Alliant Insurance Services · 3 months ago
Licensed Retention Specialist
West Palm Beach, FL, USA
Full-time
Onsite
Entry Level
$23.47/hr - $23.47/hr
2+ years expAlliant Insurance Services is committed to empowering insurance agents with advanced technology and marketing programs. The Licensed Retention Specialist is responsible for providing support services to promote the company's Medigap product portfolio, ensuring client satisfaction and compliance while working to increase company revenue.
ConsultingFinancial ServicesInsurance
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. Monitor compliance 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 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
Required
High School Diploma, or GED, or equivalent combination 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
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 situations
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 read, write and communicate English effectively
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
Strong verbal and written proficiencies of the English language
Preferred
Bilingual (Spanish and English)
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
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Company data provided by crunchbase