Insurance Advisor Trainee

Ready to love your job? Benefit Connections, Inc. has an opening on our team of dedicated individuals in our Individual Department. As an Insurance Advisor in the Individual Department, you will educate and assist individuals in selecting the best coverage for their needs on plans ranging from Medicare, marketplace, dental, vision, long-term care, life, etc. This role works directly with a variety of individuals from all walks of life – seniors, families, couples, business professionals, etc. As an Insurance Advisor, you will meet with clients in a professional and organized manner to provide optimal products and services, assist with the enrollment process, and provide continued customer service and support as needed. In addition, the Insurance Advisor actively participates in internal training and certifications in order to maintain the PA State Life, Accident & Health Insurance License.

Salary range varies depending on position and experience.

Company Benefits and Perks:

• 4 ½ Day work week!!! No weekends or evenings
• Paid Time Off
• Simple IRA with Company Matching Funds
• Medical, Dental, Vision, Life and Disability Coverage
• Support for Community Involvement
• Team Building Events
• In-Person work experience in a new, beautiful office suite
• Opportunity for Advancement

A day in the life of an Insurance Advisor Trainee can look like:

• Preparing for and meeting with new and current clients
• Closing transactional sales and submitting accurate insurance paperwork/applications
• Remaining current on products and processes in a multi-product environment
• Communicating daily with clients and insurance carriers (using phone, Outlook, and Zoom)
• Interacting and following up with clients to help resolve issues
• Meeting or exceeding sales and performance goals
• Abiding by compliance guidelines and company policies/procedures
• Able to apply self-directed time management
• Providing exceptional customer service to our clients
• Proofreading a variety of different documents
• Working as a team with other licensed advisors
• Distributing client and prospect communications as needed
• Completing other duties and projects assigned as needed

Make an impact:

• Possess or able to pass the Pennsylvania State Life, Accident & Health Insurance license examination, and obtain the required background checks and fingerprinting. We will guide you through this process as well as the credentialing required with specific insurance companies
• Knowledge of health, dental, vision, long-term care, and life insurance or willingness to learn
• Multi-tasking and triaging workload in a fast-paced environment
• Excellent communication & organizational skills
• Strong computer skills and phone skills
• Proficient with Microsoft Office products and web-based applications
• Good interpersonal skills and attention to detail
• Professional & courteous disposition with a customer-focused attitude
• Proactively anticipate upcoming projects and needs of other team members
• Self-starter willing to take the initiative to assist other team members
• Possess reliable transportation
• Excels working in a small office environment

If this sounds like a good fit, we want to meet you!

To join our team, you will need:

• A positive and willing attitude to do more than the minimum
• Professional resume
• Three references with at least one professional reference

Job Type: Full-time

Pay: From $23.00 per hour

Expected hours: 37.5 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Can you tell us about any skills or experience you have that might be helpful in this job?
• Other than a paycheck, what motivates you to do a good job?

Experience:

• Customer service: 1 year (Required)

Work Location: In person