Licensed Retiree Benefits Advisor

Responsibilities:

Ability to consistently provide a world class experience at all customer touchpointsMaintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care)Ability to pass AHIP and annual carrier certificationsKnowledge of Medicare Advantage, Medicare Supplement, and prescription drug plansWillingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plansEnroll retirees compliantly and efficiently by reading scripting verbatimMeet and/or exceed key performance indicatorsHandle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needsResponsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participantActively manage all appointments to follow up with a prospectRespond to voicemails within 24 business hoursMonitor the internal chat and respond in a timely fashion to any questions or requestsDeliver a consistently positive customer experience in a highly ethical and professional mannerStrong computer skills, Microsoft Office proficiency, experience using multiple screens is a plusCapable of absorbing new information and adapting to new processes and programs rapidlyAbility to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and educationAdhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity. Required Experience High school degree or equivalent2 years of experience in consultative sales and/or customer service, preferably in a call center or high-volume environmentAptitude for understanding details of Medicare insurance and complying with all CMS regulationsNo contracting restrictions as related to carriers and/or previous employers. Release documents are required if previously sponsored by carriers or other companies To be successful, you will need the following skills: Medicare sales and/or insurance salesTime management and self-discipline, ability to multitaskAccountability and be open-minded to constructive criticismEffective communication including strong written and verbal communication skills, interpersonal skills, active listening, as well as conflict resolution and decision-making skillsIndependent thinker and take initiative in a virtual call center environmentStrong computer skills, Microsoft Office proficiency, experience using multiple screens is a plusDesire to learn, ability to self-study, and absorb new information and processes rapidlyCapable of spending extensive time on the phone making outbound calls and receiving inbound calls consecutively dailyAbility to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and educationPerformance accountability: Effectively manage call volume, meet AHT expectations, and maintain low offline time to ensure productivity and efficiency