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.
Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.
Provides support for new and existing relationships
Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.
Provides marketing and CRM system training, administration and implementation.
Helps agents in website navigation, supply ordering, commission statements, and app status.
Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
Resolves escalated agent concerns or issues.
Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.
Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
Expert on carrier processes and procedures.
Seek recruiting opportunities.
EDUCATION / EXPERIENCE
High School Diploma or GED
Bachelor's Degree or an equivalent combination of education and work experience
One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office
Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment
Active Health & Life Insurance License
Knowledge of the general industry procedures, standards, systems, resources, practices and terminology
Knowledge of federal, state and local laws as well as industry regulations
Excellent written, and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders
Excellent analytical, problem solving, time management, and presentation skills
Excellent planning, organizational, and prioritization skills
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests
Ability to handle difficult and stressful situations with professional composure
Proficient in Microsoft Office Suite
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
Alliant Insurance Services, Inc. is one of the largest insurance brokerage firms in the U.S., providing comprehensive insurance and financial solutions nationwide. The company specializes in property and casualty, workers' compensation, employee benefits, surety, and financial products and services. Alliant is dedicated to creating employee benefits solutions built on the principle that health makes growth possible, helping clients navigate complex insurance challenges and turn change into opportunity. The firm employs top-tier professionals who deliver unrivaled depth of service to clients across the country.
