The TPV Customer Service Representative conducts recorded verification calls to confirm consumer intent and informed consent for health insurance enrollments. They are responsible for documenting call outcomes, ensuring compliance with privacy policies, and escalating any suspected fraud or misconduct.
Review and process consumer enrollment, termination, and cancellation requests, resolving discrepancies and contacting consumers when additional information or action is needed. Maintain accurate records, coordinate with internal teams, escalate complex issues, and identify recurring problems while supporting the team during high-volume periods.
The Protection Plan Consultant is responsible for driving revenue growth through effective territory management, recruiting new producers, and maintaining relationships with financial institutions. They act as a leader and educator for advisors, ensuring they are equipped to present insurance and retirement solutions to their clients.
Handle inbound and outbound calls with existing Medicare members to provide support, education, and issue resolution. Maintain performance standards regarding call quality, retention metrics, and schedule adherence.
The Regional Sales Manager is responsible for designing and implementing sales strategies to help independent agents grow their business. They also manage agent recruiting, retention, and maintain relationships with carriers and medical groups within their assigned territory.
The role involves providing exceptional client support by addressing inquiries and maintaining accurate records of interactions within the management system. Responsibilities also include scheduling appointments, handling outgoing calls, and collaborating with other departments to ensure service standards are met.
You will facilitate proactive sales and marketing activities while providing consultative support to clients regarding long-term care planning. Additionally, you will manage accounts for Regional Vice Presidents and train advisors to generate sales within your territory.
The Sales Vice President of Firm Development is responsible for recruiting and driving revenue growth for a portfolio of 30-40 independent life insurance and wealth advisory firms. They will tailor company resources to support these firms and participate in team sales campaigns to achieve company objectives.
The Retirement Income Specialist will develop and execute business plans to meet revenue goals by maintaining strong client relationships and acquiring new business. They will also provide superior service to advisors, conduct proactive sales calls, and manage marketing activities to drive sales.
