Sales Support Associate II - Med Solutions

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.

More information is available on the company's website at: www.seniormarketsales.com

JOB SUMMARY

Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.

Essential Duties and Responsibilities

• Provides support for new and existing relationships
• Proactive outreaches to existing agents for carrier items, level up qualifies, certification calls, promotion of webinars, and co-op reimbursement process
• Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms
• Provides marketing and CRM system training, administration and implementation.
• Helps agents in website navigation/supply ordering/commission statements, and app status.
• Confidentially handles client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
• Resolves escalated agent concerns or issues.
• Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
• Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
• Maintains expert knowledge of carrier processes and procedures.
• Seeks recruiting opportunities.
• Performs 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

High School Diploma or GED Required

Bachelor's Degree or an equivalent combination of education and work experience preferred

Three (3) or more years of administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office required

Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment preferred

Active Health & Life Insurance License Upon Hire Required

SKILLS

Knowledge of the general industry procedures, standards, systems, resources, practices, and terminology

Knowledge of federal, state, and local laws as well as industry regulations

Excellent written and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders

Excellent analytical, problem solving, time management, and presentation skills

Excellent planning, organizational, and prioritization skills

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 handle difficult and stressful situations with professional composure

Proficient in Microsoft Suite

#LI-RF1

• Georgia, USA
• North Carolina, USA
• Ohio, USA
• Omaha, NE, USA
• South Carolina, USA