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Title

Enroller (Benefits) 

Description


General Accountability

The primary purpose of this position is to assist Allegacy Federal Credit Union in living out its mission, "to help you make smart financial choices" and support the expected behaviors of the Synergy culture. To achieve this goal the employee must provide outstanding service to both internal and external members.



Nature and Scope

Allegacy Business Solutions Insurance Group is hiring a full time Enroller to join our team by generating sales through the introduction of voluntary products and services. This Enroller will focus on assisting our Sales Producers in providing consultative value to employer groups. It is paramount that they accomplish this goal in alignment and support of our mission, "To help members make smart financial choices." Our Enroller will also add value through providing the support and expertise that ensures we provide a level of service that retains existing clients and attracts future clients. Additionally, they will fulfill several account management duties that include but are not limited to; compiling common features and rates of benefits carriers, creation of client presentation material and executive summaries, identification of carrier proposals that match client needs, and the communication of enrollment and change paperwork with carriers. At all times, our Enroller must exhibit the Allegacy Synergy behaviors, and ensure that a positive and professional demeanor is exhibited. If you are looking for an exciting opportunity to align with an organization that cares deeply about providing exceptional value and service then apply today!



Specific Accountabilities

• Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.

o We promise to treat you with the respect deserving of an owner.

o We promise to find ways to offer simplicity and convenience.

o We promise to recognize your needs and recommend innovative solutions that will help you make smart financial choices.

o We promise to ensure the security of your financial information.

o We promise to take ownership of your request.

o We promise to express our appreciation for the opportunity to serve you.

• Completion of all required compliance training to include BSA.

• Meet or exceed established sales and service goals.

• Must possess effective knowledge of the Credit Union's products and services.

• Ensure thorough understanding of expectations and consistently exhibit Synergy Wheel behaviors.


 
Position Requirements

Education Required: High School Degree


Education Preferred: Bachelor's Degree


Experience Required: 2 years of selling experience through a consultative, value added approach with a focus on providing exceptional customer service.


License/Certification Required: Active NC Life and Health License


Experience Preferred: 2 years of experience in selling worksite voluntary benefits products and services through a consultative, value added approach with a focus on providing exceptional customer service with companies such as Allstate, AFLAC and Colonial.

 
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Exempt  
Location Winston-Salem Area  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade None Specified 


This position is currently not accepting applications.

To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com



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