What are the responsibilities and job description for the Sales Support Associate II - Med Solutions position at allianthcm?
JOB SUMMARY
Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.
Essential Duties and Responsibilities
Provides support for new and existing relationships
Proactive outreaches to existing agents for carrier items, level up qualifies, certification calls, promotion of webinars, and co-op reimbursement process
Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms
Provides marketing and CRM system training, administration and implementation.
Helps agents in website navigation/supply ordering/commission statements, and app status.
Confidentially handles client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
Resolves escalated agent concerns or issues.
Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
Maintains expert knowledge of carrier processes and procedures.
Seeks recruiting opportunities.
Performs 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.
QUALIFICATIONS
High School Diploma or GED Required
Bachelor's Degree or an equivalent combination of education and work experience preferred
Three (3) or more years of administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office required
Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment preferred
Active Health & Life Insurance License Upon Hire Required
SKILLS
Knowledge of the general industry procedures, standards, systems, resources, practices, and terminology
Knowledge of federal, state, and local laws as well as industry regulations
Excellent written and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders
Excellent analytical, problem solving, time management, and presentation skills
Excellent planning, organizational, and prioritization skills
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 handle difficult and stressful situations with professional composure
Proficient in Microsoft Suite
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