Sales Specialist
4 weeks ago
NFP Health is seeking a licensed Sales Specialist to join our Business Engagement Team. Responsibilities will include the oversight of assigned clients and brokers including, managing account activity, driving new business, processing quotes, coordinating renewals, and various other tasks to ensure a consistent and efficient process within the HealthSource RI for Employers State Exchange. Additional duties will include improving workflows, monitoring tasks and the timely completion of sales objectives.
** This is NOT a commission-based role; competitive salary along with a comprehensive benefits package offered. **
Essential Duties and Responsibilities
- Generate and drive new business opportunities through consulting, prospecting, and networking.
- Maintain and enhance relationships with existing client and broker base.
- Serve as main point of contact for all assigned accounts; manage client expectations through outstanding communication and superior service and support.
- Partner with Customer Support Team to ensure accurate data entry into the enrollment and billing systems.
- Investigate and resolve client or broker concern and/or issues in a timely and proactive manner.
- Attend Chamber meetings, business expositions and other industry functions to establish and develop client and broker relationships.
- Effectively utilize technology, tools and best practices and maintains professional and technical knowledge.
- Additional duties as assigned.
Requirements
- Health & Life Insurance License (RI) required, or willingness to obtain within 60 days of employment.
- Employee benefits experience, insurance carrier or brokerage a plus.
- Knowledge of group insurance products (Health, Dental, Life, etc.)
- Excellent communication and interpersonal skills
- Ability to maintain a professional demeanor across various contexts
- Familiarity with sales or account management functions, with a strong emphasis on customer service and support.
- Familiarity with CRM systems and practices, experience with Salesforce is a plus.
- Self-motivated, able to work independently and take ownership of tasks and projects
- Proficient in Microsoft Office - Word, Excel and PowerPoint.
NFP Health is an Equal Opportunity Employer.
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