Senior Insurance Advisor

Call Center · Knoxville, Tennessee
Department Call Center
Employment Type Full-Time
Minimum Experience Entry-level
Compensation hourly rate plus commissions

Are you a self-motivated, hardworking professional that wants to advance your career, help others, and increase your income? Do you want to be a part of a team with sales support, training, and leads? Do you have a Life & Health Producer License (or are interested in getting yours)?  


Our agency specializes in helping Medicare beneficiaries and their families. We represent ALL major companies and products in the senior market. We have 35 years of experience and a full staff including appointment setters, commission accountants, marketing, customer service reps and more to support you.


We are growing our call center to add licensed phone agents to our team. This is a W2 role with an hourly base rate plus commissions and benefits. You don't have to have your license to apply, but you will need to obtain it within a specific amount of time. While this is a phone-based position and many of us are working remotely right now due to COVID-19, this is a Knoxville, TN-based position that will require in-office training initially and will be a mostly in-office role post-COVID.


Our Senior Insurance Advisor role is an internal licensed insurance agent who makes outbound calls to sell SFG Senior insurance products. This role also provides customer service for inbound calls and walk-ins, looking for sales and relationship-building opportunities with each contact.


Personal Characteristics and Competencies

  • skilled at communicating by phone and able to be heard and clearly understood by phone
  • engaging and able to put people at ease
  • patient and able to speak with senior citizens effectively
  • a detail-oriented individual who is able to maintain accuracy in data management
  • a caring individual who is sincerely concerned about providing potential clients with the best product match for their needs
  • a positive, personable individual who connects well with all types of people to build lasting and productive business relationships
  • a persistent individual who is committed to doing the work necessary for success
  • a flexible individual who is willing and able to adjust to the inevitable changes of the insurance market and learn new information
  • a self-managed individual, who organizes and prioritizes daily tasks for maximum productivity without daily oversight (after initial training period)
  • a self-starting individual who enjoys the freedom to develop, create, and innovate for their own success within the job parameters
  • highly intelligent individual who can figure out new software programs and solve problems and help others to do the same


Knowledge, Skills, and Abilities

  • understand Medicare and all of the other products provided by SFG
  • skilled at active listening and able to assess the potential client’s needs and attitudes
  • able to change directions as needed to address a specific client’s concerns
  • be able to intelligently answer questions and make recommendations about products
  • close a sale
  • follow up by email promptly, clearly, and professionally, with proper grammar and spelling
  • accurately document client communications and information in internal databases
  • learn large amounts of information, assimilate that information, and present that information accurately to clients
  • effectively navigate a Customer Relations Management (CRM) system and related data sources


Responsibilities


  • place outbound sales calls to leads provided by SFG
  • answer incoming calls and offer product advice, sales, and customer service to clients
  • follow up by email promptly, clearly, and professionally, with proper grammar and spelling
  • accurately document client communications and information in internal databases
  • build positive relationships with new clients and further develop relationships with existing clients for the purpose of expanding sales with those clients
  • provide personalized service to clients, including explaining various insurance products available and solving problems that may arise


Basic Job Requirements

  • must be a licensed insurance agent or be able to obtain licensure and required certifications
  • computer and internet proficiency, especially proficiency with Microsoft Office Suite
  • a high school diploma or equivalent
  • experience working with a CRM (Customer Relations Management system)
  • proficient communication in English (verbal and written); excellent grammar and spelling


Experience that May Help You to be Successful on this Job

  • experience working elsewhere as a licensed insurance agent
  • thorough knowledge of Medicare and other Senior insurance products
  • multi-state licensing as an agent
  • being multilingual
  • customer service
  • experience with telephonic sales or fundraising experience, by phone or in-person
  • call center experience
  • telephone customer service experience
  • entrepreneurial experience, large or small
  • community/volunteer leadership experience
  • experience working with Medicare and other Senior insurance products
  • fluency in additional language(s) is helpful but not required

This position requires interaction with people and technology while either standing or sitting. In order to best serve our customers on the phone, face-to-face, or on the computer, all employees must be able to communicate with or without reasonable accommodation. While performing the duties of this job, the employee must be able to sit for extended periods of time (position is primarily sedentary), be able to enter information by keyboard at a reasonable rate of speed, must have acute hearing ability, must be able to see and read information on a computer screen and on printed documents, must be able to speak, understand, and write English fluently, and must have the ability to perform repetitive hand motions. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

 

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  • Location
    Knoxville, Tennessee
  • Department
    Call Center
  • Employment Type
    Full-Time
  • Minimum Experience
    Entry-level
  • Compensation
    hourly rate plus commissions