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Alliant Insurance Services · 2 weeks ago

Licensed Agent

United States

Full-time

Remote

Mid Level

3+ years exp

Alliant Insurance Services is responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet. The Licensed Agent will promote products, respond to consumer inquiries, and assist in maintaining compliance while supporting company revenue and profit.

ConsultingFinancial ServicesInsurance

Hiring Manager

Daniel Duronslet, CDR

Responsibilities

Promote the company’s product portfolio and provide service assistance to consumers

Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries

Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Describe solutions for individual sales situations

Communicate with consumers regularly regarding product information, rate changes and key benefits

Monitor compliance with program reporting rules and sales requirements

Update and maintain proprietary Lead Advantage System in accordance with policies and procedures

Document each and every consumer contact with detailed notes

Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees

Assists with special projects/assignments as requested by members of management

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates

Performs other duties as assigned

Qualification

Life/Health Insurance licenseInsurance industry knowledgeProficient computer skillsProject managementNegotiationProblem solvingCustomer service skillsEffective communicationTime managementInterpersonal skillsSelf-motivation

Required

High School Diploma or GED Required

Bachelor's Degree in marketing or related field, or equivalent combination of education and experience

Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience

Life/Health Insurance license

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 including computer, 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

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)

Ability to communicate effectively, both orally and in writing, in a constructive manner

Ability to approach and communicate 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 situation

Ability to engage in effective interpersonal interaction, verbal communication and written communication

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 maintain all company 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 accomplish goals and tasks within a given time frame