The Licensed Advisor will assists current carrier members with plan selections.
A licensed advisor will handle members who are losing their existing coverage and have an SEP to enroll into a new plan.
This Licensed Advisor (insurance sales agent) responsibilities include: selling/enrolling current members into appropriate Insurance products including health and drug plans.
This is done primarily through providing Medicare education, conducting needs analysis, and assisting the member in selecting an appropriate plan for their needs.
Ability to pass licensing exam and Carrier certifications annually and maintain good standing
Knowledge of Medicare health, prescription drug plan, vision and dental enrollments. Ability to identify Medicare prospect’s needs using a needs based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plan
Enroll members compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim. Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
Generate outbound phone calls to pre-set appointments and non-pre-set appointments, actively listen to identify customer questions and needs, utilize probing questions when necessary
Meet and/or exceed monthly sales goals and service levels
Handle inbound service calls by providing accurate and complete information via researching/selling/locating licensed agent
Actively manage all assigned appointments to ensure all retirees needs are met on a timely basis
Respond to voicemails within 24 hours, internal chat requests, handle and support customer complaints and/or client escalations
Deliver a consistently positive customer experience in a highly ethical and professional manner
Absorb new information and have the flexibility to adapt to new processes rapidly
Understand and remain compliant with the Centers for Medicare and Medicaid Services (CMS), Medicare Marketing Guidelines and Aon Retiree Health Exchange quality standards.
Process and Flow
Appointment is confirmed
Appointment is aligned to an assigned Licensed Advisor
Licensed Advisor checks calendar and calls the appointments on his/her calendar in order
Licensed Advisor calls the retiree and completes the appointment
If a member is not able to be contacted, the appointment remains in the sales agent’s calendar and will be called in 15-30 minutes
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Collabera – Aon