Job Details

Under the direct supervision of the Health Plan Administrator, this role is responsible for developing customer relationships to promote the SelectCare health insurance product, supporting the implementation of a comprehensive sales and marketing plan for new accounts and providing consistent service to members. 

Responsibilities

• Prospects market and professional networks to obtain sales leads and makes contact to establish dialogue for sales opportunities
• Acquires information for use in developing a competitive proposal
• Meets established quota of sales and service calls per day
• Develops effective working relationships with key management of all accounts
• Prepares and delivers presentations to employees of accounts
• Explains benefits to current and new members
• Handles customer complaints and directs concerns to appropriate department for resolution
• Provides consistent servicing to established accounts on a monthly basis
• Keeps informed of industry news and trends, competitors, and relevant information
• Creates and maintains sales forecasting reports
• Coordinates and manages the preparation and retention of account contracts
• Coordinates and manages the transmittals of required forms and supporting documentation
• Coordinates billing and reconciliation activities between accounts and group administration
• Provides guidance to assist members seeking coverage on or off island
• Assists with resolving unpaid claims for members and providers; communicates with members on resolution 
• Maintains consistent servicing of existing accounts on a monthly basis
• Manages the renewal of accounts
• Prepares and submits weekly calendars, activity reports and other reports as requested by managers
• Documents account activities, generate reports, and keep records of business transactions with customer and suppliers
• Attends trade shows, conferences and exhibits to promote products or to learn about industry developments 
• Performs other related duties as assigned

Position Requirements

• Bachelor`s Degree in Business, Marking or related field, preferred; or equivalent experience in Sales and Marketing and/or Account Management
• Must be able to obtain appropriate insurance license within 3 months of employment
• Excellent communication and interpersonal skills; must be able to speak in front of groups
• Excellent time management skills with a results-driven work ethic
• Strong sales and negotiation skills
• Ability to work independently and as part of a team in a fast-paced environment
• Proficiency in using MS Word, MS Excel, Power Point 

Calvo`s Insurance Underwriters, Inc. is an Affirmative Action and Equal Opportunity Employer.