Individual Sales and Retention Representative

Corewell Health • Grand Rapids, MI

1d • Onsite

About The Position

Provide excellent customer service to Individual members. Build and maintain strong relationships with members to ensure ongoing retention. Support other team staff to maintain and grow membership and sales in new and existing markets.

Requirements

• 2 years of relevant experience
• LIC-Health Agent License - STATE_MI State of Michigan

Nice To Haves

• Bachelor's Degree in a related field
• Knowledge of healthcare industry

Responsibilities

• Manage all aspects of the identified Individual membership, including benefit consulting, relationship building, problem solving, data analysis and solution implementation.
• Conduct ongoing efforts to maintain retention through outbound campaign initiatives to retain most profitable members.
• Retain and increase membership, in addition to improving service to members and agents.
• Identify opportunities to sell new products, services and replace other carriers/service providers.
• Generate and act upon leads for new sales and the sales of replacement and add-on products.
• Initiate telephonic follow-up and/or outreach.
• Provide sales and service to customers for health and ancillary insurance products via telephone and email inquiries.
• Analyze prospective customer needs and match to appropriate product to contribute to continued profitability margins of the corporation.
• Represent the interests and perspective of the Individual population in team meetings and planning sessions.
• Strategize issues and opportunities with other staff to incorporate member perspective in Priority Health and Corewell Health’s goals and objectives.
• Participate in other internal committees to help achieve company and membership goals where appropriate.
• Meet with teams internally to discuss growth and develop plans for retention strategies.
• Attend continuing education classes to maintain active Life and Health agent licenses.
• Attend diversity and inclusion to maximum communication efforts with current and prospective members.
• Maintain and ensure all levels of compliance.
• Focus on collection of premiums at point of sale, however ongoing member communication for continued collection is a priority.
• Present and explain various recommended products, benefits, features, and alternatives to the customer.
• Explain company sales, application requirements, and enrollment processes to set realistic customer expectations.
• Contribute to start rating through ongoing member communication and feedback.
• Implement measures to change member behavior, involving forward thinking and idea creation.
• De-escalate situations involving dissatisfied customers by offering assistance and support.
• Contribute to product innovation and development.

Benefits

• Comprehensive benefits package to meet your financial, health, and work/life balance goals.
• On-demand pay program powered by Payactiv
• Discounts directory with deals on the things that matter to you, like restaurants, phone plans, spas, and more!
• Optional identity theft protection, home and auto insurance, pet insurance
• Traditional and Roth retirement options with service contribution and match savings

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level