Benefits advisor job description

Come and see why National General Insurance has been voted as a “Great Place to Work” for 3 Years in a Row!

· Paid Curriculum Based Training Program! We will cover your licensing fees and get you licensed in Life & Health!

· Financial Stability! First 6 Months Earning Potential: $30k; 1st Year Earning Potential: $45-55k; 2nd Year Earning Potential: $65-80k; 3rd Year and Following Years: $85-150k; Rockstar Benefit Advisors Earn: $150k+ annually

· Paid Renewal Bonuses, Conversion Bonuses, & Quality Assurance Bonuses Monthly! Vacation Getaways & Raffle Bonuses! Work Hard/ Play Hard Culture!

· Work from the Comfort of Your Own Home!

· Rapid Career Growth within our Growing Company!

· Warm Leads Provided! No need to build your own pipeline or pay for your leads!

· Full Benefits! Medical, Dental, Vision, Company Matched 401k, Tuition Reimbursement, 20 Days of PTO; 10 Paid Company Holidays; Employee Discount Programs, Employee Referral Program, Family Oriented Company Culture!

Primary Purpose:

The Benefit Advisor will primarily drive Medicare Sales through professional and consultative selling on plan options in prospect areas while in an inside sales environment. Additionally, Benefit Advisors may have some opportunity with some IFP (Individual & Family plans) and Ancillary Product Sales through consultative selling on plan options.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

· Receive inbound calls from customers who have questions on health insurance options in 13-50 states

· Make outbound sales calls on a variety of sales campaigns

· Benefit Advisor will recommend plans and enroll prospects based on the customer's needs

· Quote, present, and close sales while overcoming objections

· Follow up on “book of business” on a consistent basis by making outbound follow up calls to prospects

· Provide a positive customer experience with excellent customer satisfaction

· Meet sales and productivity goals on a daily, weekly, monthly and annual basis

· Update customer file in CRM with summary of interaction

· On-site regular attendance and punctuality are essential functions of the job

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· High school diploma or general education degree (GED)

· Complete New Hire Technical Training Program

· Active and valid Life and Health license or ability to acquire as part of our training program within 60 days of hire

· Ability to be qualified by Department of Insurance to be appointed as a licensed sales agent by multiple insurance carriers – which may include additional criminal background and credit checks as required by the Department of Insurance and/or Center for Medicare Services

· Demonstrates adequate/accurate typing speed while talking to the customer

· Demonstrate thorough knowledge of billing guidelines

· Demonstrate professional phone etiquette

· Demonstrate proficiency with Sales systems

· Excellent listening skills

· Must possess effective verbal and written communication skills

· Excellent computer and navigational skills

· Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

· Excellent work ethic and adherence to work schedule

· Excellent Problem-Solving skills

· Must perform well in high-energy, dynamic and team-oriented environments

· High degree of initiative, mature judgment, and discretion

· Self-starter who is highly motivated

Desired Skills:

· Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience

· 2+ years sales experience with a proven track record of exceeding sales quotas

· 2+ years of Accident and Health insurance industry experience

· 2+ years of experience working in a blended call center environment

· Bilingual/Spanish

Company DescriptionNational General Insurance offers exciting opportunities to smart, motivated individuals who are looking to build a successful future working for a best-in-class insurance provider. We'll help you discover new beginnings in a dynamic learning environment and set you on the right path to achieving your professional goals.

At National General Insurance, we are looking for dedicated individuals with strong core values and solid experience. With locations throughout the United States, you can find the right position for you that can help expand your knowledge and talents. You'll be respected for your contributions and given the resources necessary to succeed.

The Health Benefits Advisor (HBA) assists patients obtain medical insurance coverage or assistance for health

coverage. The HBA provides follow-up to determine and ensure enrollment within the health center and during outreach
services.
Educational Requirements:
Two to four years college, post-high school training required. BS/BA preferred.
Experience Required:
Two to four years of experience in human services or healthcare role required. Demonstrated knowledge of
current health care reform regulations and processes, including experience with
Virtual Gateway strongly preferred. Familiarity with managed care plans preferred. Position requires strong customer service and
prioritization skills.
Professional Licensure/Special Skills and Certification Required:
Required: Bilingual in English and one of the languages to serve the patient population. Demonstrated clerical and computer skills required. Must have adequate reading and writing skills
in both languages.
Interpersonal Relationships/Organizational Expectations:
1. Commitment to providing health care to families in a medically underserved community.
2. Willingness to be flexible in the development of new methods of health service delivery.
3. Ability to deal with sensitive information in a highly confidential manner.
4. Effective communication skills, both oral and written, with patients, families, visitors,
co-workers, health care professionals, funders and other regulatory agencies.
5. Ability to function independently with minimal supervision, and to plan, coordinate,
and carry out those tasks necessary to meet the job responsibilities.
6. Awareness of resources available within the health center to accommodate the needs of
patients.
7. Commitment to providing cost conscious, fiscally responsible, timely, efficient,
effective, safe, patient-centered, culturally competent, equitable, and
participatory health care.
8. Processes personal health information in accordance with FHCW HIPPA policies and
procedures.
Supervisory Responsibilities:
None
Reporting Relationship:
Reports to the Coordinator of Health Benefits & Registration
EOE

CALIBRE Systems Inc., an employee-owned Management Consulting and Digital Transformation company, is looking for a Master Benefits Advisor / Master Trainer to support our work at MCB Hawaii.

Conduct transition activities in support of the VA. Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one engagements, pre-separation counseling support, military life cycle (MLC) events, Capstone events, and warm-handover support. Master Advisor's provides leadership and subject matter expertise in management and technical areas such as training, logistics, policy, data management, and program controls. Conducts training to other Benefits Advisors using knowledge of concepts, practices, and procedures consistent with adult learning theory. Serve as a Master instructor delivering established curriculum, training tools, and ensuring course content and delivery methods follow established training objectives. Identifies possible course material revisions based on instructor and participant feedback or suggestions.

Supports the Site Lead with staffing, event management and logistics activities at assigned installation; ensures integrated and proactive communications, quality management and risk management practices. Responsibilities may include:
Operational deployment activities for staff at assigned installation Executing non-event Activities at assigned installation Travel management activities for staff at assigned installation Developing coverage model for assigned installation Schedule field staff training at assigned installation Execute order review and inventory management activities at assigned installation Participate in weekly leadership teleconferences/virtual meetings Inform installation staff about new policies, procedures and operational guidance Execute quality management activities at assigned installation and across the program Deliver onsite activities and execute post-event data collection activities Deliver new employee training to prepare new program members for delivering the approved curriculum


NOTE: External Candidates will only be screened and interviewed if an Internal Candidate is not selected.


Required Skills


Understand and apply adult learning theories Understanding of VA benefits programs Understanding of transitioning Service member populations Experience using Microsoft Office suite of tools Strong customer management and support skills Experience delivering interactive workshops and training to live audiences


Required Experience


Bachelor's degree or 5 - 7 years' equivalent work/military experience Preferred emphasis in Training, Education, Career Counseling, or HR Appropriate certifications



Preferred Skills:


Knowledge of the military and experience working with military clients Understanding of current veteran issues and challenges pre- and post- transitions


CALIBRE and its subsidiaries are an Equal Opportunity Employer and supports transitioning service members, veterans and individuals with disabilities. We offer a competitive salary and full benefits package. To be considered, please apply via our website at www.calibresys.com . Come join our dynamic team. #CALIBRECareers