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Insurance Specialist (Medicare Line)

Company: Level Four Group
Location: Dallas
Posted on: January 27, 2023

Job Description:

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:

  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More---

    Come take your career path to the next level!
    The Insurance Specialist will support the operations of the Medicare Team by assisting with contracting & licensing, placing & managing workshop orders, organizing and updating internal resources, and assisting Medicare sales team members as needed.
    Essential responsibilities and tasks of the Insurance Specialist are:

    • Creating, placing, and managing workshop orders.
    • Assist team members in managing carrier appointments and certifications for new and existing agents.
    • Perform clerical duties such as data entry, generating reports, editing documents, managing a filing system, and updating internal resources such as spreadsheets, CRM, et al.
    • Additional duties as required

      Successful Insurance Specialist candidates will have:

      • Experience with Medicare insurance products
      • Ability to communicate, both written & verbal, effectively and professionally
      • One or more years in a support role experience
      • Strong organizational skills
      • Detail-oriented
      • Knowledge of technology including Microsoft Office and G-Suite applications


        • Bachelor's degree
        • Life & health insurance licenses
        • Experience with a Customer Relationship Management system such as Microsoft CRM or Salesforce

          Icing on the Cake

          • Experience working in an insurance agency
          • Experience with insurance contracting & licensing

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Keywords: Level Four Group, Dallas , Insurance Specialist (Medicare Line), Other , Dallas, Texas

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