Health Plan Advisor – Licensed Insurance Sales & Retention

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

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.