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Job Description
The Renewal Specialist is responsible for maintaining the relationship with our existing small business cliental. The renewal specialist responsibility is to conduct a needs analysis with the groups’ admin to identify if the current plan is meeting their needs or find a new plan is necessary.
Responsibilities:
- Shop for Groups at time of renewal to review optional plans and benefits.
- Retain Groups on eHealth’s book of business by reviewing current plan to ensure coverage needs are met or re-shopping to find the best plan.
- Maintain and develop client relationships.
- Resolve billing and customer service issues in a timely basis.
- Increase the revenue opportunities within assigned book of business by adding and cross selling ancillary products: Dental, Vision, Life, Disability, and Accident policies.
- Handle inbound and outbound dialers to get in contact with groups up for renewal
Requirements:
- Licensed Life/Health Agent
- Minimum of 2 years experience in customer service
- Previous experience in the insurance industry
Preferred qualifications:
- In depth knowledge of Microsoft Word and Excel
- Excellent written and verbal communication skills
- Ability to diffuse upset customers
- Ability to communicate to peers and management clearly and in a timely manner
- Willingness to go the extra mile to support the team and customer
- Strong and engaging personality that customers will appreciate and respond to
- Exemplary high standards of honesty, integrity and endeavor
- Outstanding organization and time management skills
- Ability to make deadlines in a fast-paced environment
- Possesses a high sense of urgency and a high level of enthusiasm
- Ability to multitask and re-prioritize tasks
- Excellent teamwork
- Excellent attendance and reliability
- Proven sales ability enabling retention
eHealth is an Equal Employment Opportunity employer. It is our policy to provide equal opportunity to all employees and applicants and to prohibit any discrimination because of race, color, religion, sex, national origin, age, marital status, sexual orientation, genetic information, disability, protected veteran status, or any other consideration made unlawful by applicable federal, state or local laws. The foundation of these policies is our commitment to treat everyone fairly and equally and to have a bias-free work environment.
If you are interested in applying for employment with eHealth and need special assistance or an accommodation to apply for a posted position contact us at:
accommodations@ehealthinsurance.com
.
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