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Date Added: Thu 10/06/2021

Field Operations Sales And Licensing Manager

Bloomington, IN, US
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Job Type: Permanent, FullTime

Job Description

Job Title: Field Operations Sales and Licensing Manager    

Location: Remote

Reports to: Director of Operations

Department/Team: Operations

Your Role at Advise

  • Provide strong, dynamic leadership that mentors, develops, and guides the team to efficiently leverage the value of every call for consumer satisfaction and sales
  • Ability to work with multiple markets to insure licensing and RTS status
  • Tracking and processing testing and certification status of field agents and management
  • Work with training, licensing, and carriers to coordinate testing and AHIP
  • Lead management and oversight in all Advise markets
  • This position will also work alongside the Regional Sales Directors, Provider Account Managers, and Market Managers to ensure compliance and regulatory guardrails of the healthcare insurance industry.
  • Ensure effective area organization of responsibility, including efficient recruiting, training, coaching, recognition, workflow patterns, performance standards, delineation of duties and responsibilities, staffing levels and supervision
  • Meet or exceed sales goals within compliance and quality guidelines and expectations
  • Protect consumer private information
  • Assist in skills assessment by measuring and reviewing periodic performance, delivering feedback, assessing reactions, and responding appropriately
  • Analyze statistical reports and other documentation to identify trends and implement enhancements to overall performance
  • Work with internal business partners to proactively develop continuous quality improvement initiatives surrounding customer service and client satisfaction
  • Identify employee needs to ensure they have the necessary tools to provide quality service and achieve goals
  • Analyze operations of the designated group and make recommendations for revised and/or new processes and procedures
  • Develop and implement programs that enhance employee motivation and maintain a positive work environment
  • Communicate and implement, through staff meetings or one-on-one counseling sessions, company policies and procedures


What You Need to be Successful

  • Advanced user-level knowledge of computer technology and computer operating systems including MS Office products
  • Ability and desire to guide individuals toward goal achievement using negotiation, teamwork/collaboration, motivation, and staff development skills; must be able to coach others towards meeting highly demanding sales goals
  • Ability to demonstrate innovation, good judgment, and problem-solving skills when making decisions
  • Excellent customer service and communication skills, ability to work under pressure while maintaining professional demeanor
  • Strong mentoring and relationship building skills with ability to effectively manage group and interpersonal conflict situations
  • Effective leadership and analytical skills including working knowledge of financial statement analysis, staffing models, scheduling, and telecom opportunities
  • Analytical aptitude to review reports, production levels, and maintain budget



Our Ideal Candidate

  • Bachelor's Degree in a related field or the recognized equivalent in work experience or a combination of work experience
  • 5+ years' experience of insurance sales experience with solid knowledge of health & life products
  • 2+ years' experience in Medicare Advantage and Supplement product sales
  • 5+ years of leadership experience, preferably in a call center environment


Our Company

Advise Insurance is a licensed Medicare agency created to preserve the patient-physician relationship by focusing on education that explains how Medicare works and helping beneficiaries select a plan that meets their healthcare needs and includes their trusted doctor.

Our licensed agents offer free, unbiased assistance. We work directly with patients, doctors, and insurers by simplifying the Medicare process and keeping people connected to their doctors.

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