Digital Insurance Sales & Support Intern

SUMMARY:

The Digital Division Intern position is designed to be part of a shared rotation and developmental learning program, involving various support, service, benefit enrollment, general business, and project tasks that focus on positively impacting the business activities of NSURICA Direct.

ESSENTIAL FUNCTIONS:

Participate in a flexible pathway learning program, focusing on developing the skills needed for a potential sales production or service role within the agency

Participate in job rotations in various departments within the Digital Division, with job duties focusing on account management functions, organizational support, sales functions, and other skills, depending on the needs of the agency; the progression of job duties will be fluid, but focused on achievement of specific departmental goals as agreed upon by employee and departmental supervisor

Receive incoming calls from individuals interested in individual health insurance as well as Medicare options for the senior market

Educate customers on benefit plan options and the enrollment process

Provide a thorough understanding of carrier options available to customers calling in, seeking assistance with their enrollment and application completion

Develop and maintain a strong working knowledge of carrier products, maintaining an accurate and current inventory of carrier marketing materials

Input customer data/demographics accurately and proficiently into the quoting and enrollment platform, and maintain information in database systems

Occasionally conduct outbound calls to clients looking for health insurance and seeking resolution to service issues, marketplace and carrier calls as needed

Sell ancillary products alongside the health insurance options

Promote Call Center enrollments and services to ensure prompt product enrollment

Develop a base layer of P&C insurance knowledge, gaining an understanding of the concepts and skills required to communicate effectively

Develop and maintain a comprehensive training manual for each rotational position, including source documents, to demonstrate acquired knowledge and understanding

Provide prompt, courteous, knowledgeable service to customers and prospects

Develop basic knowledge of the various information management systems used in the Digital Division Assist each department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards

Support each department with special insurance-related projects as needed

Additional Responsibilities This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

QUALIFICATIONS:

Bachelor’s degree program (completed or in process) preferred

Possession of, or the ability to quickly obtain, required insurance licenses for the state of Oklahoma Previous business or administration experience preferred KNOWLEDGE, SKILLS, AND ABILITIES:

Good PC skills, with a focus on the Microsoft Office suite of products (Word, Excel, PowerPoint, Outlook, Teams, etc.) with a developing understanding of automated agency management systems

Self-starter, imaginative, analytical and creative

Ability to acquire knowledge for, study, and pass the insurance licensing exam and meet continuing education requirements

Good analytical and problem-solving skills

Ability to work within a fast-paced, changing priority environment

Self-motivated, with the initiative to prioritize and be self-directed

Regular and punctual attendance is required

Ability to communicate effectively, both verbally and in writing

Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels

Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities

Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently

Ability to lift up to 20 pounds occasionally

Requires operation of a computer workstation, including keyboard and video display

All requirements may be modified to reasonably accommodate physical or mental impairment
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