Individual Sales and Retention Representative

Job Summary

Provide excellent customer service to individual members. Build and maintain strong relationships with members to ensure ongoing retention. Support other team staff to maintain and grow membership and sales in new and existing markets.

Essential Functions

• Individual member retention. Manage all aspects of the identified individual membership. This population requires benefit consulting, relationship building, problem solving, data analysis and solution implementation.
• Ongoing efforts to maintain retention through outbound campaign initiatives to retain most profitable members.
• Retain and increase membership, in addition to improving service to members and agents.
• Identify opportunities to sell new products, services and replace other carriers/service providers.
• Generates and acts upon leads for new sales and the sales of replacement and add-on products. Initiates telephonic follow-up and/or outreach.
• Provides sales and service to customers for health and ancillary insurance products (this interaction with the customer will be by telephone, and via email inquiries).
• Analyzes prospective customer needs and matches to appropriate product to contribute to continued profitability margins of the corporation.
• Represent interest of and perspective of the individual population in team meetings and planning sessions.
• Strategize issues and opportunities with other staff to incorporate member perspective in Priority Health and Corewell Health's goals and objectives.
• Participate in other internal committees to help achieve company and membership goals where appropriate.
• Meet with teams internally to discuss growth and develop plans for retention strategies.
• Meetings for ongoing collaboration efforts as needed.
• Attend continuing education classes to maintain active Life and Health agent licenses.
• Attend diversity and inclusion to maximum communication efforts with current and prospective members.
• Maintain and ensure all levels of compliance.
• Member outreach for collection payments: focus on collection of premiums at point of sale however ongoing member communication for continued collection is a priority.
• Analyzes prospective customer needs and matches to appropriate product to contribute to continued to profitability margins of the corporation.
• Presents and explains various recommended products, benefits, features, and alternatives to the customer.
• Explains company sales, application requirements, and enrollment processes to set realistic customer expectations.
• Contribute to start rating through ongoing member communication and feedback
• Implement measures to change member behavior. This involves forward thinking and idea creation.
• De-escalate situations involving dissatisfied customers by offering assistance and support.
• Product innovation and development.

Qualifications

Required

• 2 years of relevant experience
• LIC-Health Agent License - STATE_MI State of Michigan

Preferred

• Bachelor's Degree in a related field
• Knowledge of healthcare industry.

About Corewell Health

As a team member at Corewell Health, you will play an essential role in delivering personalized health care to our patients, members and our communities. We are committed to cultivating and investing in YOU. Our top-notch teams are comprised of collaborators, leaders and innovators that continue to build on one shared mission statement - to improve health, instill humanity and inspire hope. Join a nationally recognized health system with an ambitious vision of continued advancement and excellence.

How Corewell Health Cares For You

• Comprehensive benefits package to meet your financial, health, and work/life balance goals.
• On-demand pay program powered by Payactiv
• Discounts directory with deals on the things that matter to you, like restaurants, phone plans, spas, and more!
• Optional identity theft protection, home and auto insurance
• Traditional and Roth retirement options with service contribution and match savings
• Eligibility for benefits is determined by employment type and status

Primary Location

SITE - Priority Health - 1239 E Beltline Ave NE - Grand Rapids

Department Name

Consumer Market Agent Sales East - PH Managed Benefits

Employment Type

Full time

Shift

Day (United States of America)

Weekly Scheduled Hours

40

Hours of Work

8:00 a.m. to 8 p.m. Variable

Days Worked

Monday to Friday

Weekend Frequency

Variable weekends

Corewell Health is committed to providing a safe environment for our team members, patients, visitors, and community. We require a drug-free workplace and require team members to comply with the MMR, Varicella, Tdap, and Influenza vaccine requirement if in an on-site or hybrid workplace category. We are committed to supporting prospective team members who require reasonable accommodations to participate in the job application process, to perform the essential functions of a job, or to enjoy equal benefits and privileges of employment due to a disability, pregnancy, or sincerely held religious belief.

Corewell Health grants equal employment opportunity to all qualified persons without regard to race, color, national origin, sex, disability, age, religion, genetic information, marital status, height, weight, gender, pregnancy, sexual orientation, gender identity or expression, veteran status, or any other legally protected category.

An interconnected, collaborative culture where all are encouraged to bring their whole selves to work, is vital to the health of our organization. As a health system, we advocate for equity as we care for our patients, our communities, and each other. From workshops that develop cultural intelligence, to our inclusion resource groups for people to find community and empowerment at work, we are dedicated to ongoing resources that advance our values of diversity, equity, and inclusion in all that we do. We invite those that share in our commitment to join our team.

You may request assistance in completing the application process by calling View phone number on click.appcast.io.