Marketplace Sales Representative

Colorado Access•Denver, CO

7d•Hybrid

About The Position

We are looking for a MARKETPLACE SALES REPRESENTATIVE who can help shape our vision and support our mission. This position will involve identifying and qualifying new business prospects, assessing client needs, recommending Marketplace insurance products, managing the sales pipeline, and overseeing the member journey from initial contact through enrollment and ongoing retention. The role requires handling inbound and outbound calls, resolving inquiries, acquiring new business, and maintaining accurate documentation. It also involves developing a clear understanding of member circumstances and needs, partnering with internal teams, preparing marketing collateral, and facilitating communication between members and internal teams. Attending meetings and providing timely updates on pipeline and member needs is also part of the role.

Requirements

High School Diploma or equivalency required.
A minimum of two years’ relevant Marketplace (Exchange) insurance sales experience.
Strong understanding of the local insurance market.
Ability to analyze an agency book on a quarterly basis and recommend actions.
Ability to explain complex technical or insurance terms to diverse audiences.
Strong problem-solving skills to navigate organizational processes and resolve member issues.
Highly organized, deadline-driven, and able to manage multiple priorities in a hybrid environment.
Demonstrates support for the company’s mission, vision and values.
Excellent written and verbal communication skills.
Proficient in Microsoft office applications (Word, Excel, PowerPoint, Outlook, SharePoint) as well as CRM systems; with ability to work with a variety of project management tools.
May be required to manage multiple priorities and projects with tight deadlines.
Must hold a Health, Accident, and Life Insurance license for the state of Colorado and complete continuing education to maintain it and in good standing.
A valid driver's license and proof of current auto insurance will be required for any position requiring driving.

Responsibilities

Identify and qualify new business prospects through current member outreach, networking, and digital outreach.
Assess client needs and recommend Marketplace insurance products aligned with member goals.
Manage the sales pipeline to meet or exceed monthly production and revenue targets.
Manage the member journey from initial contact through enrollment and ongoing retention.
Handle inbound and outbound calls while meeting agreed service standards and deadlines.
Own and resolve incoming inquiries via phone or email, following industry best practices and compliance expectations.
Acquire new business and manage ongoing member relationships primarily through phone and email.
Maintain accurate, timely documentation by keeping databases and CRM records up to date.
Develop a clear understanding of member circumstances, needs, and expectations to deliver appropriate solutions.
Partner with internal teams and stakeholders to support referrals, enrollments, and issue resolution.
Prepare or coordinate marketing and sales collateral needed to advance opportunities and close sales.
Facilitate communication between members/clients and internal teams to ensure seamless service delivery.
Attend meetings as needed and provide timely updates on pipeline, member needs, and operational issues.