Job Description

Role Purpose

As a Licensed Sales Agent you will assist customers with inquiries that will include; general policy information, enrollment assistance, benefit breakdown, billing review, and cross selling various ancillary products. 

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• Take inbound calls & make outbound calls to warm/hot leads or existing customers. 
• Have interactive conversations with prospective and existing customers to showcase your active listening skills 
• Effectively create customer need by conducting various probing techniques. 
• Provide a high level of quality customer service in a high call volume environment. 
• Accurately describe benefits and features for all available product lines. 
• Follow documented processes and guidelines. 
• Display salesmanship with the goal of one call close. 
• Document systems properly to ensure accurate tracking and accountability. 
• Ability to multi-task and work in multiple systems simultaneously 
• Achieve all sales and call center goals. 
• Assist with special projects that aid in the ongoing growth of the team- such as reviewing for effectuating polices, aiding in new phone/equipment implementation, becoming knowledgeable on new plans or industry updates. 
• Work with internal departments in a professional manner to assist callers. 
• Assist consumers with technical issues on the carrier’s enrollment website. 

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• HS Diploma or GED required. 
• Valid insurance license with health component. 
• Current continuing education requirements for license must be met 
• Knowledge of successful selling techniques. 
• Excellent oral and written communication skills. 
• Outstanding customer service skills 
• Must have an enthusiastic, flexible and assertive personality. 
• Experience in a call center. 
• Ability to sit for long periods of time. 
• PC literate. Knowledge of Microsoft Office Suite Products is a plus 
• Must be comfortable in a competitive goals driven sales environment. 
• Must demonstrate multi-tasking and critical thinking skills regularly. 
• Passion for helping people and developing strong sales relationships 
• Conduct yourself in a professional manner at all times 
• Ability to work independently and self-manage to requirements 
• Good attendance is a must. 
• Hardwired high-speed internet connection with a minimum download speed of 30mbps and upload speed of 20mbps with the ability to connect company supplied equipment via 2 Ethernet ports on existing modem/router. 
• Ability to receive company equipment; and make sure it is assembled properly in a timely manner. 
• All agents must have the ability to communicate with leadership via online chat, email and virtual meeting applications. This position requires agents to be very responsive during work shifts. 
• Ability & flexibility to troubleshoot any connectivity issues with your local ISP 
• A private home workspace where customer information can remain secure 

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• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks

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Deliver