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 locally to promote the company's product portfolio via the telephone, in-person appointments and internet to support the Company's reputation of excellence and to increase company revenue.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Consult and educate on one product line in person, over the phone and through email to identify customers' needs in the Resident State
Quote and educate customers on company products and services
Ensure confidentiality and control access to sensitive information
Update and maintain customer interactions and data by recording detailed notes in the CRM in accordance with policies and procedures
Assist customers by enrolling in both on and off-exchange policies
Deliver sales presentations to educate, inform and provide solutions to potential customers
Communicate with consumers regularly regarding product information, rate changes and key benefits
Assist with special projects/assignments as requested by members of management
QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma
Bachelor's Degree in marketing or a related field
Two (2) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
Accident/Life/Health Insurance licenses in Resident State upon hire or obtain within 30 days of date of hire
SKILLS
Working knowledge of insurance services industries and specific current knowledge of product
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
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 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
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
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