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Open nowPosted 15 hours ago

Financial Brokerage Sales Support Associate

allianthcm102 open roles

Where
San Antonio, TX, USA
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Your applicationOpen nowFinancial Brokerage Sales Support Associateallianthcm · San Antonio, TX, USA

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

12.8% of postings close within 7 days. Measured by our own scanner across the market. allianthcm postings stay open a median of 20 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.8%7 days
  4. 20.6%14 days
  5. 35.6%30 days
  6. 58.4%60 days
This job: posted 15 hours ago

allianthcm median: 20 days open

The posting

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 relationshipsActs 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 handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.Resolves escalated agent concerns or issues.Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.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.Expert on carrier processes and procedures.Seek 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 EDUCATION/EXPERIENCE High School Diploma or GED Bachelor's Degree or equivalent combination of education and work experienceOne (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services officeExperience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment Active Health & Life Insurance License within 180 Days SKILLS Knowledge of the general industry procedures, standards, systems, resources, practices and terminologyKnowledge of federal, state and local laws as well as industry regulationsExcellent written, and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholdersExcellent analytical, problem solving, time management, and presentation skillsExcellent planning, organizational, and prioritization skillsAbility to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requestsAbility to handle difficult and stressful situations with professional composureProficient in Microsoft Office Suite #LI-GS1

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