Licensed Insurance Sales Agent BPO

Trucordia; Harleysville (PA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Pet Insurance

11 Paid Holidays

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

A progressive insurance brokerage in Harleysville seeks a Medicare Sales Representative who will handle inbound and outbound calls with prospective clients. This role requires at least one year of outbound dialing sales experience in the Medicare industry, strong communication skills, and a passion for helping others. The position involves explaining Medicare options, understanding clients' unique needs, and maintaining accurate records of interactions. The company offers comprehensive benefits, including life insurance and flexible PTO.

Qualifications

• Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry.
• Passion for helping others and a commitment to excellent customer service.
• Stay updated on Medicare products, services, and industry trends.
• Build rapport with clients, understanding their needs and providing tailored solutions.
• Stay updated on Medicare products, services, and industry trends.
• Proficient in Microsoft Windows environment and multiple CRM software systems.
• Self-motivated with a powerful desire to succeed and achieve high performance.
• Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail.
• Flexibility to adjust strategies based on client needs and feedback.
• Valid Resident State Health Insurance (Required)
• Continuing Education (CEs) are up to date (Required)
• High School Diploma or GED

Responsibilities

• Handle inbound and outbound calls to prospective clients.
• Explain Medicare options clearly to clients.
• Foster trust and rapport with clients.
• Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
• Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Skills

Outbound dialing sales experience

Customer service

Verbal communication

Rapport building

Attention to detail

Self-motivation

Education

High School Diploma or GED

Valid Resident State Health Insurance

Continuing Education (CEs) up to date

Tools

Microsoft Windows

Multiple CRM software systems

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinelyCAREabout our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• WeCOLLABORATEcontinuously because, together, we are more powerful and make amazing things happen for our clients and company.
• WeLEADwith intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We areRESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• WeCELEBRATEboth individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Ignitist Inc, which is part of the Trucordia Insurance Services Network, provides insurance solutions to help veterans, disabled Americans, and underserved populations, especially those in the most underserved markets, get access to the healthcare they need to live the best lives possible. Ignitist Inc is building a virtuous network through partnerships with non-profit groups, insurance carriers and providers who share our passion for improving the quality of life for those who need it most.

Job Description

Duties and Responsibilities:

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
• Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
• Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
• Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
• Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Qualifications

• Minimum of 1 year of successful outbound dialing salesexperience in the Medicare industry
• Passion for helping others and a commitment to excellent customer service.
• Strong verbal communication skills, with the ability to convey complex information clearly and effectively.
• Build rapport with clients, understanding their needs and providing tailored solutions.
• Stay updated on Medicare products, services, and industry trends.
• Proficient in Microsoft Windows environment and multiple CRM software systems.
• Self-motivated with a powerful desire to succeed and achieve high performance.
• Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail.
• Flexibility to adjust strategies based on client needs and feedback.
• Valid Resident State Health Insurance (Required)
• Continuing Education (CEs) are up to date (Required)
• High School Diploma or GED

Preferred qualifications include:

• 1 year Sales Experience
• 1 year Medicare Advantage
• 1 year outbound dialing

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.