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HMSA · 17 hours ago

Customer Service and Sales Representative

Kapolei, HI

Full-time

Hybrid

Entry Level

$42K/yr - $60K/yr

2+ years exp

HMSA is seeking a Customer Service and Sales Representative to serve as the principal contact for prospective and current employers and members inquiring about health plans. The role involves promoting HMSA products, meeting sales goals, and managing customer relationships while ensuring compliance with health care laws and regulations.

AssociationHealth CareInsuranceMedical

Responsibilities

Meet established marketing plan goals, and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities

Perform quick and efficient transaction fulfillment of telephone calls or email from prospective or current HMSA employer groups and members

Proactively promote HMSA and USAble product options and meet established HMSA and USAble sales goals

Protect HMSA's market share through the successful renewal and retention of assigned accounts

Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing

Prepare proposals for new small group, new individual plans, Medicare plans, plan upgrades, and additions and modifications to existing plans

Support phone inquiries for senior plan sales during annual enrollment period

Meet goals, sales and retention quotas, and minimum activity standards

Serve as the "face of HMSA" to provide HMSA products and servicing to our small business, individual plan, and Medicare plan customers

Coordinate problem solving associated with group and member inquiries

Manage internal and external customer relationships to ensure that employer/member product and servicing needs are identified and addressed

Expand relationships with groups through the sale of new products

All employees are assigned to health, and product fairs and public service events throughout the year, to represent HMSA at public events

Maintain accurate records of all account activity and provide management with a weekly report on sales opportunities, proposals, jeopardy/lost accounts, sales activities, and servicing issues

Performs all other miscellaneous responsibilities and duties as assigned or directed

Qualification

Customer servicingInsurance licenseCommunication skillsProblem analysisMicrosoft OfficeDecision-making

Required

Associates degree, or two years related work experience; or equivalent combination of education and work experience

Strong written and verbal communication skills

Strong customer servicing skills

Strong decision-making and problem analysis skills

Basic working knowledge of Microsoft Office applications. Including but not limited to Word, Excel, Outlook, and PowerPoint

Active license with the state of Hawaii Department of Commerce and Consumer Affairs or pass all four sections of the state licensing examination within three months of hire date

Having an active license to sell Health, Life and Group Insurance products in the state of Hawaii is a condition of employment