Sales Onboarding Specialist

Integrity Marketing Group•Norwell, MA

About The Position

Sales Onboarding Specialist GarityAdvantage Norwell, MA About GarityAdvantage GarityAdvantage, an Integrity company, is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. GarityAdvantage is based in Norwell, Massachusetts. Job Summary GarityAdvantage is a fast paced, growing insurance marketing organization conveniently located right off Rt. 3 on the Norwell/Rockland border. GarityAdvantage is currently looking for a team player to join our rapidly growing company to help bring our Customer Service Team to the next level. The Sales Onboarding Specialist is an exciting Entry Level role at Garity. Wearing many hats, this role works closely with Agents, Healthcare Carriers and an Energetic Team to ensure that our contracting, certification and sales onboarding processes are completed successfully. This role works closely with the Garity Sales team to ensure Agent’s success during the contracting process and to support Agents/Agencies that are new to Garity. Ideally, this individual will be detail oriented, have the ability to multi-task and prioritize, have experience with process improvements to accommodate growth, can deliver "white glove" customer service, have a good sense of humor and thrives in a fast-paced environment:

Requirements

Excellent organization skills and attention to details
Excellent written and oral communication skills
Ability to provide top level customer service
Customer-focused, positive attitude and professionalism
Self-Motivated
Working knowledge of Excel, Word, Outlook, the Internet and Smart Office
Willing to work as part of the team to move the company forward
Ability to multi-task and prioritize in a fast-paced environment
Eager and able to learn new systems and software and assist with other tasks and projects
Ability to travel to agent and company events

Responsibilities

Assist agents with questions regarding the contracting and certification process
Outreach to agents regarding contract status and offers help to ensure completion
Maintain specific contracting and certification procedures for many Healthcare Carriers
Update and maintain contracting and certification agent CRM database
Track status of submitted contracts and troubleshoots
Review and update Carriers contracting and certification reports
Support the Garity Sales team in onboarding new Agent/Agencies
Help improve process for continued growth and scalability
Support agent progress from introduction to first sale