of leading a team.

03/06/2022: Stockton, CA

Step 3: View the best colleges and universities for Client Advisor.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College