Customer Service and Sales Representative

HMSA; Kapolei (HI); On-site; USD 50,000 - 70,000; Full time

Job summary

HMSA is seeking a dedicated sales professional in Kapolei, Hawaii, to enhance sales and improve customer relationships in the healthcare sector. This role involves achieving sales targets by promoting HMSA products, documenting inquiries, and preparing proposals for various insurance plans.

The ideal candidate will manage relationships with clients, ensure their needs are met, and represent HMSA at community events. Strong sales skills and effective communication abilities are essential for success. Join us in making a difference!

Qualifications

• Proven ability to meet sales revenue and membership growth goals.
• Experience in handling customer inquiries effectively.
• Ability to manage relationships with various stakeholders.

Responsibilities

• Promote and sell HMSA products to small business and individual customers.
• Document prospect inquiries and follow up on sales enrollments.
• Prepare proposals for new and existing insurance plans.

Skills

Sales proficiency

Customer relationship management

Effective communication

Job description

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.