Licensed Retention Specialist

Alliant Insurance Services•Charlotte, NC

7d•Onsite

About The Position

Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support Medigap to increase company revenue and profit.

Requirements

High School Diploma, or GED, or equivalent combination of education and experience
Bachelor's Degree, in Marketing or a related field
Two (2) or more years, Customer Service
Life/Health Insurance License, within 30 Days, Required
Active Life and Health Insurance license in resident state
Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate
Knowledge of the 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, telephone system, etc
Skill in the use of time management and organization skills
Skill in maintaining effective working relationships with all customers, employees and the general public
Skill in project management
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
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 English effectively
Ability to maintain all company policies, including all 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 of the English language
Bilingual (Spanish and English)

Responsibilities

Work with existing clients to discuss current policies and prices and determine if the client continues to have the best health care plan available
Renew and rewrite existing policies and cancellations for clients and cross sell exiting policies
Conduct exit interviews for disenrolled clients
Monitor compliance with program reporting rules and requirements
Update and maintain CRM 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 Medigap and Senior Market Sales by serving on relevant internal and external committees
Assists with special projects/assignments as requested by members of management
Perform 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