Benefits Analyst

Inform, educate and enroll customers to successfully transition into the individual insurance market

- Make outbound calls to customers, completing needs assessment and correctly qualifying participants' needs related to Medicare Health Insurance (Medicare Advantage, Medicare Supplement, Cost Plans, and Prescription Drug Plans)
- Identify customer needs using a needs based selling approach then recommend plans and accurately answer customer questions
- Provide solutions that make it easy for the customer to decide on the plan while overcoming customer objections
- Handle inbound calls to enroll customers compliantly and efficiently into selected Medicare Health Insurance (Medicare Advantage, Medicare Supplement, Cost Plans, and Prescription Drug Plans) and update customer accounts thoroughly
- Effectively manage sales pipeline
- Deliver expected sales for individual, team, regional, and overall targets (conversion rate, close ratio, etc.)
- Actively manage a book of business to ensure all retiree needs are met on a timely basis (respond to retiree voicemails, internal chat requests, partner with customer service and operations, handle and support customer complaints and/or client escalations)
- Deliver a consistently positive customer experience in a highly ethical and professional manner
- Ensure sales quality by asking questions and partnering with management support as needed

SKILLS:

EDUCATION AND CERTIFICATION

- High School degree (or GED) required. Undergraduate degree or equivalent experience preferred

REQUIRED KNOWLEDGE AND SALES EXPERIENCE

- Experience with consultative selling skills focused on the following: Customer Relationship Management, Customer Service, Meeting Sales Goals, Motivation for Sales, Prospecting Skills, Closing Skills, Negotiation and Influencing Skills, and Presentation Skills
- Background in at least one of following three:

Medicare, Commercial Health Care and or Telesales call environment - Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
- No contracting restrictions from any insurance carrier or brokerage firms
- Strong written and verbal communication, sales development and rapport building skills
- Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education
- Actively listen and provide full attention to identify customer questions and need through probing for clarification
- Takes initiative and demonstrates strong problem solving and analytical skills
- Experience using desktop and browser-based and contact management software
- Experience using productivity software including MS Word, Excel, SharePoint, and Outlook

PREFERRED KNOWLEDGE AND EXPERIENCE

- Active resident life and health insurance license, or ability to renew license prior to start date
- If unlicensed, ability to secure an active resident life and health insurance license along with carrier certification prior to start date
- Proven track record of Medicare sales and or commercial insurance sales
- Spanish speaking a plus