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Licensed Benefit Advisor

Job Post Index 1F79B6-Sy##
Location Lincolnshire, IL
Description: Description
  • Assists current carrier members with plan selections.
  • Handle members who are losing their existing coverage and have an SEP to enroll into a new plan.
  • Selling/enrolling current members into appropriate Insurance products including health and drug plans
  • Providing Medicare education, conducting needs analysis, and assisting the member in selecting an appropriate plan for their needs.
  • Enroll members compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim.
  • Identify Medicare prospect’s needs using a needs based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plan
  • Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
  • Generate outbound phone calls to pre-set appointments and non-pre-set appointments
  • Actively listen to identify customer questions and needs, utilize probing questions when necessary
  • Meet and/or exceed monthly sales goals and service levels
  • Handle inbound service calls by providing accurate and complete information via researching/selling/locating licensed agent
  • Actively manage all assigned appointments to ensure all retirees needs are met on a timely basis
  • Respond to voicemail within 24 hours, internal chat requests, handle and support customer complaints and/or client escalations
  • Deliver a consistently positive customer experience in a highly ethical and professional manner
  • Absorb new information and have the flexibility to adapt to new processes rapidly
  • Remain compliant with the Centers for Medicare and Medicaid Services (CMS), Medicare Marketing Guidelines and Company Retiree Health Exchange quality standards.
Skills: Qualifications
  • Ability to pass licensing exam and Carrier certifications annually and maintain good standing
  • Knowledge of Medicare health, prescription drug plan, vision and dental enrollments
  • High School degree (or GED) required
  • Undergraduate degree or equivalent work experience preferred
  • America’s Health Insurance Plan
  • Active resident life and health insurance license along with all applicable lines of authority for the resident state the agent resides within, or ability to renew license prior to start date
  • Strong sales experience
  • Desire to learn, ability to self-study, drive to succeed
  • Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
  • No contracting restrictions as related to carriers and/or previous employers.
  • Release documents are required if previously sponsored by carriers and brokers
  • Ability to successfully complete America’s Health Insurance Plan (AHIP)
  • Strong written and verbal communication, sales development and rapport building skills
  • Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education
  • Experience using desktop and browser-based software
  • Experience with MS Word, Excel, SharePoint, and Outlook
Preferred Qualifications
  • Affordable Care Act(ACA) experience
  • Proven track record of Medicare sales and/or commercial insurance sales
  • Experience in contact centers that includes outbound sales experience (cold calling)
  • Experience selling MAPD and Medicare Supplement plans.

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