SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.
SUMMARY
Responsible for providing operational and strategic support to enablement teams by coordinating business development initiatives, implementing growth strategies, and supporting activities that drive the success and productivity of existing agents and agencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Supports Enablement Consultants and enablement leadership in the execution of business development strategies designed to increase the productivity and growth of existing agents and agencies.
Coordinates enablement activities, communications, webinars, training sessions, events, and campaigns to engage and support existing agents and agencies.
Assists with identifying business development opportunities through analysis of production trends, market data, carrier initiatives, and agency performance.
Maintains CRM systems, agent records, and business development tracking tools to ensure accurate reporting and timely follow-up.
Partners with internal teams including Contracting, Licensing, Marketing, Compliance, Operations, and Technology to support agent and agency business needs.
Serves as a liaison between enablement teams and operational support teams to resolve issues related to contracting, commissions, technology platforms, carrier processes, and business operations.
Develops and distributes business development communications, newsletters, carrier updates, promotional materials, training resources, and educational content.
Supports implementation of enablement initiatives by coordinating timelines, communications, training logistics, and follow-up activities.
Identifies opportunities to improve enablement processes, operational efficiencies, and the overall agent experience while providing recommendations for continuous improvement.
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 in Business, Marketing, Communications, or a related field
Three (3) or more years experience in Medicare sales, insurance marketing, account management, sales support, business development, or relationship management.
Demonstrated success supporting business development initiatives that improve agent and agency performance, productivity, and growth.
Life/Health Insurance license
SKILLS
Knowledge of sales enablement, account management, sales support operations, and relationship management practices.
Understanding of Medicare products, carrier processes, agency operations, and business development strategies.
Knowledge of CRM platforms, Microsoft Office Suite, and sales reporting tools.
Excellent written, verbal, and interpersonal communication skills with the ability to effectively collaborate across multiple departments.
Strong organizational, planning, and project coordination skills with the ability to manage multiple priorities.
Strong analytical and problem-solving skills with the ability to interpret production metrics, identify trends, and recommend business development opportunities.
Ability to execute business development strategies and coordinate multiple enablement initiatives simultaneously.
Ability to establish and maintain productive relationships with enablement teams, internal stakeholders, carrier partners, and existing agents and agencies.
Ability to maintain confidentiality and exercise sound judgment in handling sensitive information.
Ability to adapt to changing business priorities while maintaining a high level of accuracy and customer service.
Strong attention to detail and commitment to continuous improvement.
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We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Skills Required
- High school diploma or GED
- Bachelor's degree in business, marketing, communications, or a related field
- Three or more years of experience in Medicare sales, insurance marketing, account management, sales support, business development, or relationship management
- Demonstrated success supporting business development initiatives that improve agent and agency performance, productivity, and growth
- Life and health insurance license
- Knowledge of sales enablement, account management, sales support operations, and relationship management practices
- Understanding of Medicare products, carrier processes, agency operations, and business development strategies
- Knowledge of CRM platforms, Microsoft Office Suite, and sales reporting tools
- Strong written, verbal, interpersonal, organizational, planning, analytical, and problem-solving skills
- Ability to coordinate multiple initiatives, collaborate across departments, maintain confidentiality, and manage changing priorities accurately
What We Do
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
