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Sales Associate

ECLARO

Pleasant Hill, CA

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JOB DETAILS
SKILLS
Billing, Brokerage, Communication Skills, Computer Skills, Consulting, Cross-Selling, Customer Relations, Customer Support/Service, Data Entry, Dental Insurance, Diversity, Documentation, Fax Machines, Follow Through, Genetics, Insurance, Interpersonal Skills, Microsoft Excel, Microsoft Word, Multitasking, Organizational Skills, Presentation/Verbal Skills, Regulatory Compliance, Sales, Telephone Skills, Vision Plan, Writing Skills
LOCATION
Pleasant Hill, CA
POSTED
Today
Sales Associate
Job Number: 26-01186

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. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Position Overview:
  • 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.
  • This will require a licensed individual with working knowledge of current insurance plans, new options, and enrollment processes.
  • Client agents are advisors and do their best to help members select a plan that meets the client's needs.

Responsibilities:
  • Inbound / Outbound sales calls, quoting, and follow up calls.
  • Customer Service - Providing information about plan options, benefits, enrollment, billing, etc.
  • Create and update contact records.
  • Maintain knowledge of plan benefits, eligibility, enrollment and billing processes.
  • Maintain standard for confidentiality and privacy.

Qualifications:
  • Excellent computer skills: MS Word, Excel, Goldmine, Smart Track, and Internet.
  • Strong organizational skills, follow-through, and ability to multi-task.
  • Use multi-line telephone system and fax machine.
  • Strong interpersonal skills.
  • Excellent communication skills, both oral and written.
  • Must be attentive to time sensitive duties.
  • Must have CA Life & Health License.

If hired, you will enjoy the following ECLARO Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact:
Maria Navarro
maria.navarro@eclaro.com
513-725-0112
Maria Navarro | LinkedIn

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.

About the Company

E

ECLARO

Eclaro is a Business and Technology Consulting Firm that connects top talent with opportunities nationwide. We have direct access to Hiring Managers from leading Fortune 1000 organizations in almost every industry segment, with particular expertise in:

• Technology and Business Consulting
• Financial Services and Insurance
• Pharmaceuticals and Life Sciences
• Consumer Products, Public Sector, and Utilities

Eclaro provides fully customizable, comprehensive talent acquisition and management of seasoned professionals through a number of business models, including:

• Consulting
• Professional Hiring
• Global Integrated Delivery™
• Managed Services

Eclaro recruits and manages a staff of highly skilled individuals in an array of specialized disciplines enabling our clients to leverage new opportunities, respond to increased and changing demands, and increase their profitability.

Eclaro’s Management Team averages over 25 years of experience in partnering with clients in technical, corporate operations and human capital solutions. We hold ISO 9001:2008 certification and have achieved SOC 2 Type 2 certification in Security, Availability and Confidentiality. Eclaro’s decades of expertise and collaborative practice have proven that The Right People are The Answer.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1999
WEBSITE
http://www.eclaroit.com

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