Demo

Insurance Sales Representative - Level Funded & Self-Funded Plans

Mercyhealth Wisconsin and Illinois
Janesville, WI Full Time
POSTED ON 8/5/2025 CLOSED ON 9/3/2025

What are the responsibilities and job description for the Insurance Sales Representative - Level Funded & Self-Funded Plans position at Mercyhealth Wisconsin and Illinois?

Overview


  • Insurance Sales Rep, Full Time
  • Mercyhealth Janesville Campus
  • Focuses on selling level-funded and self-funded health insurance plans to businesses. Experience in alternative funding is preferred.

 

Provides ongoing liaison with potential and existing employers, as well as providing education and motivation to broker agents, concerning the sales of MercyCare products and Mercy Health System services. This position reports to the Director of Sales and Marketing.


Responsibilities


Essential Duties and Responsibilities

  • This position is responsible for the ongoing education and sales of MercyCare products and Mercy Health System services to brokers and employer groups.
  • Position will develop contacts with potential groups to understand group; current insurance coverage, agent if any, renewal date, group size, educate the group on Mercy Health System and MercyCare Health Plans.
  • Position will track and review information continuously with the Director of Sales and Marketing.
  • From information gathered and review with the Director of Sales and Network Development, revised marketing strategies will be developed and product offerings revised.

 

 


Education and Experience

Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience


Certification and Licensure

Wisconsin Insurance Sales License within 12 months


Skills and Abilities

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.


Problem Solving -Demonstrate ability to work with challenging situations to promote MercyCare. Works well in group problem solving situations; Uses reason even when dealing with emotional topics.


Technical Skills - Assesses own strengths and weaknesses; Strives to continuously build knowledge and skills; Shares expertise with others.


Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.


Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.


Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.


Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.


Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.


Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.


Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.


Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


Travel may be 75%of time.

To perform this job successfully, an individual should have knowledge of Goldmine or similar software Contact Management systems; excel Spreadsheet software and Word Processing software.





Special Physical Demands

The Special Physical Demands are considered essential job function of the position with or without accommodations.

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and reach with hands and arms. Ability to use a telephone and computer. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.


Benefits


 

Mercyhealth offers a generous total rewards package to eligible employees including, but not limited to: 

  • Comprehensive Benefits Package: Mercyhealth offers a retirement plan with competitive matching contribution, comprehensive medical, dental, and vision insurance options, life and disability coverage, access to flexible spending plans, and a variety of other discounted voluntary benefit options.
  • Competitive Compensation: Mercyhealth offers market competitive rates of pay and participates in various shift differential and special pay incentive programs.
  • Paid Time Off: Mercyhealth offers a generous paid time off plan, which increases with milestone anniversaries, to allow employees the opportunity for a great work-life balance.
  • Career Advancement: Mercyhealth offers a number of educational assistance programs and career ladders to support employees in their educational journey and advancement within Mercyhealth.
  • Employee Wellbeing: Mercyhealth has a focus on wellbeing for employees across the organization and offers a number of tools and resources, such as an employer-sponsored health risk assessment and a Wellbeing mobile application, to assist employees on their wellbeing journey.
  • Additional Benefits: Mercyhealth employees have access to our internal and external employee assistance programs, employee-only discount packages, paid parental and caregiver leaves, on-demand pay, special payment programs for patient services, and financial education to help with retirement planning.


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