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

Sheryl Santos
Contact

1229 E. Pleasant Run Rd. #214

DeSoto, Texas 75115

info@ffmic.com

 

Toll Free: 888-519-9040

Local: 972-898-9362

Text: 972-898-9362

Fax: 214-308-2011

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972-898-9362