Skip to Main Content
← Back to Jobs

Policy Service Representative

Alliance America Sarasota ,FL
  • Posted: 21 days ago
  • $13 Hourly (plus commission)
  • Full-Time
  • Benefits: dental, life_insurance, medical, vision, 401k
Job Description

Our vision at UF Resources is to provide superior & quality estate and financial planning services, that our members will recommend to their family and friends. Most importantly, a place where employees are proud to be associated.

We are experiencing tremendous growth and are looking to fill several Customer Service/ Inside Sales Support positions. Specifically, we are looking for people who want to serve our target market, retirees, with unlimited earning potential.

Our compensation includes:

Ongoing Training

Base Salary

Production Bonus

Weekly Pay

Health, Dental, Vision, and Life Insurance

Holiday Pay, PTO and Vacation

401K w/ Company Match

We are experiencing tremendous growth and are looking to fill several Sales Support positions.

What You’ll be Doing:

  • Telephone outbound calling
  • Assist our field insurance agents through the coordination and scheduling of their weekly appointments for policy reviews;
  • Conduct follow up quality control calls with members to ensure customer satisfaction levels are met
  • Obtain on line reviews from members
  • Assured care member relations for plan maintenance inquiries and request

What We’re Looking for in You:

  • Organized, solid professional
  • Knowledge in customer service, sales support, estate or financial planning knowledge a plus
  • An incredible work ethic and show up to work every day on time;
  • Familiarity with Windows-based programs;
  • Ability to work under deadlines while being detail-oriented;
  • Work independently while being a team player.

Responsibilities:

  • 90% Telephone Outbound Calling
  • Schedule appointments 1 per hour minimum
  • Assist field representatives with ensuring that they have full weekly scheduled appointments

Qualifications:

  • Life Insurance Concepts a plus
  • Work ethic and good attendance
  • Previous experience in sales, customer service, agent sales support
  • Familiarity with Window based programs
  • Ability to build rapport with clients
  • Strong negotiation skills
  • Professional articulation
  • Deadline and detail-oriented

EXCELLENT BENEFITS:

Weekly Payroll, unlimited earning potential with bonus, Full time offers major medical, dental and vision insurance, 401k (after 90 days)

 

Who you Will Be Working for:

UF Resources is a privately held, technology driven financial services company with an A+ BBB rating. With a constant focus on innovation, UF Resources employs a dynamic team of competent professionals to help American consumers achieve a wide variety of retirement planning objectives. UF Resources makes significant investments in information technology to support our highly collaborative marketing, sales, consulting, publishing and multimedia operations on a national scale. Our diverse workforce utilizes the latest technologies, tools and processes to respond to change and rapidly adapt in a variety of competitive enterprises. Our fast-paced, professional environment fosters the development of our employees to their full potential. When our employees grow and succeed, our business will continue to grow and succeed.

If you have a high level of integrity, are customer-focused and have a desire to serve, we want to talk with you today!

 

Company Description
Alliance America is a 38-year-old national insurance and financial planning firm based in Sarasota, Florida. We believe in the philosophy of doing one thing and doing it well, for us, that's retirement income planning.

As an independent financial planning firm, we work with some of the largest, most highly rated and conservative financial organizations in the country. Being independent means that we work for you, not the companies we represent. This not only gives us a competitive edge, it also enables us to focus on what's important, you, our client.

Because sound financial advice is the cornerstone of any retirement plan, we work through a vast network of local, experienced, insurance and financial professionals who will meet with you one-on-one to discuss your individual planning goals. These individuals meet our high standards of professionalism, education and experience and can give your financial or retirement plan the focus and attention it deserves.

www.allianceam.com

Alliance America

Why Work Here?

With 38-years of experience, we have created as system that provides you with a number of different Senior Market sales opportunities based

Alliance America is a 38-year-old national insurance and financial planning firm based in Sarasota, Florida. We believe in the philosophy of doing one thing and doing it well, for us, that's retirement income planning. As an independent financial planning firm, we work with some of the largest, most highly rated and conservative financial organizations in the country. Being independent means that we work for you, not the companies we represent. This not only gives us a competitive edge, it also enables us to focus on what's important, you, our client. Because sound financial advice is the cornerstone of any retirement plan, we work through a vast network of local, experienced, insurance and financial professionals who will meet with you one-on-one to discuss your individual planning goals. These individuals meet our high standards of professionalism, education and experience and can give your financial or retirement plan the focus and attention it deserves. www.allianceam.com

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.