Planning Advisor – Medicare Tele-sales

Role Overview

• Engage with Medicare prospects and existing members to educate and guide them in the sales process by assisting them in selecting and enrolling in a suitable Medicare and ancillary plan.
• Develop and maintain long term relationships with an assigned base of existing Florida Blue members aging into Medicare, ensuring their healthcare needs are met.
• Operate as a licensed telephonic sales agent, utilizing exceptional communication and interpersonal skills to drive sales growth and retention.
• Assist prospective and existing FB members to find a Florida Blue Medicare plan by conducting a Needs Analysis and pitching an appropriate plan that will meet their healthcare needs including ancillary products and ultimately enrolling them telephonically.
• Proactively educate current and prospective members aging into Medicare-on-Medicare basics, enrollment requirements, and penalties, with the goal of recommending a FB Medicare plan and assisting with the enrollment process.
• Understand commercial plans for those aging in to ensure appropriate plan selection.
• Retain membership after enrollment through a series of welcome calls educating the members on their new plans.
• Support marketing campaigns via inbound and outbound telephonic sales calls.
• Exceed New Sales quota, retention rates, telephonic service levels, and quality expectations.
• Respond to sales inquiries from prospective and existing members regarding product offers and annual product changes.
• Manage the customer lifecycle, including acquisition, welcome, engagement, retention and re-sale.
• Maintain regular contact with clients, for follow up buying decision and drive retention.
• Identify and overcome buying obstacles from new customers and existing members.
• Deliver best in class sales experience ensuring ongoing satisfaction and customer retention.

Requirements

• 2+ years related work experience. Experience Details: Worked in a tele-sales environment selling Medicare and ancillary plans.
• High school diploma or GED
• Active Florida state health insurance license 2-15 Health, Life and Variable Annuities or 2-40 Health
• Demonstrated time management skills and the ability to manage multiple priorities.
• Experience working independently and as part of a team
• Experience using computers and navigating among multiple systems and screens as well as documenting information.
• Experience with listening and relating key information to comparable selling situations to apply appropriate responses and actions.
• The ability to work flexible schedules including evenings and weekends.

Benefits

• Medical, dental, vision, life and global travel health insurance;
• Income protection benefits: life insurance, short
• and long-term disability programs;
• Leave programs to support personal circumstances;
• Retirement Savings Plan including employer match;
• Paid time off, volunteer time off, 10 holidays and 2 well-being days;
• Additional voluntary benefits available;
• A comprehensive wellness program