Insurance agent

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible work options, growth opportunities, 401K and competitive pay.

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Job Summary :

Retail Center Sales Consultants are critical to delivering on the sales, renewal, retention, and community penetration objectives of the Retail Centers.

This will entail demonstrating the knowledge, skills, and competencies of a high performing sales professional through effectively consulting with prospects and existing customers to meet sales targets, performing timely and efficient lead management to drive close rates and retention, maintaining expert level product knowledge, utilizing multiple systems and technologies to maximize effectiveness, and conducting networking and business development tactics within the community to build awareness and future opportunities.

It is also critical this role demonstrates a comfort level with change to meet the dynamic, changing business environment through quickly adapting to and adopting changes in the business model to meet critical and evolving business objectives.

Job Responsibilities :

Sales Operations-

Provide consultative sales and service experience for customers seeking information and education on available products to support health, wellness, and income protection.

Use web-based tools and sales systems to analyze prospective customer needs and match to appropriate company products and services.

Present and explain recommended products, benefits, features, and alternatives.

Ensure new customers receive orientations / information regarding self-service and shopping tools, incentives and value-added features and information.

Promote the additional services available to members through the center clinicians and service consultants.

Cross-sell multiple product sets to deliver additional value to members and the enterprise.

Utilize face-to-face, telephonic, and electronic methods to respond to customer requests for information, quotes, and / or to process sales.

Consistently meet / exceed production targets, effectiveness measurements, and customer satisfaction scores.

Generate and act upon leads for new sales and member retention.

Using lead management tools, perform daily outbound calls and lead management tactics to previous or prospective customers to drive sales.

Perform outbound call campaigns to company generated sales leads.

Generate referrals from existing client base through proactive outreach, relationship building, and delivering a best-in-class experience.

Identify and contact at-risk customers; develop and execute retention strategies with solutions that meet customer needs.

Set appointments for sales and member retention visits through various campaigns.

Maintain an ongoing relationship with previous customers to drive retention and loyalty.

Follow standard operating procedures to effectively disposition, track, and record outcomes of work efforts.

Help facilitate enrollment or education meetings with prospective or existing customers within the retail center and within community settings.

Gain personal understanding of targeted groups’ products, services and features.

Conduct formal and informal sessions, individually or within small groups, providing information and answering questions to ensure customers understand products, benefits and tools, and how to use them.

Track and report enrollment support activities and outcomes.

Community Engagement Business Development -

Build and foster relationships with key constituents, organizations, networking groups, etc. to build community awareness of the center services.

Travel to employer groups to provide onsite enrollment assistance to individuals requiring individual coverage as needed.

Center Operations -

Provide support for special events and projects (e.g., seminars, appearances, promotional events, clinical programs) for the general public in the Retail Center.

Help ensure all customers (walk-in, telephonic or electronic) are warmly greeted, their needs are assessed quickly, and they are referred to the appropriate setting, person, information or tools to address their needs.

Provide informational tours to individuals or small groups explaining the value of the retail center to the community.

Job Requirements :

Minimum of 1 year of related work experience in health benefit sales

Excellent verbal and written communication skills.

Proficient with MS Word, Excel, PowerPoint, Internet and web-based tools.

Work flexible hours to include evenings, weekends and holidays.

Demonstrated ability to meet / exceed sales targets.

Experience with health insurance products to include individual and group plans.

Experience in outside sales and / or business development.

Experience in networking, public speaking, and relationship management.

Required Education / Certifications :

High school diploma or GED required

2-15 OR 2-40 License is required

OpTech is an equal opportunity employer and it committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, status as a parent, disability, age, veteran status, or other characteristics

Last updated : 2024-09-06