Job details
Job type full-time
Full job description
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Contacts prospective customers via telephone using company provided scripts to verify/identify financial protection needs and determine products and/or services that may be of benefit to potential customers and to provide alternative options of additional coverage and/or reduced premiums.
Pre-qualifies prospective customers by verifying program eligibility and health status and offers no-obligation quotes on health and life insurance programs.
Introduces and describes product or service features and benefits and completes quote.
Completes sale by obtaining e-payment and e-signature, answering prospects` questions, and reviewing features and benefits with the applicant and discussing advantages of completing the process immediately.
Works closely with sales distribution partners to expand the number of sellers and increase overall production by responding to all sales fulfillment requests and providing assistance on sales projects.
Introduces insurance products or service function features and benefits to potential and currently contracted sales distribution partners.
Receives and services all request calls for literature (fulfillment) and recognition/appreciation items on a first available basis in order to provide sales distribution partners with necessary materials to meet their needs and increase sales.
Provides administrative support to allow sales distribution partners to focus on selling and not administrative tasks.
Provides customer service to agents by answering phone calls, providing information and documenting calls.
Answer incoming calls from agents on such things as, but not limited to; agent commissions, contracting, licensing and continuing educationIdentifies critical issues and escalates issues appropriately.
Research multiple systems and websites to gather information to answer agent questions and resolve complaints or concerns.
Documents the nature and outcome of all phone calls to ensure file has all information required to fulfill or agent requests.
Performs other related duties as necessary or assigned.
Success profile
Knowledge, skills, and abilities
Demonstrate the american enterprise core competencies of change, communication, customer focus, financial acumen, innovation, teamwork, critical thinking, and decision makingFor a full description of each competency, please visit americanenterprise.com/core-competencies.
Embrace and foster a diverse and inclusive culture that aligns with our commitment to thrive togetherToolkit: we are building resources for employee reference, including a diversity driven book club, leadership training, and a culture of betterment philosophyHear: every employee has a voiceWe listen with attention to gain knowledge and to understandRespect: we empower people by respecting and appreciating their differencesInclusion: we support a collaborative workforce that promotes belonging and respect that increases participation and contribution from all employeesValue: all employees’ are appreciated for their uniquenessEquity: for all.
Demonstrate an agile mindset* of trust, teamwork, and transparency and capability to implement agile tools into daily work, allowing for quick adaption to change(*an agile mindset is the set of attitudes supporting an agile working environment including trust, teamwork, transparency, respect, improvement, ongoing learning, pride in ownership, focus on delivering value, and the ability to adapt to change.)
Embrace our culture of betterment, which surrounds the questions: does this decision enhance the customer, the team, and/or the organization? to achieve optimum results, we work within the guidelines of keeping our commitments to one another, being result-driven through continuous improvement and agility, and by staying true to our core values including integrity, positivity, and teamwork.
Communication: strong verbal and written communication skills with the ability to respond effectively with both internal and external customersStrong listening skills with ability to understand and ask relevant questions.
Functional / technical skills: has the functional and technical skill and knowledge to perform the job responsibilities at a high level of proficiency.
Time management: ability to use time effectively and efficiently with the ability to multi-task.
Customer focus: acts with the customer in mindHas the ability to establish effective relationships and gather information needed to meet customer expectations.
Education and experience
Education
High school diploma or general education degree (ged) required.
Experience
3+years of customer service and/or sales experience requiredPrefer specific experience with senior products as well as working with agents and potential policyholders.
Travel requirements
Travel required?
Type
Percentage
Physical requirements
Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time
Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.
This job description does not list all activities, duties, or responsibilities that may be requiredThe employee in this position may be assigned other duties at any time with or without notice.
This job description does not constitute a contract of employment and the company may exercise its employment-at-will rights at any time.
