Appointment Coordinator - Ready to Sell - Specialist
Company Overview
Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today!
Job Description:
Coordination of AHIP Certification for new hire applicants, ensuring the timing of the completion of AHIP to coincide with necessary training plans to ensure timelines to be met
Track all agents progress to obtain all required client appointments and ensure milestones are met
Partner with Licensing team and support necessary tracking of individual state licensing requirements and required documentation
Support reimbursement of employee cost (if applicable) by sending supporting receipts to HR to ensure cost reimbursed
Coordinate with client in support of transference of individual state accreditation to support most current licensure updated in support of calls able to be handled by an agent
Maintain tracking files on each agent and status for ready to sell
Work with agents, state agencies and client contracting system contacts to work through any roadblocks, including escalations as needed
Heavy database entry – accuracy is critical
Maintain contact with state insurance agencies via prescribed channels to expedite agent applications and other related issues
Attend Day 1 New Hire Orientation to provide responsibilities and requirements of being a licensed agent and requirements to become Ready To Sell (RTS). Continued presentations are necessary until RTS completion is met.
Meet with agents individually to collect documentation as requested for the various states and completion of all certification and contracting items, ensuring progress is being made. Support various meetings as required by internal / external clients.
As required, Coordinate all access, change, and term requests for those working on the project
Partner with Everise Licensing, training and operations teams on additional duties as not outlined in the above items
Qualifications:
Some College Course work is preferred
Experience with licensing and/or compliance, preferably in a call center or related environment is preferred
Must have proficiency in Microsoft Office applications, especially Excel
Demonstrated ability to track and account for large amounts of data simultaneously
Ability to communicate at all organizational levels
High level of confidentiality required
Attention to detail
Strong analytical and organizational abilities
Ability to function in a fast-paced, constantly changing environment
Ability to communicate effectively with internal and external client(s)
High degree of customer service skills
High degree of communication and project management skills
Have a sense of urgency, ability to coach, influence and negotiate
If you’ve got the skills to succeed and the motivation to make it happen, we look forward to hearing from you.
Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today!
Job Description:
Coordination of AHIP Certification for new hire applicants, ensuring the timing of the completion of AHIP to coincide with necessary training plans to ensure timelines to be met
Track all agents progress to obtain all required client appointments and ensure milestones are met
Partner with Licensing team and support necessary tracking of individual state licensing requirements and required documentation
Support reimbursement of employee cost (if applicable) by sending supporting receipts to HR to ensure cost reimbursed
Coordinate with client in support of transference of individual state accreditation to support most current licensure updated in support of calls able to be handled by an agent
Maintain tracking files on each agent and status for ready to sell
Work with agents, state agencies and client contracting system contacts to work through any roadblocks, including escalations as needed
Heavy database entry – accuracy is critical
Maintain contact with state insurance agencies via prescribed channels to expedite agent applications and other related issues
Attend Day 1 New Hire Orientation to provide responsibilities and requirements of being a licensed agent and requirements to become Ready To Sell (RTS). Continued presentations are necessary until RTS completion is met.
Meet with agents individually to collect documentation as requested for the various states and completion of all certification and contracting items, ensuring progress is being made. Support various meetings as required by internal / external clients.
As required, Coordinate all access, change, and term requests for those working on the project
Partner with Everise Licensing, training and operations teams on additional duties as not outlined in the above items
Qualifications:
Some College Course work is preferred
Experience with licensing and/or compliance, preferably in a call center or related environment is preferred
Must have proficiency in Microsoft Office applications, especially Excel
Demonstrated ability to track and account for large amounts of data simultaneously
Ability to communicate at all organizational levels
High level of confidentiality required
Attention to detail
Strong analytical and organizational abilities
Ability to function in a fast-paced, constantly changing environment
Ability to communicate effectively with internal and external client(s)
High degree of customer service skills
High degree of communication and project management skills
Have a sense of urgency, ability to coach, influence and negotiate
If you’ve got the skills to succeed and the motivation to make it happen, we look forward to hearing from you.