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Form of workAt Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.
SUMMARY
Responsible for assisting Medicare beneficiaries with enrollment regarding Medicare Part D, Medicare Part C and Medicare Supplement plans by providing one-on-one counseling, enrollment assistance and post-enrollment advocacy. This position will be responsible for maintaining a book of business and helping assist with new clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Acts as the lead representative to an assigned book-of-business and is responsible for overall client relationship to maintain high account retention rate.
Strategically guides the client through the decision making process.
Maintains ownership of all client deliverables by the service team.
Problem solves issues relating to Medicare products, including looking at customer service concerns thought the year.
Manages overall client relationship to maintain high account retention rate.
Responsible for planning and meeting agency service, marketing and sales goals.
Interacts with new and existing clients to promote the organization and exceed the client's service expectations.
Interfaces with internal staff and cross-functional teams (carriers, vendors, and partners) to initiate the new and renewal business.
Maintains knowledge of emerging trends and changing laws.
Maintains and drives client calendars for service team.
Participates in Medicare workshops by assisting with consumer education and assistance with set-up/planning as needed.
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
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degree, or equivalent combination of education and experience
Six (6) or more years, related work experience
Must continue to meet Continuing Education requirements for license renewal,
Valid Insurance License
SKILLS
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
Excellent organization, attention to detail, and effective time management skills
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers, and other business contacts
Expert level knowledge of Medicare products
#LI-AS1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
For more information on Alliant Insurance Service's benefits, click here.
- Pay Type Salary
