Licensed Health Insurance Agent
- Responsible for handling inbound and outbound calls with potential customers to identify needs and sell available Client health insurance solutions.
- Research, document, and attempt to resolve all inquiries during the call.
- Provide quotes, answer questions, cross-sell ancillary products in accordance with established company policy and insurance guidelines.
- Responsible for maintaining services that customers are attempting to cancel through product knowledge and negotiation techniques.
- Handle customer service related issues to meet the needs of the clients and their customers.
- Provide accurate data entry of customer’s information for processing of sales orders, follow up and literature requests.
- Follow up with potential clients via mail, email or phone as per customer request.
- Remain knowledgeable of Health Insurance industry changes with ongoing training in order to provide excellent customer service and improve your sales presentation and close ratio.
- Maintain performance in accordance with department guidelines to ensure the highest level of quality to our clients and their customers.
- Responsible for meeting individual sales goals.
Qualifications
- High School Diploma or GED
- Hold an active, current residence health and life insurance license
- Previous experience in a commission driven, sales environment
- Strong PC and software experience and an ability to navigate through multiple systems and platforms including CRM, state and client insurance portals, word processing and spreadsheets
- Demonstrated customer service skills
- Must demonstrate assertiveness, positive attitude and energy, goal setting, commitment to task, persuasiveness, decision making & problem solving.
- Positive work history
- Excellent communication skills and telephone skills
- Ability to research documents and find information
Additional Information
All your information will be kept confidential according to EEO guidelines.