独立营销赋能支持专员 II
Independent Marketing Enablement Support Associate II
SMS 是 Alliant 旗下公司之一。SMS 是一家全方位保险营销组织（IMO），致力于帮助独立保险代理人节省时间、赚取更多收入，并使他们的业务脱颖而出。SMS 在全美50个州都有产品和代理，提供业内最全面的 IMO 经验。我们支持代理业务的各个方面，从我们全面的老年人产品组合到我们的技术、服务和营销计划。
摘要
负责通过协调业务发展计划、实施增长策略以及支持推动现有代理和机构成功和生产力的活动，为赋能团队提供运营和战略支持。
核心职责和任务
协助赋能顾问和赋能领导层执行旨在提高现有代理和机构生产力和增长的业务发展策略。
协调赋能活动、沟通、网络研讨会、培训会议、活动和推广活动，以吸引并支持现有代理和机构。
通过分析销售趋势、市场数据、保险公司举措和机构业绩，协助识别业务发展机会。
维护 CRM 系统、代理记录和业务发展跟踪工具，以确保准确报告和及时跟进。
与内部团队（包括合同、许可、营销、合规、运营和技术）合作，支持代理和机构的业务需求。
作为赋能团队和运营支持团队之间的联络人，解决与合同、佣金、技术平台、保险公司流程和业务运营相关的问题。
制定和分发业务发展通讯、简报、保险公司更新、宣传材料、培训资源和教育内容。
通过协调时间表、沟通、培训后勤和跟进活动，支持赋能计划的实施。
识别改进赋能流程、运营效率和整体代理体验的机会，并提出持续改进的建议。
按照公司所有政策和程序，以及公司在运营的所有联邦、州和地方法律法规履行所有职责。
完成其他指派的任务。
资格要求
教育/经验
高中文凭或 GED
查看英文原文
SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.
SUMMARY
Responsible for providing operational and strategic support to enablement teams by coordinating business development initiatives, implementing growth strategies, and supporting activities that drive the success and productivity of existing agents and agencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Supports Enablement Consultants and enablement leadership in the execution of business development strategies designed to increase the productivity and growth of existing agents and agencies.
Coordinates enablement activities, communications, webinars, training sessions, events, and campaigns to engage and support existing agents and agencies.
Assists with identifying business development opportunities through analysis of production trends, market data, carrier initiatives, and agency performance.
Maintains CRM systems, agent records, and business development tracking tools to ensure accurate reporting and timely follow-up.
Partners with internal teams including Contracting, Licensing, Marketing, Compliance, Operations, and Technology to support agent and agency business needs.
Serves as a liaison between enablement teams and operational support teams to resolve issues related to contracting, commissions, technology platforms, carrier processes, and business operations.
Develops and distributes business development communications, newsletters, carrier updates, promotional materials, training resources, and educational content.
Supports implementation of enablement initiatives by coordinating timelines, communications, training logistics, and follow-up activities.
Identifies opportunities to improve enablement processes, operational efficiencies, and the overall agent experience while providing recommendations for continuous improvement.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION/EXPERIENCE
High School Diploma or GED
Bachelor's Degree in Business, Marketing, Communications, or a related field
Three (3) or more years experience in Medicare sales, insurance marketing, account management, sales support, business development, or relationship management.
Demonstrated success supporting business development initiatives that improve agent and agency performance, productivity, and growth.
Life/Health Insurance license
SKILLS
Knowledge of sales enablement, account management, sales support operations, and relationship management practices.
Understanding of Medicare products, carrier processes, agency operations, and business development strategies.
Knowledge of CRM platforms, Microsoft Office Suite, and sales reporting tools.
Excellent written, verbal, and interpersonal communication skills with the ability to effectively collaborate across multiple departments.
Strong organizational, planning, and project coordination skills with the ability to manage multiple priorities.
Strong analytical and problem-solving skills with the ability to interpret production metrics, identify trends, and recommend business development opportunities.
Ability to execute business development strategies and coordinate multiple enablement initiatives simultaneously.
Ability to establish and maintain productive relationships with enablement teams, internal stakeholders, carrier partners, and existing agents and agencies.
Ability to maintain confidentiality and exercise sound judgment in handling sensitive information.
Ability to adapt to changing business priorities while maintaining a high level of accuracy and customer service.
Strong attention to detail and commitment to continuous improvement.
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas