Insurance Professionals | Dynamic Client Service
1 week ago
We are seeking licensed insurance professionals specializing in Accident and Health, as well as unlicensed individuals with experience in the insurance industry. As a Licensed Insurance Agent, you will play a crucial role in providing clients with expert advice and tailored solutions.
About the Role/Roles:- Assess client needs, recommend suitable coverage options, and build strong relationships to ensure long-term satisfaction.
- Provide sales consultation, including needs analysis, plan comparison, and complete provider and RX look-ups.
- Schedule seminar reservations, broker appointments, and process fulfillment requests using documented procedures.
- Complete telephonic enrollments and provide broker support.
- Update CRM and document call outcomes.
- Answer inbound calls from prospects, existing members, and brokers.
- Complete outbound calls to prospects and members based on client needs.
- Must have an active PA Accident & Health license.
- Prior experience selling Medicare plans is required.
- Prior call center experience and/or experience assisting clients via phone support is preferred.
- Answer inbound calls from prospects, existing members, and brokers.
- Provide general plan benefit information without plan comparisons.
- Schedule seminar reservations, broker appointments, and process fulfillment requests using documented procedures.
- Complete telephonic enrollments and update CRM.
- Broker support includes assisting brokers with appointment processes and providing application status.
- Complete outbound calls to members based on client needs.
- Prior experience with Medicare and/or insurance is preferred.
- Prior call center experience and/or experience assisting clients via phone support is preferred.
Licensed professionals with experience can earn $20/hour plus potential incentives. Unlicensed professionals with insurance/medicare experience can earn $17.50/hour.
Benefits:We offer major medical, dental, vision, 401k, and statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
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