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Alliant Insurance Services · 1 month ago

Senior Marketing Consultant - Medicare

Omaha, NE

Full-time

Onsite

Senior Level

5+ years exp

Alliant Insurance Services is a full-service insurance marketing organization dedicated to helping independent insurance agents. They are seeking a Senior Marketing Consultant for their Medicare Department to provide support services, promote products, and lead a team of marketers.

ConsultingFinancial ServicesInsurance

Responsibilities

Promote the company’s product portfolio and the ability to cross-sell, educate, and promote all company products and services

Have proven ability to operate at an expert level when working with the technology required to produce at a high level

Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products; Recruit, train, service and assist agents to enable agents to produce at highest level possible; Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email; Communicate with agents regularly regarding product information, rate changes and key agent benefits; Monitor compliance with program reporting rules and sales requirements; Provide technical support training, sales and marketing coaching; Identify and cultivate top producers; Identify problem agents; Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.)

Develop a Team Roster of agents/agencies and maintain regular contact/support

Manage Team Roster and excel in managing book of business

Show a proven pattern of managing complex relationships and the ability to support/educate/establish credibility with biggest producers

It may also require the ability to help train the field, as well as internal employees, on compliance and suitability requirements to do business with certain carriers

Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the Agent

Represent company at carrier meetings, teleconferences and has authority to contact selected carrier reps to resolve problem situations

Serves as a resource for newer marketers in mastering the role

Follows all company procedures and fully capable to manage the most sensitive relationships

Develops strong relationships between departments and communicates effectively in writing, phone and stand-up presentations

Has assigned regional responsibilities for carriers that are managed regionally

Regularly leads discussions at Department marketing meetings and is respected by peers, carriers and producers

Update and maintain system information in accordance with policies and procedures; Manage Team Roster; Update and maintain task list

Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools

Ability to conduct agent webinars, product introductions, special projects and prepare information for internal marketing meetings

Assist with training of new employees

Ability to travel on behalf of the company to attend meetings

Qualification

Insurance Industry KnowledgeNegotiation SkillsProblem SolvingCustomer Relationship ManagementWebinar ConductingTime ManagementCommunication SkillsOrganizational SkillsSelf-Starter

Required

High School Diploma or GED

Bachelor's Degree in Marketing or related field, or equivalent combination of education and experience

Five (5) or more years of General Insurance Industry or related field (financial Services, marketing, web-based business, business-to-business customer service or call center

Valid Life/Health Insurance License within 90 Days

Enhanced knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer

Highly experienced in working effectively with inbound and outbound callers/customers

Proficient at negotiating and problem-solving to resolve internal and external conflicts

Proven skill in initiating change needed to help Department improve processes and achieve business goals

Proficient in the use of time management and organization skills and leads by example in terms of documentation, Contact Manager usage, etc

Experience in maintaining effective working relationships with all customers, employees and the general public

Maintains confidentiality of discussions including SMS business strategy, carrier data, employee personal information; and any Nondisclosure Agreements that are entered into by the Company

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred) including conducting effective webinars with producers

Proven ability to communicate effectively, both orally and in writing, in a constructive manner and properly document information such as contracts sent, conversations with agents and agent or company commitments in the Contact Manager

Proven ability to approach and communicate with a wide range of personalities in a professional and courteous manner

Successfully able to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Proven ability to maintain all company policies, including all confidentiality and safety policies

Proven ability to work independently, exercise independent judgment, make and execute decisions

Proven ability to be a self-starter motivated and accomplish goals and tasks within a given time frame