Medicare Advisor

The Baldwin Group

Fort Worth, US
On-site
Microsoft office suite proficiency
Exceptional communication skills
Strong problem-solving skills
The Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer

Job Summary

  • The Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer.
  • In this role, you will have the opportunity to interact with customers throughout the year and review their plan options to potentially assist them in enrolling into a different plan.
  • Generous PTO Policy, Complete health benefits package, 401K with company matching, Opportunity to move up in your career based on personal performance.

Matching Summary

The Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer.

Skills & Requirements

Must-have

  • Microsoft Office Suite proficiency
  • Exceptional communication skills
  • Strong problem-solving skills
  • Team-oriented

Nice-to-have

  • Ethical professional
  • Takes initiative
  • Thrives in a fast-paced environment

Key Requirements

  • Active Life, Health, Accident License Required
  • High School diploma or GED acceptable
  • Ability to contract with insurance partners

Work Rights

Not specified

Tailored Resume

Cover Letter