We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service.
And our leadership is seeking more highly motivated, career-driven people to help lead our efforts! We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!
Job Summary:
The Medicare Sales Agent primarily is responsible for prospecting, cross selling, and producing Medicare insurance accounts and assists with enrollment process. They will also assist clients in selecting insurance plans that best meet their needs, preferences, and budgets.
Duties/Responsibilities:
Maintain knowledge of carrier partner products to recommend appropriate Medicare products and programs based on customers’ needs and applicable regulations.
Assist in taking calls coming into the National Sales Center queue.
Meet and exceed sales goals by gaining quality leads, outside referrals and cross-selling existing client base with a consultative approach
Proactively build a network of new clients through a series of outreach strategies, including phone calls, in-person meetings, and social media
Re-shop & rewrite existing customer policies as needed
Enter all clients and prospects into the Agency Management System and work assigned activities.
Complete and successfully pass assigned Total CSR courses
Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts.
Communicate sales or service opportunities and customer concerns and suggestions with senior leadership.
Required Skills/Abilities:
Education and/or Experience:
At least 2 years of prior Medicare insurance sales experience is required
This position requires a high school diploma or the equivalent (G.E.D.)
Must be a superb communicator able to analyze carefully complex ideas like insurance programs; experience working in customer service is beneficial
The candidate must possess a current 240 or 215 license
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Requirements:
While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or
balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds.Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.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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Why join the We Insure Team? The We Insure Difference:
Medical, Dental, Vision, Life, Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
Commuter Benefits
Flexibility: Remote and Hybrid Opportunities Available
This position is not able to be performed in California, Colorado, New York or Washington.
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
