Note: The job is a remote job and is open to candidates in USA. WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. As a Benefit Advisor, you will assist Medicare-eligible participants in selecting insurance plans that meet their needs through consultative sales and phone conversations.
Responsibilities
- Full participation in and progress through a paid exam preparation program and pass your state’s Life and Health Insurance license exam
- Successfully complete all required certifications to represent local and national insurance carriers
- Support preseason activities by handling outbound and non-sales calls while completing required certifications to become appointed for sales
- Spend approximately 80% of your scheduled shift during AEP (Oct-Dec) engaged in phone conversations with participants, while consistently meeting or exceeding established efficiency, quality, and sales performance standards
- Use a consultative sales approach to listen to and assess the participant’s insurance needs and recommend plans based on assessed needs
- Conduct eligibility and needs analysis to determine suitable plan options
- Clearly explain the costs and benefits of multiple insurance plans using an empathetic and professional communication style
- Make plan recommendations based on participants’ individual needs and assist the participant in the decision-making process
- Maintain professionalism and patience with each caller
- You will receive scheduled appointment calls along with first time callers
- Participate in outbound call campaigns designed to provide an introduction into the participants’ new relationship with our company
- Collaborate with team members and contribute to a positive, diverse call‑center environment
Skills
- Adhere to all legal regulations
- You are excited to learn new things, have strong computer skills, are self-motivated and are open to feedback for continual improvement
- You have patience and the ability to listen and recognize the needs of participants, even when they are unable to clearly articulate what is important to them
- You are able to change your communication style based on the region of the call, the client, and the medical needs of each caller
- You overcome objections with knowledge, patience, and understanding, and enjoy communicating with new people over the phone!
- Participate in a paid, 4‑week exam‑preparation program to earn your state Life and Health license
- Passing the state license exam is required to enter the Benefit Advisor Training program
- Ability to understand and comply with all agent appointment and carrier certification requirements necessary to represent local and national insurance carriers
- Ability to work autonomously in a self-paced, self-motivated team environment
- Ability to communicate professionally and courteously
- Ability to read, analyze, and interpret insurance documents, detailed correspondence, procedure manuals, insurance applications, and policies
- High School Diploma or GED required
- During the Enrollment Season (Oct-Dec), mandatory overtime may be required
- All applicants must have a dedicated, confidential, distraction‑free workspace
- The applicant will secure and be responsible for paying their own internet expenses to include the following requirements: Minimum download speed: 100 Mbps, Minimum upload speed: 10 Mbps, A Wired Ethernet connection that meets upload and download speed requirements as noted above
- A personal smart phone or other device capable of downloading authentication apps for secure VPN access
- The ability to work assigned shift times, including scheduled breaks and lunches
- Experience using Microsoft Office is preferred, with ability to multi-task between multiple screens and windows all while answering questions on the phone
- Ability to learn new proprietary computer systems
- Experience in a needs-based sales role, preferred
- Life/Health Insurance certification a plus
Benefits
- Significant incentive earning potential during the Medicare Annual Enrollment Period (Oct-Dec)
- Monthly bonuses & incentives with our top BAs making $2,000+
- Paid exam preparation program
- Study materials, scheduling, and exam fees are covered by WTW
- Competitive hourly rates
- Team competitions, and raffles
Company Overview
- WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth. It was founded in 1828, and is headquartered in London, England, GBR, with a workforce of 10001+ employees. Its website is https://www.willistowerswatson.com.