Offer summary

Qualifications:

High School degree minimum, Active Life and Health Resident State License, Proficient computer skills and excellent knowledge of Microsoft Office products, Bilingual in English/Spanish preferred..

Key responsabilities:

Provide sales support for insurance clients through timely illustrations and compliance forms

Handle 80% outbound and 20% inbound calls to address client inquiries

Navigate the web to provide necessary documents to clients

Participate in team and individual meetings to support new product and sales processes.

Job description

About Trusted Senior Specialists

In 2005, Michael and Melinda Wilhelm founded Trusted Senior Specialists, headquartered in Houston, Texas, with the goal of serving Medicare beneficiaries. Built on foundational values of love and trust, the company has grown from a husband-wife team to a family of employees who share their vision, compassion and desire to serve. Trusted Senior Specialists delivers old-fashioned customer service of yesterday, using the advanced technology of today. Throughout their growth, their 5,000 agents have remained focused on helping over 82,000 Americans protect their most valuable assets: health, wealth and wellbeing. For more information, visit www.trustedseniorspecialists.com.

Job Summary
Responsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients.

Primary Responsibilities:

80% Outbound and 20% Inbound calls
Ability to elicit a client’s needs with speed and composure
Answer questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
Able to navigate the Web and provide web-based documents to clients as needed
Be computer literate and efficient in Word, Excel
Provide input and support on new product and sales processes
Participation on Team and Individual Meetings
Have strong communication skills and great work ethic
Perform other duties as assigned

Primary Skills & Requirements:

Ability to communicate effectively and professionally both verbally and written
Customer service skills
Multi-task in a fast-paced environment
Organized and can prioritize tasks
Ability to work as part of a team and independently
High School degree minimum
Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications
Proven to be highly dependable and self-motivator
Is curious and able to ask probing questions to obtain necessary information.
Able to work across time zones with remote team members
Bilingual - English / Spanish Preferred
Preferred experience with Medicare and Ancillary Products
Active Life and Health Resident State License
2025 AHIP completed

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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