BROKERAGE SALES SPECIALIST
Virtual/Remote Position located within the defined region (preferably PA). This position is responsible for recruiting, contracting, training, and driving sales of independent insurance agents/agencies for our Brokerage Division, and works closely with sales leadership, sales support, operations and insurance carrier partners. The assigned sales region includes NY, NJ, VT, MD, CT, DE, and PA.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Primary responsibilities are inclusive of, but not limited to:
Engaging and contracting new insurance agents by presenting Medicare and ancillary products available through UIG. Answering questions and providing support regarding commissions, contracting, products, sales tactics, training opportunities as well as the marketing and enrollment tools available to UIGs independent agents.
Responsible for driving new sales of existing and new agents.
Maintaining all aspects of building the agent relationship, including record keeping, communications, training and updating information in the agent CRM database.
Prepare timely and accurate sales reports by collecting and analyzing information.
Ensure adherence to CMS guidelines and internal policies during all sales and marketing related activities.
Develop and implement sales/marketing/recruiting plan for assigned region.
Conduct carrier and product training for new and existing agents as well as coordinate and promote carrier lead training.
Identify potential new carrier/product partners.
Have a strong knowledge of Medicare and the Senior Market, as well as other health and ancillary products.
May require some travel.
Contributing to team success by working with all employees and departments.
Other duties as assigned.
This job description is to be used as a guide for accomplishing company and department objectives and covers only the primary functions and responsibilities of this position. It is in no way to be construed as an all-encompassing list of duties.
Skills and Qualifications:
3+ years of sales or agent recruiting development experience in the Medicare market.
Existing agent and agency relationships in assigned territory.
A comprehensive understanding of Medicare plans and the senior health care market.
Exceptional computer skills, experience with CRM systems, HubSpot, Excel, Word and Outlook
Very detail-oriented, ability to focus in a busy, energetic environment
Team player and collaborator with strong attention to detail and excellent communication skills
High impact individual who is able to think independently, make decisions quickly, and have the confidence and drive to be successful
Associates degree in Business or a related field or equivalent experience*
Current Health Insurance License or become licensed within 90 days of employment
*Equivalent experience equates to two (2) years experience in direct agent recruiting in the Medicare market with demonstrated ability to meet sales goals. This experience must be over and above the years of experience specified below.
About United Insurance Group Agency, Inc.
United Insurance Group (UIG) was founded in 1983 and is based in Milford, Michigan. Since its inception, UIG has become a top-rated, full-service insurance marketing organization with a primary focus on the senior insurance market.
UIG leverages its expertise and reputation to obtain the best contracts with premier insurance carriers. UIG in turn markets these insurance products through a diverse sales force of thousands of independent insurance agents/brokers located throughout the United States. UIG operates in the background liaising between the agents and the insurance carriers in a supporting role.
Job Type: Full-time
Pay: $58,000.00 - $60,000.00 per year
Health savings account
Paid time off
8 hour shift
Monday to Friday
Insurance sales / agent recruiting within Medicare market: 1 year (Preferred)