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Agent Onboarding Specialist Jobs
Company | Alignment Health |
Address | California, United States |
Employment type | FULL_TIME |
Salary | |
Category | Hospitals and Health Care |
Expires | 2023-09-15 |
Posted at | 8 months ago |
Job Number: 5916
- Coordinate Run Ready to Sell (RTS) reports for leadership and/or agency partners
- Review and ensure certification exams and current Life licensure must be filed for each broker that completes annual certifications.
- Validate agent’s certification and licensure documents and communicate with agent/agency partners regarding discrepancies and/or missing documents. Upon validating certification completion, will send out Welcome Letter to agent and agency confirming Ready to Sell status
- Update and maintain all Sub-Agent files and process Certification and Re-Certification exams.
- Review of monthly verification of Agent licensure on the DOI website to ensure that each agent is active and update agent record files
- Maintain active agent documents required to stay in “good standing” such as E&O, AHIP and state licenses
- General Duties/Responsibilities (May include but are not limited to):
- Handling of prompt e-mail or phone follow-up as needed with established agents/ Agency Partners to ensure satisfaction, respond to queries, and solve or refer problems to appropriate internal AHP departments.
- Identify the nature of the agent email and refer to the appropriate department for resolution if out of the basic scope of knowledge as listed above.
- Other:
- Education/Licensure:
- At least one year or related experience
- Work Environment:
- It may be necessary, given the business need, to work occasional overtime or weekends.
- Ability to work well with staff and with minimal direction…
- Minimum Experience:
- Excellent written communication skills
- Detail oriented and able to multitask and troubleshoot…
- Bilingual (English/Spanish) preferred but not required
- Preferred, but not required, High School diploma or general degree (GED)
- Computer proficient (Word, Excel, PowerPoint, Salesforce, CRM)
- DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].
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