Internal Marketing Consultant
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Job Description
Marketing consultant supporting insurance agents, product training, and enrollment processes for Senior Market Sales. Managing agent rosters, compliance, calls, coaching, and special marketing projects.
Responsibilities:
- Promote the company's product portfolio and support Marketing Departments to increase company revenue and profit
- Develop assigned marketing plans and provide service assistance to agents
- Handle 50–100 telephone calls per day with agencies and agents about assigned products
- Recruit, train, service, and assist agents to maximize production
- Assist agents with recruiting, training, contracting, certification, electronic signatures, telephonic signatures, and app-by-email issues
- Communicate product information, rate changes, and key agent benefits
- Monitor compliance with program reporting rules and sales requirements
- Provide technical support training, sales and marketing coaching
- Identify and cultivate top producers and identify problem agents
- Recruit agents for special opportunities and alternative enrollment methods
- Develop and maintain agent/agency team rosters and regular contact/support
- Update and maintain Contact Management System information and task lists
- Manage Team Roster
- Maintain working knowledge of industry reports, lead distribution/management, incomplete contracts, certification, agent production, webinars, and SMS technology tools
- Collaborate with staff on internal and external committees and special projects
- Perform other duties assigned by management
Requirements:
- Bachelor's Degree in marketing or a related field
- High School Diploma or GED
- Three (3) or more years of general insurance industry or related-field experience
- Life/Health Insurance license
- Working knowledge of insurance services industries and assigned product lines
- Knowledge of industry procedures, practices, and terminology
- Inbound and outbound caller/customer service skills
- Negotiation and problem-solving skills
- Office equipment proficiency
- Time management, organization, project management, and attention-to-detail skills
- Proficient computer skills, including Microsoft Word, Excel, PowerPoint, Adobe Acrobat, and MS Outlook
- Effective oral and written communication skills
- Ability to work professionally with varied personalities and difficult situations
- Ability to persuade and maintain effective relationships
- Ability to maintain company confidentiality and safety policies
- Ability to contribute to a team and work independently
- Ability to exercise independent judgment and make decisions
- Ability to self-start and complete goals within given timeframes
- Effective English reading, writing, and communication required
- Bilingual Spanish and English preferred
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