• Procesar solicitudes de cotización recibidas por parte de los productores. • Ingresar información de clientes y pólizas en plataformas de aseguradoras. *Completar datos estructurados en múltiples portales de compañías de seguros. *Generar indicaciones de primas y cotizaciones de seguros. *Monitorear cotizaciones pendientes y realizar seguimientos cuando sea necesario. *Apoyar en la comparación de opciones de cotización para los equipos internos. *Dar soporte en procesos de renovación y remarketing de pólizas. *Apoyar en cambios de pólizas, endosos y solicitudes administrativas. *Colaborar en la gestión operativa y mejora de flujos internos.

• 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.