Health Insurance Specialist

Key Responsibilities: Lead Generation & Prospecting: Identify and reach out to potential clients through outbound calls, online platforms, and other channels. Engage with prospects to qualify them for medical insurance services. Insurance Product Knowledge: Present and explain a wide range of medical insurance plans and services to prospective clients. Educate clients about available coverage options, benefits, and the value of our offerings. Sales Presentations: Conduct one-on-one consultations with prospects, either over the phone or virtually, tailoring presentations to client needs and explaining how our insurance products can meet those needs. Relationship Building: Develop strong relationships with prospects and clients, providing ongoing support and exceptional customer service. Build trust and ensure client satisfaction for long-term partnerships. Close Sales & Achieve Targets: Manage the full sales cycle from lead qualification to closing the deal. Meet and exceed monthly and quarterly sales targets, contributing to both individual and team goals. CRM Management: Maintain detailed records of all client interactions, sales activities, and potential leads within our CRM system. Ensure timely follow-up and accurate tracking of sales progress. Problem-Solving & Objection Handling: Address client concerns and objections, offering tailored solutions that align with their needs. Work collaboratively with clients to overcome any challenges and close the sale. Compliance & Documentation: Ensure all sales activities comply with legal, regulatory, and company standards. Maintain accurate documentation of all customer information, applications, and transactions. Team Collaboration: Work closely with internal teams, including marketing and customer service, to align sales strategies and ensure a seamless client experience from start to finish. Qualifications: Education: High School Diploma or equivalent required. Bachelor’s degree in Business, Marketing, Healthcare, or related field preferred. Experience: Proven sales experience, preferably in insurance or healthcare services. Medical insurance sales experience is a plus. Skills: Strong communication, negotiation, and closing abilities. Exceptional presentation skills and the ability to explain complex insurance products in an easy-to-understand manner. Knowledge: Familiarity with medical insurance products, coverage options, and healthcare terminology is a plus. Technology: Proficiency with CRM software, Microsoft Office Suite (Word, Excel, Outlook), and other sales-related tools. Work Ethic: Ability to work independently, manage time effectively, and stay motivated throughout the night shift. Show more Show less