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Now Hiring - Baldwin Risk Partners - Insurance Account Specialist - VibrantUSA in Vancouver, WA

Insurance Account Specialist - VibrantUSA in Vancouver, WA

Baldwin Risk Partners
Base Salary Yes (amount not posted)
Total Comp: NA
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Qualifications Years In Sales
Industry: Insurance

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Insurance Agencies & Brokerages
To Whom Insurance

Location:

Vancouver, WA
3.5

Full description of the position

The Account Specialist will be responsible for managing a Book of Business (BoB) which includes assisting customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer.
VibrantUSA is an independent insurance agency representing more than 25 regional and national insurance companies, and now features more than 30 different Medicare health insurance options! VibrantUSA works directly with individuals who are on Medicare, and we also lend our expertise to insurance and financial professionals who serve the Medicare population. When it comes to finding affordable Medicare insurance and prescription medications, VibrantUSA is here to serve you.
Principal Responsibilities:
  • Provide exceptional customer service and care to all of VibrantUSA’s customers/clients (special emphasis on serving your own book of business as it grows past 1,200 active customers)
  • Takes point on resolving all issues to ensure customer’s needs are met
  • Interacts with customers throughout the year to make sure their needs are currently being met.
  • Assist the Account Managers with their customers as needed (team) and as directed by company management.
  • Work with customers (either in person or over the phone/email) to review their plan options and potentially assist them in enrolling into a different plan.
  • General office & operational duties such as:
  • Processing applications/enrollments
  • Greeting customers as they arrive for appointments
  • Covering the front desk duties
  • Work with other VibrantUSA teams and departments to assist meeting and exceeding our company goals and objectives.
  • Business functions and/or activities in coordination with the Business Development Manager(s)Assigned networking functions & external facing business development needs.
  • Assist the marketing team with content as requested and assigned.
  • Performs Medicare 101 & Sales Seminars as required or requested for our customers/clients.
  • Performs other duties and responsibilities as required or requested
Education, Experience, Skills and Abilities Requirements:
  • State Required Disability and Life Insurance License
  • At least one (1) year of related experience and/or training
  • College degree from an accredited institution preferred, High School diploma or GED acceptable
  • Must be able to contract with all carriers that VibrantUSA contracts with:
  • Ethical conduct Initiative
  • Communication proficiency
  • Time Management
  • Technology proficiency
  • Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.
The starting pay is $60,500 - $65,500 plus.
Travel Requirements:
  • Ability to travel between offices (< 10%) and drive to meet with associations, businesses, clients, etc.
Important Notice:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
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Baldwin Risk Partners
Company Size
1001 to 5000 Employees
Founded
They Sell
Insurance Agencies & Brokerages
To Whom
Insurance
Website
http://www.baldwinriskpartners.com
Revenue
Unknown / Non-Applicable

Baldwin Risk Partners is currently hiring for 13 sales positions
Baldwin Risk Partners has openings in: TN, FL, WA, NC, CA, & TX
The average salary at Baldwin Risk Partners is:

13 Yes (amount not posted)

Baldwin Risk Partners
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Baldwin Risk Partners

Baldwin Risk Partners is currently hiring for 13 sales positions
Baldwin Risk Partners has openings in: TN, FL, WA, NC, CA, & TX
The average salary at Baldwin Risk Partners is:

13 Yes (amount not posted)