Licensed Retention Specialist Position Available In Palm Beach, Florida

Licensed Retention Specialist
West Palm Beach, FL, USA Req #3685 Thursday, May 15, 2025
Assured Health Group (AHG) is a proud member of the Alliant family ofpanies. AHG ismitted to empowering our insurance agents to optimize their time, increase their earnings, and elevate their business standing. We support every aspect of an agent’s business with aprehensive portfolio that includes advanced technology, and robust marketing programs. We are dedicated to delivering exceptional service and resources to help agents succeed and distinguish their business in thepetitive insurance market. More information is available on thepany’s website at: assuredhealthins. SUMMARY Responsible for providing a wide variety of support services to promote thepany’s product portfolio via the telephone and internet to support Medigap to increasepany revenue and profit.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Existing Client Support:

Work with existing clients to discuss current policies and prices and determine if the client continues to have the best health care plan available;

• Renew and rewrite existing policies and cancellations for clients and cross sell exiting policies. Conduct exit interviews for disenrolled clients. Monitorpliance with program reporting rules and requirements;
• Update and maintain CRM in accordance with policies and procedures. Document each and every consumer contact with detailed notes;

Special Projects:

Work collaboratively with fellow staff to advance the values and mission of Medigap and Senior Market Sales by serving on relevant internal and externalmittees; Assists with special projects/assignments as requested by members of management;

• Perform all duties in accordance with allpany policies and procedures, and all federal, state and local laws, wherein the Company operates;
• Performs other duties as assigned.

QUALIFICATIONS EDUCATION / EXPERIENCE

High School Diploma, or GED, or equivalentbination of education and experience Bachelor’s Degree, in Marketing or a related field Two (2) or more years, Customer Service Life/Health Insurance License, within 30 Days, Required SKILLS Active Life and Health Insurance license in resident state. Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate. Knowledge of the general industry procedures, practices and terminology. Skill in working effectively with inbound and outbound callers/customers. Skill in negotiating and problem solving to resolve internal and external conflicts. Skill in the use of office equipment includingputer, fax, printer, telephone system, etc. Skill in the use of time management and organization skills. Skill in maintaining effective working relationships with all customers, employees and the general public. Skill in project management. Proficientputer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred). Ability tomunicate effectively, both orally and in writing, in a constructive manner. Ability to approach andmunicate with a wide range of personalities in a professional and courteous manner. Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations. Ability to engage in effective interpersonal interaction, verbalmunication and writtenmunication. Ability to persuade. Ability to run quotes for products. Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests. Ability to read, write andmunicate English effectively. Ability to maintain allpany policies, including all confidentiality and safety policies. Ability to actively contribute to team effort. Ability to work independently, exercise independent judgment, make and execute decisions. Ability to be a self starter, motivated and aplish goals and tasks within a given time frame. Strong verbal and written proficiencies of the English language. Bilingual (Spanish and English) #LI-GS1 We are proud to provideprehensive, high quality employee programs to meet employees’ needs now and in the future, including a verypetitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the “” button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable amodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service’s benefits, click here.
Other details
Pay Type Hourly Hiring Rate $23.47 Travel Required No