Sales Support Specialist

Qualifications

• High School or equivalent degree required; Bachelors’ degree preferred, and one to two years of prior experience in health benefits or insurance agency environment, with employee benefits products background and knowledge preferred.
• Strong organizational, written and verbal communication skills.
• Ability to present features and benefits of small group health benefits with a high degree of confidence and credibility
• Comprehensive understanding of the small group insurance marketplace.
• Proficient in end-user computer software applications e.g. calendar, presentation, spreadsheet and word processing.   
• Prior experience using an insurance data tracking software, mainly Salesforce.
• Prior experience working in a team environment required.
• Prior experience working in a sales and/or customer contact environment preferred.
• Bilingual is a plus.
• Active Accident and Health license or able to obtain within 90 days of employment.

Duties And Responsibilities

• Achieve new member sales and member retention targets in his/her assigned region.
• Qualify direct employer sales opportunities for employers who prefer to self-enroll into employer direct portal from leads generated from CCSB marketing campaigns
• Develop strategies to cultivate Small Business sales opportunities (leads) that drive small business membership growth goals from employer direct sales.
• Actively work with Certified Insurance Agents to developed strategic sales presentations that position CCSB plans as the competitive solution for their group benefits clients.
• Review Agent and direct case submissions for completeness prior to delivery to the Eligibility team.
• Maintain a minimum of 100 outbound Cold Calls per week to develop agent generated quotes and sales opportunities.
• Discuss and document future CCSB sales opportunities as a means to develop a sales pipeline.
• Manage tasks and work independently to attain sales goals.
• Occasionally attend offsite sales related events and meetings.

• Utilize customer relationship management (CRM) tools to identify Agents that represent potential CCSB producers.
• Participate in the data analytics for PCMI’s CCSB team and assists in validating and continuous updating of workflow documentation with management.
• Facilitate the timely and accurate input and maintenance of required information in the software applications utilized by PCMI.
• Manage documents (i.e., scanning and attaching information into Sales Management System) and the execution of requested workflows.
• Document service issue/problem, research (through system documentation and interface with all required internal PCMI departments) and determine appropriate response/solution.  Contact end user and provide the information requested or resolution to issues in a timely manner.

• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results.
• Maintain an active CA insurance Accident and Health license.
• Attend client or off-site meetings as requested by Supervisor.
• All other duties as assigned.

Physical Demands/Work Environment

The physical demands and work environment described here represent those that an employee must meet to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.