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 a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Agent Support Functions: Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services. 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 and comply with procedures to protect all hierarchy relationships. 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. There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place.
Department Support Functions: Update and maintain Contact Management 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.
Special Projects: Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.
Performs other duties as assigned by management.*
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree in marketing or a related field
High School Diploma or GED
Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
Life/Health Insurance license
SKILLS
Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
Knowledge of the general industry procedures, practices and terminology.
Skill in working effectively with inbound and outbound callers/customers.
Skill in negotiating and problem solving to resolve internal and external conflicts.
Skill in the use of office equipment including computer, fax, printer, telephone system, etc.
Skill in the use of time management and organization skills.
Skill in maintaining effective working relationships with all customers, employees and the general public.
Skill in project management.
Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).
Ability to communicate effectively, both orally and in writing, in a constructive manner.
Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
Ability to engage in effective interpersonal interaction, verbal communication and written communication.
Ability to persuade.
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
Ability to read, write and communicate English effectively.
Ability to maintain all company policies, including all confidentiality and safety policies.
Ability to actively contribute to team effort.
Ability to work independently, exercise independent judgment, make and execute decisions.
Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame.
Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred.
#LI-GS1
#LI-REMOTE
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
- Bachelor's degree in marketing or a related field
- High school diploma or GED
- Three or more years of experience in insurance, financial services, marketing, web-based business, business-to-business customer service, or call center work
- Life and Health Insurance license
- Working knowledge of insurance services, industry procedures, practices, terminology, and assigned product lines
- Strong verbal and written English communication skills
- Proficient computer skills, including Microsoft Word, Excel, PowerPoint, Adobe Acrobat, and Outlook
- Spanish and English bilingual proficiency
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.
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