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.
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.
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.
Other Duties/Functions
Performs all other miscellaneous responsibilities and duties as assigned or directed.
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