Customer Service and Sales Representative

• 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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