What are the responsibilities and job description for the Inside Sales Representative position at Risk Strategies Company?
Inside Sales Representative (also known as Licensed Sales Agents) is responsible for sales, service, retention and growth of Individual and Medicare book of business. This includes any and all project oriented business initiatives provided by clients/carriers/vendors etc.
Your Impact
- Place outbound calls to customers interested in ancillary and health insurance products referred by Cornerstone’s licensed industry brokers for both the under and over 65 market
- Respond to inbound calls from customers with service inquiries or requests for enrollment assistance
- Cross-selling and retention management of existing book of business
- Support and adapt to new campaigns and corporate initiatives as directed
- Present, sell and support all new and existing policies
- Educate customers on all aspects of insurance plans including qualification of plans, subsidiaries, etc
- Provide objective information pertaining to coverage, annual notice of change, pharmacy/network coverage and drug formularies
- Ensure proactive customer service and sales techniques with the highest degree of courtesy and telephone etiquette
- Place outbound calls to Medicare beneficiaries, confirming and verifying plan enrollment
Successful Candidate Will Have
- Education: High School diploma or equivalent.
- Experience: Proven sales record essential with a minimum of 1 year direct insurance sales experience.
- Strong customer service skills.
- Microsoft Office products and databases.
- Exceptional verbal and written communication skills.
- Ability to understand complex programs.
- Ability to understand multiple products and multiple levels of benefits within each product.
- Must have active and current Life and Health insurance licenses.
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.
Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
