Customer Service and Sales Representative
- Performance
- Meet established marketing plan goals, and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities.
- Perform quick and efficient transaction fulfillment of telephone calls or email from prospective or current HMSA employer groups and members.
- Proactively promote HMSA and USAble product options and meet established HMSA and USAble sales goals.
- Protect HMSA's market share through the successful renewal and retention of assigned accounts.
- Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing.
- Prepare proposals for new small group, new individual plans, Medicare plans, plan upgrades, and additions and modifications to existing plans.
- Support phone inquiries for senior plan sales during annual enrollment period.
- Meet goals, sales and retention quotas, and minimum activity standards.
- Relationships
- Serve as the "face of HMSA" to provide HMSA products and servicing to our small business, individual plan, and Medicare plan customers.
- Coordinate problem solving associated with group and member inquiries.
- Manage internal and external customer relationships to ensure that employer / member product and servicing needs are identified and addressed.
- Expand relationships with groups through the sale of new products.
- All employees are assigned to health, and product fairs and public service events throughout the year, to represent HMSA at public events.
- Administrative
- Maintain accurate records of all account activity and provide management with a weekly report on sales opportunities, proposals, jeopardy / lost accounts, sales activities, and servicing issues.
- Other Duties / Functions
- Performs all other miscellaneous responsibilities and duties as assigned or directed.
LI-Hybrid
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