Internal Marketing Consultant- Health Insurance

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.

About the role

Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit.

Responsibilities

• Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.
• Develop assigned marketing plans and provide service assistance to agents.
• Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products.
• Recruit, train, service, and assist agents to enable them to produce at the highest level possible.
• Assist agents with issues including recruit kits for carriers, training, contracting, certification, and transactional issues such as electronic signature, telephonic signatures, and app-by-email.
• Communicate with agents regularly regarding product information, rate changes, and key agent benefits.
• Monitor compliance with program reporting rules and sales requirements.
• Provide technical support training, sales, and marketing coaching.
• Identify and cultivate top producers; identify problem agents.
• Recruit agents to participate in special opportunities, such as new lead sources and alternative methods of enrollment (e-commerce, e-signature, tele-app, etc.).
• Develop a Team Roster of agents/agencies and maintain regular contact/support while complying with procedures to protect all hierarchy relationships. Normally, there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. Exceptions may apply based on specific circumstances and requests, subject to review and approval by a marketing supervisor.
• Update and maintain Contact Management System information in accordance with policies and procedures.
• Manage Team Roster and task list.
• Maintain working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, and moving agents and agencies into production.
• Conduct webinars and introduce SMS technology tools.
• Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees.
• Assist with special projects/assignments as requested by members of management.
• Perform other duties as assigned by management.

Requirements

• Bachelor's Degree in marketing or a related field, or High School Diploma/GED.
• Three (3) or more years of general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service, or call center) experience.
• Life/Health Insurance license.

Skills

• Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
• Knowledge of general industry procedures, practices, and terminology.
• Skill in working effectively with inbound and outbound callers/customers.
• Skill in negotiating and problem-solving to resolve internal and external conflicts.
• Skill in the use of office equipment including computer, fax, printer, and telephone system.
• Strong time management and organizational skills.
• Ability to maintain effective working relationships with all customers, employees, and the general public.
• Project management skills.
• Proficient computer skills (Microsoft Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).
• Ability to communicate effectively, both orally and in writing, in a constructive manner.
• Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
• Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
• Ability to engage in effective interpersonal interaction, verbal communication, and written communication.
• Persuasive ability.
• Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
• Ability to read, write, and communicate in English effectively.
• Ability to maintain all company policies, including confidentiality and safety policies.
• Ability to actively contribute to team effort.
• Ability to work independently, exercise independent judgment, make and execute decisions.
• Self-starter, motivated, and able to accomplish goals and tasks within a given time frame.
• Strong verbal and written proficiencies in the English language; bilingual (Spanish and English) preferred.

Benefits

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.