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Trucordia · 1 day ago

Inside Sales Agent

Palm Beach, FL

Full-time

Onsite

Entry Level

1+ years exp

Trucordia is a rapidly growing insurance brokerage with a commitment to exceptional client experiences. The Inside Sales Agent will engage with clients regarding Florida Blue health insurance plans, personalize solutions, and ensure compliance with regulations while fostering lasting relationships.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Engage with Clients: Create a warm, welcoming atmosphere while handling inbound and outbound calls to discuss Florida Blue health insurance plans, ensuring every interaction is memorable

Empower Clients: Clearly explain health insurance benefits, options, and enrollment processes, helping clients feel confident in their choices

Personalize Solutions: Listen closely to understand each client’s unique needs and recommend tailored Florida Blue plans that fit their lifestyle and budget

Build Lasting Connections: Use your friendly, cooperative approach to foster trust and build strong relationships with clients

Stay Organized: Diligently track leads, follow up promptly, and keep accurate records in our CRM systems to never miss an opportunity

Stay Ahead: Stay informed on Florida Blue products, industry trends, and best practices to provide top-notch guidance

Ensure Compliance: Adhere to Florida state insurance regulations, federal guidelines, Florida Blue standards, and company policies in all sales activities

Qualification

Florida Health & Life Insurance LicenseOutbound dialing sales experienceCRM software proficiencyHealth insurance industry experienceBuilding rapportCustomer serviceVerbal communicationSelf-motivatedAttention to detailTeam player