Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services, through its Sizeland Medicare office, provides personalized guidance on Medicare planning, life insurance, and retirement income strategies. The Remote Medicare Insurance Agent promotes the company's product portfolio, responds to inbound and outbound consumer inquiries, educates customers, and provides solutions through telephone and internet channels. The role also involves documenting customer contacts, maintaining lead records, monitoring compliance, and supporting team and organizational initiatives.
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
Skills
- High School Diploma or GED Required
- 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
- 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
- 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
- Bachelor's Degree in marketing or related field, or equivalent combination of education and experience
- Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)
- Bilingual (Spanish and English) preferred
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Company Overview