• Join team as Remote Life Insurance Producers • Assist clients with securing benefits • One-on-one training to set you up for success • Continued mentorship with senior managers

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans. • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices. • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions. • Foster trust and rapport with clients through your outgoing personality and cooperative attitude. • Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

• Conduct quality assurance reviews to identify opportunities for improvement or potential compliance-related deficiencies within retail insurance • Communicate with stakeholders and consult on implementation plans to ensure the firm’s high-quality standards are achieved

• Demonstrate ability to perform well in a fast-paced, challenging environment, detail oriented with problem-solving skills. • The ability to manage multiple assignments, prioritize tasks, meet deadlines, coordinate, and communicate effectively both oral and written. • Ensuring the accuracy of data is crucial for compliance to manage the integrity of the data that is provided internally as well as external data from agents and borrowers. • Ability to identify and analyze insurance risk. • Prepare and submit Lender insurance waivers. • Complete blanket insurance policy analysis. • Complete internal checklists and insurance documentation that includes but not limited to review of engagement forms, Acord forms or policy copies, zoning reports, flood zone, property condition reports, blanket policies, coverages, and coverage deficiencies, required in the preclosing review process. • Function as an insurance subject matter expert, providing guidance and support regarding inquiries as it relates to coverage, coverage deficiencies, waivers and any other insurance related questions or issues to the insurance coordinators, underwriting and production teams, Closing and Servicing departments and Senior management. • Assist with special assigned projects. • Works well with a team or independently. • Participate in team meetings, complete the required annual Servicing training hours and compliance courses, participate in lender meetings and insurance industry webinars.