Ancillary Benefits Advisor

Purpose

Ancillary Benefit Advisors are responsible for phone sales, following up on prospects and assisting with enrollment forms.

Essential Job Functions

• Sourcing new sales opportunities and establishing leads through outbound calls, emails and follow up.
• Develop sales opportunities by researching and identifying potential sales, soliciting new leads and building relations.
• Understand and maintain awareness of customer needs, qualifications and requirements.
• Assess competitors by analyzing and summarizing competitor benefits then identifying sales opportunities.
• Route customers to the appropriate departments for further development and resolution.
• Educate family members and guardians on the benefits available to those residing at the facilities we service.
• Handle customer inquiries promptly and effectively in a fast-paced, team-oriented environment.
• Maintains and improves quality results by following standards; recommending improved policies and procedures.
• Maintains equipment and systems by troubleshooting, reporting and tracking problems.
• Travel up to 25% of the time.
• Completes pre-calls to responsible parties for nursing home residents to inform them of the benefit programs.
• Follow up to make sure prospects have received materials sent to them.
• Assist with enrollment forms when needed and answer any questions from prospects.
• Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
• Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times.
• Reacts positively to change and performs other duties as assigned.

Minimum Qualifications

• BA/BS degree or equivalent work experience preferred; High school diploma required.
• 2+ years of inside sales experience (phone sales preferred).
• Accident and Health Insurance License preferred, but not required.
• Proven inside sales experience preferred with established track record of over-achieving quotas.
• Strong phone presence and experience making multiple calls per day.
• High attention to detail.
• Excellent verbal, written and listening communication skills.
• Able to multi-task, prioritize and manage time effectively.
• Strong computer skills required.
• Familiar with Salesforce or similar CRM.
• Demonstrated success with health insurance sales.