Acquisition of new members via inbound and outbound calls
Assessing customer needs for products and services using insightful, probing questions, and demonstrating superior listening skills
Servicing of existing members and inquiries related to utilization of their product, benefits, etc.
Cross selling ancillary products as well as any other applicable products to existing members
Retention of existing members
Maintaining knowledge levels with respect to CMS and states regulations
Ability to multitask, and effectively use computer while interacting with prospects and members via phone
Ensuring that the relevant information is captured in Customer Relationship Management system (CRM)
Meeting sales goals, conversion rates, and cross sell rates for acquisition of new members as outlined in the annual performance plan.
Contacting prospective members within the time limit outlined in the annual performance plan.
Achieving the member retention rate as outlined in the annual performance plan.
Highest levels of member satisfaction as measured by various member surveys and member retention rate.
Expert level understanding of products, services, and processes offered by the company.
Ability to pass on an annual basis: American Health Insurance Plans (AHIP) Continued Education (CE’s) Product Certification Required Security and Compliance Client/Carrier Certifications Any required CMS Certifications

4-year college degree or 1 to 2 years’ experience of selling multiple Medicare products (i.e., Medicare Advantage, Medicare Supplement)
Life & Health insurance license is not required to be employed. It is required to obtain the license within 2 attempts and or 60 days from the employment start date
Active use of computer for carrying out daily job activities
Ability to multi-task while talking on the phone
Excellent communication and listening skills
Self-starter with positive attitude and ability to control emotions when dealing with unhappy customers (i.e. “Customer is always right” attitude)
Adaptable to high pressure, achievement-oriented environment
Drive to build, manage, and grow a book of business and become successful entrepreneur
High level of computer proficiency including, but not limited to, Microsoft Office package
Ability to quickly perform basic mathematical operations w/out use of calculator.

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

Inside Sales Representative

Key skills