Customer Service and Sales Representative

Description Performance

• Meet established marketing plan goals, and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities.
• Perform quick and efficient transaction fulfillment of telephone calls or email from prospective or current HMSA employer groups and members.
• Proactively promote HMSA and USAble product options and meet established HMSA and USAble sales goals.
• Protect HMSA's market share through the successful renewal and retention of assigned accounts.
• Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing.
• Prepare proposals for new small group, new individual plans, Medicare plans, plan upgrades, and additions and modifications to existing plans.
• Support phone inquiries for senior plan sales during annual enrollment period.
• Meet goals, sales and retention quotas, and minimum activity standards.
• Performs all other miscellaneous responsibilities and duties as assigned or directed.

• Serve as the "face of HMSA" to provide HMSA products and servicing to our small business, individual plan, and Medicare plan customers.
• Coordinate problem solving associated with group and member inquiries.
• Manage internal and external customer relationships to ensure that employer/member product and servicing needs are identified and addressed.
• Expand relationships with groups through the sale of new products.
• All employees are assigned to health, and product fairs and public service events throughout the year, to represent HMSA at public events.

• Maintain accurate records of all account activity and provide management with a weekly report on sales opportunities, proposals, jeopardy/lost accounts, sales activities, and servicing issues.

• Associates degree, or two years related work experience; or equivalent combination of education and work experience.
• Strong written and verbal communication skills
• Strong customer servicing skills.
• Strong decision-making and problem analysis skills.
• Basic working knowledge of Microsoft Office applications. Including but not limited to Word, Excel, Outlook, and PowerPoint.
• Active license with the state of Hawaii Department of Commerce and Consumer Affairs or pass all four sections of the state licensing examination within three months of hire date.
  • Having an active license to sell Health, Life and Group Insurance products in the state of Hawaii is a condition of employment.