New Business Specialist

About Senior Benefit Services

Senior Benefit Services is MMG’s career agent division that has set the industry standard for career agency distribution and performance. SBS represents over 50 of the top-rated life and health insurance companies in the industry. We strive to educate our clients on the financial risks they may face due to life-changing experiences such as transitioning onto Medicare, retiring, or dealing with unexpected health complications.

Primary Responsibilities:

• Dedication to being highly effective during work time and providing an Amazing Customer Experience (ACE) to Senior Benefit Services Clients, Agents, and Staff.

• Obey all Health Insurance Portability and Accountability Act (HIPAA) guidelines for handling and protecting sensitive patient data. Apply the same level of care to company financial data and statistics.

• High level data entry, analysis, and evaluation of Medical Insurance Applications in our proprietary Customer Relationship Management (CRM) system.

• Summarize data output from our Customer Relationship Management (CRM) system for distribution to Agents, Staff, and/or Management.

• Document and track Agent milestones based on database records. Calculate and communicate related incentive payments to the accounting department, Agents, and Management consistently.

• Decipher and organize Carrier commission amounts. Keep the associated database policy forms (calculations with specific data fields) updated constantly.

• Monitor both direct and team email inboxes. Organize inbound requests. Rapidly provide exceptional service to SBS Agents and Staff.

• Answer Inbound Phone Calls from Agents and Clients. Take and distribute messages with accuracy.

• Openness to learning every day, integrating positive feedback, and striving for improvement.

Primary Skills & Qualifications: ​

• Proficiency with Microsoft Office Suite (Excel, Outlook, and Word specifically).

• Diligent work ethic.

• Meticulous attention to detail.

• Advanced problem-solving skills related to data entry, data analysis, and data evaluation.

• Being careful and kind.

• Excellent verbal and written communication.

• Growth mindset.

• Have patience, honesty, and be earnest.

• Exceptional customer service skills.