Worldwide Rescue & Security (WRS) Benefit Specialist II

Description

About Us:

DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.

With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA’s rapid growth is reaching new heights.

Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space.

If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space?

Why AGIA?

AGIA Affinity is an established but growing insurance and benefits marketing partner to some of the largest and most iconic associations and organizations in the country. Our clients include many veterans' organizations, fraternal organizations, loyalty programs, and more. Ensuring that our client’s members have the coverages they need when they need it is at the heart of everything we do. For 66 years we have sought to improve the lives of not only our client members but our internal members as well.

What Are The Benefits?

AGIA offers health benefits including medical, dental, and vision, 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income, a prefunded optional FSA, 100% covered Life Insurance, Accidental Death and Dismemberment Insurance, Short Term/Long Term Disability, and a $250 Wellness Benefit. Our medical plan has in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy.

Position Summary: 

The WRS Benefit Specialist II is responsible for selling, servicing and retaining WRS products (EA+) and Insurance products that are both current and emerging with an enthusiastic attitude. The Specialist positions the client brand as a key component of AGIA's sales and retention strategy.

Essential Job Functions: 

 1. Interact with members via inbound and outbound telephone to offer and sell WRS and Insurance products.   

 2. Answer incoming calls from WRS members, group members and other customers, ensuring that all inquiries and issues are handled effectively, in a timely manner, and with a customer service focus.

     a. Promote AGIA customer service values by being courteous, professional and prompt in all customer interactions.

     b. Adhere to quality program metrics and achieve quality performance levels.   

3. Update and maintain customer billing and coverage information in appropriate administrative systems. 

4. Process and fulfill customer requests following approved procedures.

5. Save and retain WRS and Insurance customers by identifying relevant reasons and concerns regarding requests to discontinue policies.

6. Maintain up to date knowledge on WRS and Insurance products to ensure customer satisfaction and maximize sales opportunities (e.g. marketing information, new product information).

7. Resolve member complaints and concerns through active listening, empathy, and professionalism.   

8. Establish member needs through enhanced probing techniques in order to promote and recommend WRS and Insurance products based on member interests to establish long term value.

9. Share successes and new ideas with team members in order to achieve both individual and team goals.

10. Perform other miscellaneous functions and special projects as assigned. 

Performance Measurements: 

1. Sustain established productivity goal as outlined and measured in the WRS Scorecard.
2. Sustain established quality goal as outlined and measured in the WRS Scorecard.
3. Sustain established sales goal as outlined and measured in the WRS Scorecard for both EA+ and Insurance products.
4. Metrics on the WRS Scorecard relevant to coaching or additional training, show improvement as defined in coaching or training goals.
5. Adhere to work, lunch and break schedule including attendance and punctuality standards.
6. Achieve Life and Health Insurance Licensing requirements.

Requirements

Education/Certification:

• High school diploma or equivalent. 
• Current Life and Health Insurance and/or Property & Casualty License for all 50 states.

Required Experience:

• Minimum two years of high volume customer call center.
• Minimum   two years of telephone or sales experience.
• Minimum one year insurance experience.

Required Knowledge:

• Knowledge of call center customer service principles and   practices
• Knowledge of sales principles and practices.
• Knowledge of call center environment and expectations.

Skills/Abilities:

• Ability to work in a fast-paced, high call center environment.
• Proven ability to maintain composure in stressful situations   and manage/diffuse concerned customers.
• Intermediate proficiency in MS Office.

Travel: No domestic travel.

Work Schedule: Ability to work between the hours of 5:00 am and 5:00 pm.

Benefits & Work Environment

DOXA Insurance Holdings offers a dynamic work environment and a collaborative culture. Our headquarters is located on the 10th floor of the Indiana Michigan building at 101 E. Washington in the revitalized downtown Fort Wayne, Indiana