Agent Relations Representative (Inside Sales)

Jack Schroeder and Associates, LLCFort Myers, FL
$50,000 - $60,000Onsite

About The Position

Agent Relations is responsible for achieving assigned sales/membership growth targets through Independent Agents and Agencies. The team is focused on recruiting independent agents to seminars, webinars, and special events as well as cross-contracting to eligible specific lines or carriers.

Requirements

  • High degree of accuracy and attention to detail
  • Advanced computer skills, including Microsoft Office Suite
  • Ability to manage, prioritize, and multi-task projects by applying judgement and knowledge.
  • Ability to work under pressure to meet deadlines while maintaining quality work.
  • Excellent verbal/written communication and interpersonal skills
  • Self-starter

Nice To Haves

  • Bilingual is a plus!

Responsibilities

  • Recruits health and life insurance agents through daily outbound call campaigns.
  • Continually build and service our growing business partners of Agents and Agencies.
  • Provide a structured on-boarding process, assisting with corporate contracting, appointment requirements / carrier certification requirements, carrier enrolment tools, and systems. Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance requirements, and sales systems.
  • Acts as a liaison between Agents and health plans with respect to the sales process to ensure Agents are appropriately set up and supported across their lifecycle. This includes contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc.
  • Ensures sales techniques are following CMS regulations, and regularly review sales results and provide feedback to Agents.
  • Facilitates engagement of Agents in executing these plans and ensure that Agents appropriately represent our product portfolio and service offerings.
  • Ensures Agents adhere to sales and marketing guidelines associated with compliance requirements.
  • Performs other duties as required.

Benefits

  • Competitive salary tailored to your experience
  • Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
  • Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
  • Access to an Employee Assistance Program for added support
  • Optional voluntary benefits for extra peace of mind
  • Half-day Fridays from January through September, with full-day pay, to support work-life balance
  • Paid company holidays
  • Immediate access to paid time off, including sick leave
  • Opportunities for professional development to grow your skills and advance your career
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