Retail Center Sales & Service Representative II

Capital Blue CrossCenter Valley, PA
Onsite

About The Position

The purpose of this position is to support a retail store customer experience by servicing and selling health insurance products that meet customers’ needs and by building customer relationships that contribute to retention and customer loyalty. This position is responsible for providing in-person consultative sales and service for customers seeking health and ancillary insurance products including Medicare, individual, small business, dental, vision and more. Additionally, this position supports a customer-focused environment by providing a caring and friendly service experience for customers with questions or issues related to their Capital Blue Cross health insurance (benefits, claims, premium payments, enrollment, etc.) or other related topics. In addition to general sales and service, the Retail Center Sales and Service Representative II handles more complex customer service issues as well as escalated service problems when supporting the Commercial Group sales team. The representative is responsible for providing efficient, courteous, and professional service to members, providers, group administrators, brokers, plan personnel, and the general public in a timely manner.

Requirements

  • A minimum of 3 years' face-to-face consultative experience.
  • 2-3 years' customer service experience/training, preferably within Capital BlueCross or other insurance carrier.
  • Must possess a PA State Pennsylvania Producer license OR obtain within 90 days of hire AND must obtain sufficient continuing education credits to maintain the license.
  • You may be responsible for the care, supervision, guidance, or control of children or otherwise have routine interaction with children. Therefore, in accordance with Pennsylvania’s Child Protective Services Law, you must undergo and obtain clearances through comprehensive and regularly updated criminal and child abuse background checks.

Nice To Haves

  • Prefer experience in the insurance industry, physician’s office, hospital or other position in the health care industry.
  • Prefer experience in store/retail environment.
  • Experience with financial products or services.
  • Prefer experience with Facets claim processing system as well as online files for determining enrollment, billing, and benefits.
  • Prefer bilingual skills (Spanish).

Responsibilities

  • Provide consultative sales and service experience for customers seeking health and ancillary insurance products and information
  • Provide a customer friendly service experience for customers with questions or issues related to health care, health insurance (benefits, claims, premium payments, and enrollment) or other related topics
  • Educate customers on using online tools and resources to manage their health care and health care costs most effectively and support other store activities, special projects and assignments, as needed
  • Assist in the training and on-boarding of new employees.

Benefits

  • Medical, Dental & Vision coverage
  • Retirement Plan
  • generous time off including Paid Time Off, Holidays, and Volunteer time off
  • Incentive Plan
  • Tuition Reimbursement
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