Role overview

Qualifications

Excellent computer skills: MS Word, Excel, Goldmine, Smart Track, and Internet.
Strong organizational skills, follow-through, and ability to multi-task.
Strong interpersonal skills.
Must have CA Life Health License.

Responsibilities

Inbound / Outbound sales calls, quoting, and follow up calls.
Customer Service - Providing information about plan options, benefits, enrollment, billing, etc.
Create and update contact records.
Maintain knowledge of plan benefits, eligibility, enrollment and billing processes.

Key facts

Remote from: California (USA)
Full time
Sales Assistant (Institutional Sales and Trading)
English

Hard skills

Insurance Law Data Entry TrackWise

Other skills

Sales
Customer Service
Microsoft Word
Microsoft Excel
Client Confidentiality
Time Management
Organizational Skills
Social Skills
Communication

About the company

Eclaro

Human Resources Services

Eclaro is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines. We deliver best-in-class talent solutions through strategic staffing, custom outsourcing & offshoring, and permanent placement for global clients ranging from innovative start-ups to Fortune 50 companies. Every client experience is bespoke, never one size fits all. Our passion is building long-term relationships, collaborating on creative solutions and solving unique challenges by providing the right people with the right expertise for every business. Giving back to our communities, supporting our employees and serving our clients are the inspiration for our philosophy: the Right People are the Answer. Strategic Staffing and Permanent Placement: Eclaro recruits and manages highly skilled technical and business professionals, allowing our clients to supplement their internal capabilities and staff. We offer recruiting for permanent placement as well as retained search of professionals and executives, delivering a superior selection of candidates to meet client needs. Custom Outsourcing & Offshoring: Through our four global delivery centers in Metro Manila in the Philippines, Eclaro provides dedicated IT and business professionals for myriad industries. Our customized engagement model enables our clients to boost productivity with superior talent and lower costs while maintaining operational control. Honors & Awards Include: Best of Staffing Talent and Client - 2022 (ClearlyRated) Global Impact Sourcing Award - 2021 (IAOP and Rockefeller Foundation) 2022 Global Outsourcing 100 List (IAOP and FORTUNE) Top 10 BPO (Outsource Accelerator) For more information, visit eclaro.com and find out why the Right People are the Answer. Interested in joining our incredible team? Eclaro's current openings can be found at eclaro.com.

Company details

Company typeLarge

IndustryHuman Resources Services

Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

Sales Associate
Job Number: 26-01186

Be part of the Financial Services Industry. ECLARO is looking for a Sales Associate for our client in Pleasant Hill, CA.

ECLARO’s client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Position Overview:

This position will be primarily responsible for Sales and Customer Service requests for Group Association Plans, Individual and Family Plans, and Covered California plans.
Essential duties will include interacting with customers and providing quotes and information in response to inquiries about products and services.
Duties also include but are not limited to answering incoming calls, making outbound calls to clients and prospects, quoting, client / prospect communication documentation, data entry, and cross selling.
The Sales Associate will assist a large number of current clients and prospects with selecting new plans during the 2027 Open Enrollment.
This will require a licensed individual with working knowledge of current insurance plans, new options, and enrollment processes.
Client agents are advisors and do their best to help members select a plan that meets the client's needs.

Responsibilities:

Inbound / Outbound sales calls, quoting, and follow up calls.
Customer Service - Providing information about plan options, benefits, enrollment, billing, etc.
Create and update contact records.
Maintain knowledge of plan benefits, eligibility, enrollment and billing processes.
Maintain standard for confidentiality and privacy.

Qualifications:

Excellent computer skills: MS Word, Excel, Goldmine, Smart Track, and Internet.
Strong organizational skills, follow-through, and ability to multi-task.
Use multi-line telephone system and fax machine.
Strong interpersonal skills.
Excellent communication skills, both oral and written.
Must be attentive to time sensitive duties.
Must have CA Life & Health License.

If hired, you will enjoy the following ECLARO Benefits:

401k Retirement Savings Plan administered by Merrill Lynch
Commuter Check Pretax Commuter Benefits
Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact:
Maria Navarro
maria.navarro@eclaro.com
513-725-0112
Maria Navarro | LinkedIn

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.