Financial Brokerage Sales Support Associate

Alliant Insurance Services•San Antonio, TX

About The Position

Responsible for handling administrative functions that support agents and agencies, including marketing and sales administration, client meetings, new business enrollment and processing, compliance, IT support, and general team administration. The role supports new and existing relationships, serves as a liaison for escalations, and helps agents use company systems and resources. It also maintains confidential client records in accordance with compliance procedures and standards, provides proactive agent outreach, and shares knowledge of business lines and products. The position performs all duties in accordance with company policies and applicable federal, state, and local laws, as well as other duties as assigned.

Requirements

High school diploma or GED; a bachelor's degree or an equivalent combination of education and work experience is also listed.
One or more years of administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office.
Experience with Senior Health Insurance/Medicare plans, including quoting, plan selection, and client enrollment.
Active Health & Life Insurance License within 180 days.
Knowledge of 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, including the ability to engage effectively with diverse teams and stakeholders.
Excellent analytical, problem-solving, time-management, and presentation skills.
Excellent planning, organizational, and prioritization skills.
Ability to remain organized and detail-oriented while being flexible and responsive to multiple urgent requests.
Ability to handle difficult and stressful situations with professional composure.
Proficiency in Microsoft Office Suite.

Responsibilities

Provide support for new and existing relationships.
Act as a liaison with support teams on escalations involving new business, commissions, contracting, and technology platforms.
Provide marketing and CRM system training, administration, and implementation.
Help agents with website navigation, supply ordering, commission statements, and application status.
Handle client files confidentially and maintain accurate, secure records in accordance with compliance procedures and standards.
Resolve escalated agent concerns or issues.
Proactively contact existing agents about carrier items, level-up qualifiers, certification calls, webinars, and the co-op reimbursement process.
Share knowledge of different lines of business and product types and answer team questions as appropriate.
Manage proactive communications to TR, including newsletters, Vidyards, and carrier bulletins.
Maintain expertise in carrier processes and procedures.
Seek recruiting opportunities.
Perform duties in accordance with company policies and applicable federal, state, and local laws.
Perform other duties as assigned.