Health Plan Advisor

BCforward; Mason (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance solutions provider located in the United States is looking for an individual to re-sell medical plans to existing members. This role is crucial for increasing member retention and involves providing counseling on plan options. Candidates must have a BA/BS and 3-4 years of Life & Health insurance experience. A valid insurance license is mandatory. The position requires strong communication and organizational skills. Join a talented team dedicated to exceptional service.

Qualifications

• 3-4 years of Life & Health insurance experience in sales and/or member services.
• Must have a license to sell insurance in all required states.

Responsibilities

• Responsible for re-selling Individual medical plans to existing members.
• Increase member retention by working with at-risk members.
• Provide customers with counseling and recommendations for plan changes.
• Work with cancellation requests to prevent member attrition.
• Partner with the Underwriting team for alternate plan options.
• Follow up on retention leads through outbound communications.

Skills

Advanced oral and written communication skills

Keyboard proficiency

Proficiency with basic PC office software

Advanced organizational skills

Problem-solving skills

Ability to multi-task

Education

BA/BS

Job description

About BCforwardBCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers’ needs into a full service personnel solutions organization. BCforward’s headquarters are in Indianapolis, Indiana and also operates delivery centers in 17 locations in North America as well as Hyderabad, India and Puerto Rico. We are currently the largest consulting firm and largest MBE certified firm headquartered in Indiana. With 14+ years of uninterrupted growth, the addition of two brands (Stafforward and PMforward) and a team of more than 1400 resources our teams deliver services for multiple industries from both public and private sectors. BCforward’s team of dedicated staffing professionals has placed thousands of talented people over the past decade, with retention rates that are consistently higher than the industry average.

Job Description

Location :

Mason, OH and Thousand Oaks and Woodland Hills, CA

Must have a license to sell insurance and will need to bring a copy of their producer’s license to the interview.

Description

SUMMARY: Responsible for re-selling Individual medical plans to existing members in all WellPoint states. Responsible for increasing member retention (decrease in lapse rates) by working with at-risk members.

Major Job Duties and Responsibilities

• Provides detailed analysis that identifies and promotes the value of the existing plan, discuss options, provides alternative plan options when appropriate and makes recommendations.
• Provide customers with counseling and recommendations for plan changes.
• Responsible for working with members during rate increases or any other time a member is a risk of leaving.
• Associate will work with cancellation requests to prevent member attrition.
• Partner with the Underwriting team to provide alternate plan options to facilitate enrollment when the selected plan is not available, due to rate ups, etc.
• Follow up on retention leads through outbound communications via phone or in writing.

Education / Experience

• Requires a BA/BS, 3-4 years Life & Health insurance experience in sales and/or member services or any combination of education and experience, which would provide an equivalent background.
• Must have a license to sell insurance in all required states.

Skills

• Advanced oral and written communication skills required.
• Requires keyboard proficiency and proficiency with basic PC office software.
• Advanced organizational and problem-solving skills required.
• Ability to multi task and work in a fast-paced, deadline-driven environment.

Additional Information

Must be able to pass a background and drug screen