Licensed Sales Agent

Job Description

Role Purpose

As a Licensed Sales Agent you will assist customers with inquiries that will include; general policy information, enrollment assistance, benefit breakdown, billing review, and cross selling various ancillary products.ÂÂ

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Do

• Take inbound calls & make outbound calls to warm/hot leads.ÂÂ

• Have interactive conversations with prospective and existing customers to showcase your active listening skillsÂÂ

• Effectively create customer need by conducting various probing techniques.ÂÂ

• Accurately describe benefits and features for all available product lines.ÂÂ

• Follow documented processes and guidelines.ÂÂ

• Document systems properly to ensure accurate tracking and accountability.ÂÂ

• Achieve all sales and call center goals.ÂÂ

 Qualifications

• HS Diploma or GED required.ÂÂ

• Valid insurance license with health component.ÂÂ

• Current continuing education requirements for license must be metÂÂ

• Knowledge of successful selling techniques.ÂÂ

• Excellent oral and written communication skills.ÂÂ

• Outstanding customer service skillsÂÂ

• Must have an enthusiastic, flexible and assertive personality.ÂÂ

• Experience in a call center.ÂÂ

• Ability to sit for long periods of time.ÂÂ

• PC literate. Knowledge of Microsoft Office Suite Products is a plusÂÂ

• Must be comfortable in a competitive goals driven sales environment.ÂÂ

• Must demonstrate multi-tasking and critical thinking skills regularly.ÂÂ

• Passion for helping people and developing strong sales relationshipsÂÂ

• Conduct yourself in a professional manner at all timesÂÂ

• Good attendance is a must.ÂÂ

• Hardwired high-speed internet connection with a minimum download speed of 30mbps and upload speed of 20mbps with the ability to connect company supplied equipment via 2 Ethernet ports on existing modem/router.ÂÂ

• Ability & flexibility to troubleshoot any connectivity issues with your local ISPÂÂ

• A private home workspace where customer information can remain secureÂÂ

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Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

Undertake product trainings to stay current with product features, changes and updates

• Enroll in product specific and any other trainings per client requirements/recommendations

• Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client

• Update job knowledge by participating in self learning opportunities and maintaining personal networks

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Deliver

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No
Performance Parameter
Measure

1
Process
No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback

2
Self- Management
Productivity, efficiency, absenteeism, Training Hours, No of technical training completed