Outbound Sales Salesperson
Eclaro
Sales Associate
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. 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.
Client agents are advisors and do their best to help members select a plan that meets the client's needs.
Inbound / Outbound sales calls, quoting, and follow up calls.
Customer Service - Providing information about plan options, benefits, enrollment, billing, etc.
Maintain knowledge of plan benefits, eligibility, enrollment and billing processes.
Excellent computer skills: MS Word, Excel, Goldmine, Smart Track, and Internet.
Use multi-line telephone system and fax machine.
401k Retirement Savings Plan administered by Merrill Lynch
~ Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
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.
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