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Agent Advisor (Medicare)

Network Health’s success is rooted in its mission to create healthy and strong Wisconsin communities. It drives the decisions we make, including the people we choose to join our growing team. Network Health is seeking an Agent Advisor to join our Individual Sales team.  The Agent Advisor representative serves as a point of contact for appointed brokers. The person in this role supports membership growth in the individual and Medicare lines of business by providing high-touch, personalized service and support to help external brokers/agents with requests, application follow up and verification, enrollment, problem resolution, eligibility and product questions.

The Agent Advisor also partners with the Account Executives on broker/agent reporting, meeting scheduling and lead tracking.  The work environment for this position will be in a call center environment and may require rotating evenings and seasonal weekends. 

Job Responsibilities:

-Triages incoming emails and phone calls from brokers/agents
-Follows up with brokers/agents on applications, new plan options for current members and late premium payments
-Assists in the coordination of administrative tasks necessary to provide the highest level of service to our current brokers/agents in support of new enrollments, membership growth and retention of our current members
-Performs direct sales to prospects in person or over the phone
-Responsible for giving out leads to our outside agents who will make house calls to interested prospects
-Partners with Account Executives on broker reporting, meeting scheduling and lead tracking/follow up
-Responds to requests for information from phone calls, direct mail, digital marketing, website, print, TV and billboards, newspaper advertising or other forms of marketing
-Supports broker requests for information as needed either in person or via phone.
-Demonstrates commitment and behavior aligned with the philosophy, mission, values and vision of Network Health
-Appropriately apply all organizational, regulatory and credentialing principles, procedures, requirements, regulation and policies.
-Updates and maintains prospect information within Network Health’s lead tracking system for appropriate follow-up
-Logs all calls in Network Health’s lead tracking system, capturing and documenting all information such as prospect demographics, email addresses, campaign sources, seminar registrations, lead follow-up tracking and call notes
-Other duties and responsibilities assigned

Job Requirements: 

-Associates degree in Marketing, Business Administration or related field or equivalent experience.
-Two (2) years of health insurance and/or Medicare experience preferred
-Sales experience preferred
-Current Wisconsin Accident and Health Insurance License
-Valid Driver’s License required

Network Health is an Affirmative Action & Equal Opportunity Employer. We encourage applications from all backgrounds, communities and industries, and are committed to having a team that is made up of diverse skills, experiences and abilities. We are committed to equality and diversity within Network Health.

Network Health is a DiversityJobs Employer Member for our commitment to diversity in the workplace.

*WARNING: Please beware of phishing scams that promote work-at-home opportunities, and which may also pose as legitimate companies. Please be advised that Network Health recruiter will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for a role with our company. All of our positions require that you first complete an online application. 

Time:  Full time
Salary:  Hourly
Category:  Marketing/sales/product development

Updated: 5/27/2022 9:50:20 AM

Job Contact:
Nicole Kowalski

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16960 W Greenfield Ave Suite 5
Brookfield, WI 53005