Medicare Advisor

The Baldwin Group•Vancouver, WA

10d

About The Position

The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States. The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States. The Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer. Advisor will be expected to participate in lead rotation and enrollee members on their own in addition to assisting.

Requirements

Strong understanding of fundamental office technology, with proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Ethical professional who takes initiative in their work and demonstrates exceptional communication skills.
Time management is also an essential quality for success in this role.
Able to prioritize tasks, manage their time effectively and work well under pressure to ensure timely completion of projects.
High level of technology proficiency is essential in this role.
Comfortable adapting to new software solutions quickly.
Excellent problem-solving skills when it comes to identifying and resolving technical issues.
Team-oriented, highly skilled in Microsoft Office, have strong communication skills, and thrive in a fast-paced environment.
Must be able to contract with all insurance partners that we contract with, with the ability to provide our clients with comprehensive coverage options.
Understand and demonstrate our core values.
Active Life, Health, Accident License Required.

Nice To Haves

College degree from an accredited institution is preferred.

Responsibilities

Assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer.
Participate in lead rotation and enroll members on their own in addition to assisting.
Take point on resolving all issues to ensure our customer's needs are met.
Interact with customers throughout the year and review their plan options to potentially assist them in enrolling into a different plan.
Work alongside our Senior Advisors to assist with their customers as needed and as directed by company management.
General office & operational duties such as processing applications/enrollments, greeting customers as they arrive for appointments, and covering the front desk duties.
Work with other teams and departments to help us meet and exceed our company goals and objectives.
Assist with assigned networking functions and external facing business development needs.
Work closely with our marketing team to provide content as requested and assigned.
Perform educational & sales seminars as required or requested for our customers/clients.