The Broker and Enrollment Consultant is responsible for being the primary contact for outside independent employee benefits brokers and agents, who conduct business with Broker Source. Represent Broker Source as a professional and service-oriented company, contributing to its development and growth.
Essential Functions
Receive incoming calls from individuals interested in individual health insurance as well as Medicare options for the senior market
Educate customers on benefit plan options and the enrollment process
Provide assistance to customers calling in with their enrollment and application completion by providing a thorough understanding of carrier options available to them
Assist with Broker Source marketing events, as needed
Develop and maintain a strong working knowledge of carrier products, maintaining an accurate and current inventory of carrier marketing materials
Input customer data/demographics accurately and proficiently into quoting and enrollment platform, maintain information in database systems
Accurately answer questions, regarding Broker Source products and services
Occasionally conduct outbound calls to clients looking for health insurance and needing service issues resolved, marketplace and carrier calls as needed
Sell ancillary products alongside the health insurance options
Promote Call Center enrollments and services to ensure prompt product enrollment
Liaison between General Agency and carriers to obtain and maintain appointments for yourself and the agency
Monitor and respond to emails from multiple mailboxes
Demonstrate strong customer service skills, with emphasis on courtesy and telephone etiquette
Assist with new business installations and account management on the group side
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Participate in job-related seminars and other training to maintain and develop effective knowledge and skills
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES:
Strong working knowledge of carrier health benefit plans
Excellent customer service skills
Highly organized, with a strong attention to detail
Ability to work within a fast-paced, changing priority environment
Strong computer skills in MS Office 365 suite of products, with the ability to effectively utilize agency management systems and carrier internet system
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications
2-4 Years previous employee benefits insurance experience preferred
4 Year degree in business or other position-related field preferred
Possession of, or the ability to quickly obtain, required insurance licenses for the states of Kansas and Missouri
Working Conditions And Reasonable Accommodations
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Insurance
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