roles & responsibilities

administration

To provide staff support for the acquisition and retention of clients through the planning, evaluation, monitoring, and improving of financial, information technology, and administrative systems, in a way that promotes an effective, smooth-running organization.

responsibilities

  • Scheduling for employees

  • Payroll

  • Process time off requests

  • Manage office hours

  • Gift card processing

  • Conduct Performance Reviews

  • Conduct employee training

  • Conduct employee interviews

  • Build campaigns

  • Manage trainual

  • Call-quality manager

  • Manage referral campaign

  • Client retention manager

  • Develop protocols

  • Mangage carrier contracts

  • Submit carrier contracts

  • Manage Agent contracts

  • Submit new agent temp license

  • Submit agent contracts

  • Conduct employee interviews

  • Assign book of the month

  • Systems Training

  • Build training tools

  • Manage Monday.com boards

  • Build documents (consent forms, etc)

  • Build google forms

  • Set up new programs & Systems

  • Filter through potential new hires

  • Recruit New Hires

Sales representatives

To acquire clients for the company in the branch trading area by converting leads into sales through the execution of our orchestrated sales process.

responsibilities

  • Greet walk in clients

  • Manage office music 

  • Turn on Office Lights

  • Turn off office lights

  • Disinfect work areas

  • Coordinate team lunches

  • Coordinate team meetings

  • Check Office Mailbox on the first floor

  • Order company uniforms

  • Clean up the company email mailbox

  • Office supply management 

  • Sell all insurance plans available

  • Return missed sales calls

  • Inbound Sales Calls

  • Outbound sales calls

  • Follow up with leads/touch points

  • Upsale & Cross sale

  • Send any onboarding materials to clients post-sale

  • Sale all insurance plans available

  • Inbound Sales Calls

  • Follow up with leads/touch points

  • Upsale & Cross sale

  • Send any onboarding materials to clients post-sale

  • Respond to missed text messages

  • Check Calendly and add clients to their proper board

  • Call Calendly Appointments

Customer service representatives

To assist in the retention of long-term, quality clients and the optimizing of profitability for the company by executing service delivery systems, so that clients’ needs and expectations, and the company’s financial standards, are met.

responsibilities

  • Account reviews

  • Upload documents to the marketplace

  • Upload documents to the client portal

  • Subsidy Management

  • Manage medicaid applications for approval/denial

  • Process Confirmed gift cards

  • Submit Payment Requests

  • Primary-Answer inbound service calls

  • Return missed service calls

  • Check & respond to missed texts

  • Check & respond to missed emails

  • Check SAS Desk messages

  • Submit Life insurance Apps

  • Submit health insurance apps

  • Submit medicare apps

  • Submit medicaid apps

  • Submit policy changes

  • Submit dental apps

  • Submit vision apps

media/marketing

To assist in the retention of long-term, quality clients and the optimizing of profitability for the company by executing service delivery systems, so that clients’ needs and expectations, and the company’s financial standards, are met.

responsibilities

  • Social Media campaign management

  • Post on FFMIC Social media daily

  • Respond to comments on S.M

  • Manage and respond to online reviews

  • Website management

  • Flyer development/creation

  • Marketing material developer

  • Upload videos to youtube

  • Order marketing material

  • Mailer campaigns

  • Mail documents or gifts to the clients

  •  

  • FIELD MARKETERS

  • Hang banners

  • Pass out flyers

  • Hang bandit signs

  • Purchase material to build signs

aCCOUNTING/BOOKKEEPING

To assist in the retention of long-term, quality clients and the optimizing of profitability for the company by executing service delivery systems, so that clients’ needs and expectations, and the company’s financial standards, are met.

responsibilities

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