Futurity First Insurance Group (FFIG) is part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).
SUMMARY
Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides support for new and existing relationships
Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.
Provides marketing and CRM system training, administration and implementation.
Helps agents in website navigation, supply ordering, commission statements, and app status.
Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
Resolves escalated agent concerns or issues.
Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.
Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
Expert on carrier processes and procedures.
Seek recruiting opportunities.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION/EXPERIENCE
High School Diploma or GED
Bachelor's Degree or equivalent combination of education and work experience
One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office
Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment
Active Health & Life Insurance License within 180 Days
SKILLS
Knowledge of the general industry procedures, standards, systems, resources, practices and terminology
Knowledge of federal, state and local laws as well as industry regulations
Excellent written, and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders
Excellent analytical, problem solving, time management, and presentation skills
Excellent planning, organizational, and prioritization skills
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests
Ability to handle difficult and stressful situations with professional composure
Proficient in Microsoft Office Suite
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