- 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: 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. 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. Life and Health Insurance License or be willing to obtain before the assignment starts.
All your information will be kept confidential according to EEO guidelines.
