Posting Date

Responsibilities and duties

  • Promote and sell Medicare Supplement plans.
  • Develop proficiency in understanding all Medicare plans and Medicare Part D.
  • Contact and meet with prospective clients, determine needs, and effectively communicate and educate to bring understanding and build trust.
  • Process new business, complete and submit applications/forms, deliver policies.
  • Serve as the senior health expert that people in the community contact with questions
  • Facilitate informational/educational seminars.
  • Develop referral network of professionals such as HR Directors, retirement community social workers, accountants, etc.
  • Provide strategic recommendations to grow senior health business and implement.
  • Develop working knowledge of other product lines pertinent to the senior market, with competency in selling and/or making referrals to team of advisors. These lines would include, but not be limited to individual health insurance, long-term care insurance, disability insurance, and Foundation and Trust products.

Qualifications

Experience:

Experience in education, nursing, social services, and/or experience relating to seniors is helpful.

License(s):

Have or be willing to obtain a Pennsylvania Life & Health insurance license.

Skills and Abilities:

  • An appreciation for the unique needs of seniors.
  • Strong interpersonal skills, demonstrating the ability to meet the public with a professional appearance and friendly manner, projecting a positive image of Everence.
  • Ability to provide exceptional customer service, with strong organizational skills, including accuracy and a detail orientation.
  • Ability to use, or be trained in, the use of relevant PC-based applications.
  • Ability to exercise good judgment and use discretion in handling confidential personal, medical and financial information.
  • An aptitude and willingness to be cross-trained for multiple roles and duties as market needs are identified.

 

Supervisory responsibilities 

None.

Schedule

This is a full-time position.

Location

Souderton, PA

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