Insurance Contracting

2 months ago

Brentwood, United States Financial Grade Senior Consultants Full time
Job DescriptionJob DescriptionDescription:

Financial Grade is looking for an upbeat individual who is hardworking, reliable, and committed to doing their best every day to join our growing Insurance Contracting & Licensing team at our Brentwood, TN office This is a high-level administrative role with heavy phone work. Do you have a great attitude and love working on the phone? This job is for you


We have been around for almost 20 years but still have the small-business feel There is MUCH opportunity for growth and development.


THIS IS AN IN-OFFICE ROLE BASED IN OUR NEW BRENTWOOD (NASHVILLE), TN LOCATION. THIS IS NOT A REMOTE POSITION.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Providing excellent Customer Service by answering incoming Agent calls & emails in a professional and timely manner.
  • You are the point person for all Agent questions, problems, and concerns
  • Outbound calling to Agents for campaigns, to collect RSVP’s for events and other projects.
  • Completing contracting with carriers for all internal and external Agents.
  • Ensuring all in-house Sales Representatives are licensed and licenses are up to date.
  • State Appointment maintenance and submission for internal and external Agents and all Carriers.
  • Acquiring new state licenses as needed.
  • Ensuring all internal Representatives and Agencies have completed certifications yearly.
  • Assisting external Agents with certifications and follow up to ensure completion.
  • Following up on lead inquiries for potential new Agents.
  • Processing Agent enrollment applications.
  • Agent recruiting; contacting current and prospective Agents for contracting with our organization.
  • Working closely with President/CEO to develop and maintain relationships with Carriers.
  • Act as the first point of contact with Agents and partnerships to develop sales initiatives to drive FG business.
  • Facilitate and maintain positive relationships with FG Agents and GA’s to promote their business; weekly conference calls, explaining FG opportunities, and provide high touch service.
  • Point person for Health Underwriter Associations; organizing participation in events, advertising, sponsorship and promotion of events to Agents.
  • Communicating updates from Carriers and scheduling trainings.
  • Continuously updating contracting training manuals.
  • AHIP, Carrier Certification, and Continuing Education monitoring/tracking for internal and external team.
  • Conducting webinars, small group, and one-on-one training sessions with internal and external team.
  • Attending Agent training and recruiting events (on occasion), representing the company and obtaining new relationships.
  • Multitasking daily; being able to accomplish multiple projects at a time whether ongoing or deadline project.
  • Keeping an organized activity log utilizing CRM
  • Back up to all Admin duties, including answering incoming calls and fielding appropriately.
Requirements:
  • Bachelor's degree preferred
  • 5 years of administrative/clerical and/or credentialing, licensing, or contracting experience
  • Experience with CRMs
  • Excellent phone presence
  • Excellent command of written and spoken English; preference given to candidates who are fluent in Spanish as well.
  • Professional and personable demeanor
  • Highly organized
  • Detail-oriented
  • Proficiency with all MS Office applications
  • Excellent multi-tasker
  • Eagerness to learn new tasks and grow with the company
  • Initiative to take on additional responsibilities
  • Open and enthusiastic about coaching
  • Maintains a sense of urgency with all tasks
  • Priority given to bilingual English/Spanish candidates


Benefits

  • Competitive base pay based on experience, and bonuses
  • Health insurance including Dental, Life, and Vision (Employer paid 70%)
  • 401k with Match and Profit-sharing
  • Paid Sick Time & Vacation
  • Paid holidays
  • A Positive work environment
  • Paid Parking
  • Corporate Wellness Program with a discounted gym membership
  • Professional development assistance
  • Referral program

APPLY TODAY

Financial Grade & My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.


*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check.


Financial Grade & My Senior Health Plan* participates in E-Verify.*

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