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Agent Specialist

4 months ago

Saint George, United States Planstin Full time
Job DescriptionJob Description

Advance Your Career at Planstin


Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we're looking for talented individuals eager to progress in their careers.


At Planstin, we believe that exceptional customer service is the cornerstone of our success. As an Agent Specialist, you will be a vital part of our team, providing dedicated support to our network of agents. Your role involves assisting with inquiries, addressing requests, and ensuring seamless communication between our agents and the company. If you thrive in a fast-paced environment, have excellent communication skills, and are passionate about supporting others, we invite you to join our dynamic team.

Key Responsibilities:

  • Provide consistent commission and enrollment reporting to agents each month.
  • Coordinate monthly webinars for agents each month.
  • Monitor agent inbox, respond within 24 hours.
  • Generate quotes for team members or agents as requested.
  • Participate in agent training for team members or agents as requested.
  • Ensure all new agents are onboard correctly.
  • Open tickets for technology need for team members or agents as requested.
  • Facilitate agent enrollments to applicable depts as needed.
  • Audit agent contracts, term out none producing.
  • Provide agent training on products and services Planstin administers where applicable.

Qualifications:

  • Life & Health Insurance License is required.
  • Minimum of 3 years in a customer service role.
  • Experience working with Medical Benefits or an understanding of them.
  • Experience working with Insurance Agents is preferred.
  • Demonstrate technique in organizing your work and managing time sensitive tasks.
  • Ability to manage time effectively and thrive in a fast-paced, collaborative team.
  • Experience with Salesforce is preferred.
  • Experience with Microsoft Office is required.
  • Results-oriented mindset with a focus on achieving key performance indicators (KPIs) and business objectives.

Planstin's Employee Benefits:

  • Salary: $50,000 + Commission
  • 14 paid holidays plus 2 weeks of paid time off to balance work and life.
  • Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
  • Invest in your future with a 401k plan backed by a solid 4% match from us.
  • Enjoy the simplicity of weekly paychecks along with the perk of free snacks and regular lunches available onsite.
  • Take your career to new heights with our dedicated training programs and a team environment that's all about support and growth.
  • Build strong connections with colleagues at our frequent, fun team-building events.

Planstin's Mission:

Benefits made simple We help take away the various barriers that are in the healthcare system and strive to make benefits simple and effective for all.

Are you ready to take the next step in your career with a company that's shaping the future of healthcare management? Planstin is looking for driven individuals who are ready to join our mission. Take advantage of our competitive benefits, join a culture that values progress, and grow with a team that supports success. Don't just watch us grow - be part of it. Apply to Planstin today and start making an impact.



Job Posted by ApplicantPro