• Request, review, and manage Certificates of Insurance (COIs) to ensure proper coverage and compliance • Use strong verbal and written communication skills to follow up with Owner Operators and obtain required insurance documentation in a timely manner • Obtain and track loss runs reports from insurance carriers and brokers • Monitor insurance policy renewals, expiration dates, and coverage updates • Maintain accurate and organized digital insurance files and documentation systems • Review documents for completeness, accuracy, and compliance with internal standards • Communicate professionally with insurance brokers, underwriters, and external partners • Follow up consistently on pending documentation and required updates • Track compliance deadlines and ensure no gaps in coverage • Support internal risk management processes by maintaining reliable and up-to-date records • Assist with preparation of documentation for audits and internal reviews

• Build, launch, and optimize policyholder campaigns and lifecycle touchpoints - from welcome and activation through renewal and win-back - against our mapped lifecycle framework. • Own the campaign loop end to end: partner with internal vertical and marketing leadership on the content calendar, draft emails and texts, create assets, build and send to targeted audiences, and report on results, including annualized premium generated. • Carry direct revenue accountability, ensuring campaign performance translates into program growth across several growing embedded insurance programs. • Monitor and improve evergreen and lifecycle touchpoints based on performance data, recommending changes to leadership and owning the implementation of those changes. • Help expand policyholder marketing into new verticals launching in the coming months, working alongside marketing leadership, program managers, and product managers. • Align with brand partners' marketing teams to coordinate co-marketing calendars so both sides' campaigns reinforce each other. • Tailor brand marketing kits to each partner and support new partner launches across our embedded insurance programs. • Draft and post company social media supporting policyholder events, product launches, and program milestones. • Provide logistics support for partner-hosted events: swag, event documents, internal channels, and attendee updates (occasional travel may be required). • Use AI tools (ChatGPT, Claude, etc.) fluently for drafting, asset creation, and campaign ideation — leveraging them to move faster and punch above your weight.

Role Description - 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. Qualifications - Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry. - Passion for helping others and a commitment to excellent customer service. - Strong verbal communication skills, with the ability to convey complex information clearly and effectively. - Build rapport with clients, understanding their needs and providing tailored solutions. - Stay updated on Medicare products, services, and industry trends. - Proficient in Microsoft Windows environment and multiple CRM software systems. - Self-motivated with a powerful desire to succeed and achieve high performance. - Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail. - Flexibility to adjust strategies based on client needs and feedback. - Valid Resident State Health Insurance (Required). - Continuing Education (CEs) are up to date (Required). - High School Diploma or GED. - Preferred qualifications include: - 1 year Sales Experience. - 1 year Medicare Advantage. - 1 year outbound dialing. Benefits - Medical, Dental, Vision. - Life Insurance and AD&D. - FSA / HSA. - Accident. - Critical Illness. - Hospital Indemnity. - Supplemental Health Insurance. - EAP. - Pet Insurance. - 11 Paid Holidays. - Flexible PTO. - 401K.

Role Description Join a Local Agency That Invests in You and Your Success! We're a well-established local Allstate agency with a strong book of business, a supportive team, and a real commitment to growing the people we hire. We're looking for a licensed P&C and/or Life professional to step into a key sales and service role on our team. This isn't a "sink or swim" position. We invest in our people with paid leads, marketing support, training, and mentorship — because when you grow, we grow. - A large, established book of clients — built-in opportunity to cross-sell, upsell, and grow through warm relationships, not all cold calls. - A steady stream of paid leads — funded by the agency, not coming out of your pocket. - An active marketing budget driving inbound calls, referrals, and brand visibility in our community. - A referral pipeline built over years of strong client relationships and 5-star service. - The tools, systems, and team support to help you convert opportunity into income — fast. If you're tired of grinding out cold leads and chasing scraps, this is the kind of seat you've been waiting for. - Quote, sell, and bind new policies (auto, home, life, and bundled products). - Build and manage your own pipeline through agency-provided leads, referrals, and follow-ups. - Deliver the kind of service that earns five-star reviews and word-of-mouth referrals. - Represent the agency in the community as a trusted insurance advisor. Qualifications - Active Property & Casualty license and/or Life license required. - Life license required within 30 days of hire (we'll support you through the process if needed). - 1+ years in insurance sales or account management preferred. - Self-motivated, goal-driven, and coachable — you want to grow, and you're willing to put in the work! - Excellent communication and relationship-building skills. - Comfortable with quoting systems, CRM tools, and a fast-paced day. - A team player who shows up, follows through, and takes pride in the work. Benefits - 401(k) - 401(k) matching - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Paid time off Company Description We're not the biggest agency in town, but we may be one of the best places to work in our area. Our team is tight-knit, our leadership is hands-on, and we genuinely care about both our clients and our people. Ready to apply? Submit your resume and we'll be in touch. The company reserves the right to add or modify duties as needed. This is a remote position.