Customer Service and Sales Representative - Honolulu, United States - HMSA

Description

1. 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.
2. Relationships
   • 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.
3. Administrative
   • 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.
4. Other Duties/Functions
   • Performs all other miscellaneous responsibilities and duties as assigned or directed.