Description
The Licensed Virtual Benefit Advisor’s responsibilities include selling and enrolling retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. This is done primarily through providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs. Customer service assistance is also offered within or outside of the sales process. BAs maintain the highest levels of integrity, are responsible, disciplined, team players, and produce quality work.
***PRE-SET APPOINTMENTS - NO COLD CALLING***
• Ability to consistently provide a “WOW” experience at all customer touchpoints
• Ability to pass licensing exam (if applicable), AHIP, and carrier certifications annually
• Knowledge of Medicare health, prescription drug plan, vision, and dental enrollments. Ability to identify Medica...