Medicare Agent - West

The Baldwin Group•Vancouver, WA

7d•$20 - $25

About The Position

The Agent will be responsible for assisting senior agents 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. Agent will be expected to participate in lead rotation and enrollee members on their own in addition to assisting. 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 Agent will be responsible for assisting senior agents 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. Agent will be expected to participate in lead rotation and enrollee members on their own in addition to assisting. PRIMARY RESPONSIBILITIES: Are you looking for a fun and exciting place to work? Look no further than our team! We are seeking an Agent 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 Advisor 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. KNOWLEDGE, SKILLS & ABILITIES: We are seeking a candidate who possesses a strong understanding of fundamental office technology, with proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Our ideal candidate is an 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. The ideal candidate should be able to prioritize tasks, manage their time effectively and work well under pressure to ensure timely completion of projects. Additionally, a high level of technology proficiency is essential in this role. We require a candidate who is comfortable adapting to new software solutions quickly and has excellent problem-solving skills when it comes to identifying and resolving technical issues. If you are team-oriented, highly skilled in Microsoft Office, have strong communication skills, and thrive in a fast-paced environment, we encourage you to apply to join our dynamic team. Active Life, Health & Accident License is required upon hire EDUCATION & EXPERIENCE: Although a college degree from an accredited institution is preferred, a High School diploma or GED will also be acceptable for consideration. The ideal candidate must be able to contract with all insurance partners that we contract with, with the ability to provide our clients with comprehensive coverage options. At our company, our culture is based on our core values. It is essential that all our employees understand and demonstrate our core values. The ideal candidate for this position will share our values and be able to exude behavior aligned with our firm's culture. If you meet the above qualifications and are looking to take on new challenges in a dynamic, team-oriented work environment, we encourage you to apply for this exciting opportunity with us. Perks Of Working at Guided Solutions, a Baldwin Group Company Generous PTO Policy Complete health benefits package 401K with company matching Opportunity to move up in your career based on personal performance And more… If you are a dedicated and detail-oriented professional who is ready to take on new challenges in a fun and dynamic work environment, we encourage you to apply for this exciting opportunity. Plus, you'll have the satisfaction of knowing that you are helping our customers get the care they deserve. Salary range is $20-$25 per hour based on experience, skills and background and will be discussed in more detail during your interview. #LI-SL1 IND1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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
Manage their time effectively
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
Highly skilled in Microsoft Office
Strong communication skills
Thrive in a fast-paced environment
Active Life, Health & Accident License is required upon hire
Ability to contract with all insurance partners that we contract with, with the ability to provide our clients with comprehensive coverage options

Nice To Haves

College degree from an accredited institution is preferred

Responsibilities

Assisting senior agents with a Book of Business (BOB)
Assisting current customers/clients with selecting plans
Enrolling in plans
Customer service inquiries
General questions/concerns
Establishing a quality relationship with the customer
Participate in lead rotation
Enroll members
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 Advisor to assist with their customers as needed and as directed by company management
Processing applications/enrollments
Greeting customers as they arrive for appointments
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