PA-Allentown Sales Management Trainee (HEAR FROM OUR AGENTS!)
American Senior Benefits is dedicated to serving those in need of insurance, especially seniors. The Sales Management Trainee role involves conducting client interviews, explaining insurance options, and supporting team members to achieve performance targets while maintaining a positive work environment.
Responsibilities
- Conduct an initial interview to determine the needs of the client. Introduce and clearly explain all available insurance policy options to the clients
- Conduct field underwriting with utmost integrity
- Ensure that all medical and other necessary forms are filled out and submitted
- Arrange a payment method with the applicant
- Follow up on claims filed by clients
- Process all insurance policy requests
- Follow up with clients on scheduled basis for outstanding support
- Establish and support team members to hit agreed upon KPIS
- Become a subject matter expert in senior insurance solutions
- Follow approved guidelines, training, and support to recruit and train a team of insurance professionals
- Maintain a competitive, fun, inclusive environment
Skills
- Conduct an initial interview to determine the needs of the client
- Introduce and clearly explain all available insurance policy options to the clients
- Conduct field underwriting with utmost integrity
- Ensure that all medical and other necessary forms are filled out and submitted
- Arrange a payment method with the applicant
- Follow up on claims filed by clients
- Process all insurance policy requests
- Follow up with clients on scheduled basis for outstanding support
- Establish and support team members to hit agreed upon KPIS
- Become a subject matter expert in senior insurance solutions
- Follow approved guidelines, training, and support to recruit and train a team of insurance professionals
- Maintain a competitive, fun, inclusive environment
- Competitive drive and winning mentality
- Unparalleled work-ethic and grit
- Strong communication skills
- Ability to adapt and learn quickly
- Availability to start within a maximum of 6 weeks
- Previous leadership experience a plus
Company Overview