Agent Advisor

The Agent Advisor serves as a point of contact for appointed brokers. This person supports membership growth in the individual and Medicare lines of business by providing high-touch, personalized service and support to help external brokers/agents with requests, application follow up and verification, enrollment, problem resolution, eligibility and product questions. The Agent Advisor also partners with the Sales Executives on broker/agent reporting, meeting scheduling and lead tracking. Most of the time is spent in a call center environment and may require rotating evenings and seasonal weekends.

Location: Candidates must reside in the state of Wisconsin for consideration. With our hybrid workplace model, this position is eligible to work 3 days a week at your home office (reliable internet is required), and 2 days a week at one of our offices in Menasha or Brookfield, WI.

Hours: 1.0 FTE, 40 hours per week, 8am - 5pm Monday through Friday

Check out our 2024 Community Report to learn a little more about the difference our employees make in the communities we live and work in. As an employee, you will have the opportunity to work hard and have fun while getting paid to volunteer in your local neighborhood. You too, can be part of the team and making a difference. Apply to this position to learn more about our team.

Job Responsibilities:

• Triages incoming emails and phone calls from brokers/agents
• Follows up with brokers/agents on applications, new plan options for current members and late premium payments
• Assists in the coordination of administrative tasks necessary to provide the highest level of service to our current brokers/agents in support of new enrollments, membership growth and retention of our current members
• Performs direct sales to prospects in person or over the phone
• Partners with Sales Executives on broker reporting, meeting scheduling and lead tracking/follow up
• Responds to requests for information from phone calls, direct mail, digital marketing, website, print, TV and billboards, newspaper advertising or other forms of marketing
• Supports broker requests for information as needed either via phone.
• Demonstrates commitment and behavior aligned with the philosophy, mission, values and vision of Network Health
• Appropriately apply all organizational, regulatory and credentialing principles, procedures, requirements, regulation and policies.
• Works within the scope of the sales team duties, focusing on what drives business to Network Health, supporting and encouraging brokers business.
• Logs all calls in Network Health's lead tracking system, capturing and documenting all information such as prospect demographics, email addresses, campaign sources, seminar registrations, lead follow-up tracking and call notes

Job Requirements:

• Associate's degree in Marketing, Business Administration or related field or equivalent experience.
• Two (2) years of health insurance and/or Medicare experience preferred
• Sales experience preferred
• Current Wisconsin Accident and Health Insurance License

Network Health is an Equal Opportunity Employer