Sales Support Specialist I- Medicare

Warner Pacific Insurance Services•Westlake Village, CA

1d•$26 - $35•Remote

About The Position

The Sales Support Specialist I is accountable for supporting the Sales Consultants in achieving business targets. Partner with Sales Consultant throughout the sales cycle to achieve new sales targets. Review new business opportunities, facilitate various sales processes, and assist in sales support. Provide high quality customer experience to internal colleagues, brokers, and carrier partners. The job further requires a working knowledge of Medicare and ACA policy, regulation and products and the guidelines for each carrier.

Requirements

Minimum of a high school diploma, GED, or equivalent; advanced education or degree preferred.
2-3 years of medical sales/service experience, Medicare preferred.
Valid California life/health insurance license preferred.
Ability to self-start and think/act independently and in concert with co-workers, management, and customers.
Exceptional interpersonal skills.
Exceptional written and oral communication, as well as presentation, skills.
Demonstrate ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners.
Demonstrate ability to effectively negotiate.
Demonstrate ability to think and act independently and to consider all available avenues to obtain desired results for customers.
Demonstrate ability to remain calm in pressure situations.
Demonstrate ability to multi-task effectively.
Attention to detail a must.
Ability to perform the majority of required work, 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed.
Must be able to work overtime and weekends during Q1 and Q4 each year and overtime as needed.
Computer literacy with proficiency in the Microsoft Office suite.
Evolving organizational skills and independent thinking
Ability to sit for extended periods of time, lift a minimum of five pounds, file, stand, bend, reach and pull.

Responsibilities

Collaborate with Sales Consultants to evaluate requests and provide strategic recommendations under direct supervision and support.
Review quotes and send to Sales Consultant for further review.
Receive customer information and research/contact appropriate parties to obtain prompt and thorough resolution to problems/issues with direction.
Attain an understanding of market factors, carriers, plans, benefits, and legislation in the Medicare /ACA insurance landscape.
Learn and observe how to work alongside other WP core state support team members.
Ability to research carriers, plans, rates, and networks.
Ability to identify potential sales opportunities and connect with broker and Sales Consultant with oversight.
Demonstrate ability to navigate and properly use the Company’s website and proprietary tools. Remain current on internal products, technology, and services.
Demonstrate ability to think and act independently and to consider all available avenues to obtain desired results for customers.
Conduct all business activities with a sales acumen and a goal of providing only the soundest guidance to Sales Consultant and agents.
Conduct timely follow up on issues in progress.
Must have the ability to work responsibly and independently from home.
Ability to self-start and think/act independently and in concert with co-workers, management, and customers.
Act in conjunction with SC as liaison with various Warner departments.
May need to follow up with broker for timely submission of additional information.
Regularly update and maintain all applicable records within Salesforce, GAIT or other systems as needed.
Assist Sales Executive and brokers/customers with pre/post-sales support and account implementation with oversight.
May send enrollment materials and appropriate forms to broker/customer and review for completeness.
Respond in a timely manner to all internal departments and outside customers to demonstrate value and build commitment to Warner Pacific.
Close all loops of communication between internal departments and outside customers.
Develop relationships with brokers and their support staff.
Participate in external and industry related events.
Identify any process improvements.
Stay abreast of carrier products and competitive landscape.
Provide back up in other areas within the department as needed/requested.
Any other duties, projects, or tasked as required or asked of by leadership.
Treat all employees and customers fairly and with respect. Consistently communicate with other employees and customers in a dignified, positive fashion in order to encourage and achieve maximum performance results.
Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment, and discrimination prevention.
Embrace change with a positive attitude and motivate others in the department to do the same.
Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance.
Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist.
Maintain and foster positive, open communication channels with all coworkers and customers.
Complete assignments as assigned and on time, unless otherwise agreed to
Independently seek out additional work from current or other departments as time permits
Positively participate in other projects/activities as assigned.