Licensed Health Insurance Agent

About the Role

Sizeland Medicare Strategies helps retirees and families navigate Medicare, protect what matters most, and plan for a more confident retirement. For nearly three decades, Sizeland Medicare has provided personalized guidance across Medicare planning, life insurance, and retirement income strategies for clients throughout the country.

Office location: 719 E. Grand River Ave., Brighton, MI 48116.

Responsibilities

• Promote the company’s product portfolio and provide service assistance to consumers via telephone and internet to increase company revenue and profit.
• Respond to consumer inquiries through inbound and outbound calls as well as internet inquiries.
• Deliver prepared sales scripts to educate, inform, and provide solutions to potential customers; describe solutions for individual sales situations.
• Communicate with consumers regularly regarding product information, rate changes, and key benefits.
• Monitor compliance with program reporting rules and sales requirements.
• Update and maintain the proprietary Lead Advantage System in accordance with policies and procedures.
• Document each and every consumer contact with detailed notes.
• Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees.
• Assist with special projects/assignments as requested by members of management.
• Perform all duties in accordance with company policies and procedures, and all federal, state, and local laws where the company operates.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED (required).
• Bachelor’s Degree in marketing or related field, or equivalent combination of education and experience.
• Three (3) or more years of general insurance industry or related field experience (financial services, marketing, web-based business, business-to-business customer service, or call center).
• Active Life and Health Insurance license in resident state.

Skills

• Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate.
• 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.
• Skill in time management and organization.
• Skill in maintaining effective working relationships with customers, employees, and the general public.
• Skill in project management.
• Proficient computer skills (Microsoft Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook 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.
• Ability to persuade.
• Ability to run quotes for products.
• 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.
• Ability to be a self-starter, motivated, and accomplish goals and tasks within a given time frame.
• Strong verbal and written proficiencies in the English language (bilingual in Spanish and English preferred).