Medicare Advisor

The Baldwin Group•Fort Worth, TX

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. Are you looking for a fun and exciting place to work? Look no further than our team! We are seeking an Advisor who is dedicated to providing exceptional service and care to all of our customers/clients. As a valued team member, you will take point on resolving all issues to ensure our customer's needs are met. In this role, you will have the opportunity to interact with customers throughout the year and review their plan options to potentially assist them in enrolling into a different plan. Additionally, you will work alongside our Senior Advisors to assist with their customers as needed and as directed by company management. As part of our team, you will also be responsible for general office & operational duties such as processing applications/enrollments, greeting customers as they arrive for appointments, and covering the front desk duties. You will work with other teams and departments to help us meet and exceed our company goals and objectives. In this position, you will also have the opportunity to assist with assigned networking functions and external facing business development needs. You will work closely with our marketing team to provide content as requested and assigned. Additionally, you will perform educational & sales seminars as required or requested for our customers/clients.

Requirements

Strong understanding of fundamental office technology
Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ethical professional
Takes initiative in their work
Exceptional communication skills
Time management
Ability to prioritize tasks
Ability to manage their time effectively
Ability to work well under pressure to ensure timely completion of projects
High level of technology proficiency
Comfortable adapting to new software solutions quickly
Excellent problem-solving skills when it comes to identifying and resolving technical issues
Team-oriented
Active Life, Health, Accident License Required

Nice To Haves

A college degree from an accredited institution is preferred
Share our values and be able to exude behavior aligned with our firm's culture

Responsibilities

Assisting senior advisors with a Book of Business (BOB)
Assisting with current customers/clients with selecting plans
Enrolling clients in plans
Answering customer service inquiries
Answering general questions/concerns
Establishing a quality relationship with the customer
Participating in lead rotation
Enrolling members
Resolving all issues to ensure our customer's needs are met
Reviewing plan options to potentially assist them in enrolling into a different plan
General office & operational duties such as processing applications/enrollments, greeting customers as they arrive for appointments, and covering the front desk duties
Assisting with assigned networking functions and external facing business development needs
Working closely with our marketing team to provide content as requested and assigned
Performing educational & sales seminars as required or requested for our customers/clients