Licensed Insurance Sales Agent- BPO at Trucordia — Harleysville, PA

Duties and Responsibilities:

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
• Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
• Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
• Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
• Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.
• Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry
• Passion for helping others and a commitment to excellent customer service.
• Strong verbal communication skills, with the ability to convey complex information clearly and effectively.
• Build rapport with clients, understanding their needs and providing tailored solutions.
• Stay updated on Medicare products, services, and industry trends.
• Proficient in Microsoft Windows environment and multiple CRM software systems.
• Self-motivated with a powerful desire to succeed and achieve high performance.
• Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail.
• Flexibility to adjust strategies based on client needs and feedback.
• Valid Resident State Health Insurance (Required)
• Continuing Education (CEs) are up to date (Required)
• High School Diploma or GED

Preferred qualifications include:

• 1 year Sales Experience
• 1 year Medicare Advantage
• 1 year outbound dialing

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K