UHO Inside Sales Product Advisor - Hybrid in Carmel, IN

UnitedHealth GroupCarmel, IN
Hybrid

About The Position

The Inside Sales Insurance Product Advisor plays a key role in achieving departmental sales objectives by guiding individuals to the most suitable health insurance solutions. This high-performing sales position focuses on a balanced mix of inbound and outbound leads to drive sales and deliver an exceptional customer experience. As one of the most experienced and effective licensed sales agents, the Product Advisor provides expert advice on individual health insurance plans and ancillary products. This role is essential in driving consistent sales performance, maximizing every sales opportunity, and enhancing the customer experience. Product Advisors are expected to quickly adapt to new lead sources and act as trusted experts in the health insurance space.

Requirements

  • High School Diploma/GED
  • Health and Life license within state of residence or the ability to obtain within 30 days of hire. (This expense will be covered by the company)
  • 1+ years of experience in analyzing and problem solving for customers
  • Intermediate level of proficiency using computer and Windows PC applications including strong keyboard and navigation skills, and learning new computer programs
  • Ability to become broadly licensed & certified across most US states
  • Ability to become broadly appointed across multiple insurance carriers
  • Ability to work regularly scheduled shifts within our hours of operation, including the training period and successfully complete the training program including demonstrating proficiency of all material

Nice To Haves

  • 1+ years sales experience with documented success
  • Spanish Proficiency

Responsibilities

  • Handle customer inquiries regarding health and ancillary insurance products
  • Follow a proven sales and quality process to assist customers
  • Be available to receive inbound phone calls
  • Be available to receive inbound prescreened leads transfers
  • Build trust and rapport through expert guidance and a customer-first approach
  • Provide Quote and enrollment support to new customers
  • Recommend the best plan that fits the customer’s needs
  • Make outbound follow up calls to new and existing customers
  • Consistently meet or exceed sales targets and performance metrics
  • Data entry / update CRM with customer data
  • Adhere to a daily schedule using IEX (Lunch, Breaks, etc.)
  • Adhere to strict quality standards

Benefits

  • Competitive base pay
  • Full and comprehensive benefit program
  • Performance rewards
  • Management team commitment to success
  • Paid Time Off which you start to accrue with your first pay period
  • 8 Paid Holidays
  • Medical Plan options
  • Health Spending Account or a Health Saving account
  • Dental, Vision, Life& AD&D Insurance
  • Short-term disability and Long-Term Disability coverage
  • 401(k) Savings Plan
  • Employee Stock Purchase Plan
  • Education Reimbursement
  • Employee Discounts
  • Employee Assistance Program
  • Employee Referral Bonus Program
  • Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
  • Incentive and recognition programs
  • Equity stock purchase
  • 401k contribution
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