Small Group Sales Assistant

View full description

Requirements:

• Polished phone demeanor, tone and etiquette is required.
• Strong analytical skills and demonstrated problem solving with ability to problem solve to resolution.
• Be open to continuing improvement through education and coaching.
• Ability to flex and change tasks quickly, including interacting with customers while simultaneously documenting information.
• Proficient at reciting sales scripts in a natural way
• Ability to accurately collect data, interpret and report results.
• Ability to understand compliance policies and procedures and to implement and adhere to all required compliance sales and marketing requirements.
• Capability to maintain compliance with regulatory agency requirements and established service levels.
• Strong computer skills in order to operate effectively with company systems and programs.
• Data entry experience is necessary.
• Understanding of Kansas Insurance Department, Centers for Medicaid and Medicare, and the Affordable Care Act rules, regulations, and guidelines, preferred.
• Detailed knowledge of all product lines offered by individual sales to include all subsidiary companies is preferred.
• A thorough knowledge of all individual products to include Medicare Supplement, Medicare Advantage, Part D, Dental, ACA, Life and Secure products is strongly preferred.
• Sign a non-compete agreement.
• High School diploma or its equivalent is required.
• Two years of experience working with customers (phone and/or in person) with ability to interact one-on-one to understand the customer’s needs.
• Proficient internet, PC and Windows skills with the ability to quickly learn and implement software and web-based tools to serve the caller.
• If not already attained, must acquire a State of Kansas insurance agents license within 60 days and must maintain license through employment.
• If not already attained, must acquire an America's Health Insurance Plans (AHIP) certification and Federally Facilitated Marketplace (FFM) certification.

Responsibilities:

• Cultivate lasting relationships with existing and potential clients, seeking ways to increase customer satisfaction.
• Respond to inbound leads and develop existing inbound prospects into conversations and qualified sales opportunities.
• Document and track all such leads in TMS system and ensure proper follow up is done within a timely manner.
• Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and ultimately sale.
• Ask appropriate questions and listen actively to identify specific questions or issues while documenting required information in computer systems.
• Using knowledge of the product portfolio to accurately assess the distinct needs of different prospects, explain the differences between various products.
• May make outbound calls to prospective members to follow up on questions or to current members to review current or new products and services.
• Assist the prospect in completion of the enrollment application over the phone with complete, accurate and required information, consistent with product requirements and enrollment guidelines.
• Responsible for maintaining a working knowledge of policies and procedures while minimizing errors to meet or exceed company standards, working in a timely manner.
• Required to obtain and maintain a Life, Accident and Health license through the Kansas Insurance Department to secure all lines of business sold to the markets served by Small Group Sales.
• Must follow URAC standards as required for essential job functions.
• Assists in providing feedback for both in house and external forms and sales aids.
• Expected to assist in renewal/prospect sales efforts for all customers involved through direct response marketing.
• Complete the final completion step in mailing/faxing/emailing out the proposal packets by adding the correct brochures and drug pages for both new group and renewal proposals.