Sales Specialist I, II, III or IV DOE

Primary Job Purpose

Remote within: Oregon, Washington, Idaho & Utah

Provides entry level support for new and retention Sales staff by providing quotes to prospective clients and assist in maintaining current clients. Provides information, education and assistance to potential or pending policyholders, employers, and producers regarding our insurance plans.

Sales Specialist II and III provides more support to new and retention Sales staff in providing quotes to prospective clients and assist in maintaining current clients. Independently resolves and provide information, education and assistance to potential or pending policyholders, employers, and Producers regarding our insurance plans. Typically works in small and mid size groups, or in training for less complex 101+ (large) groups.

Sales Specialist IV provides an advanced level of support to new and retention sales staff in providing quotes to prospective clients and assist in maintaining current clients. Independently resolves and provide information, education and assistance to potential or pending policyholders, employers, and Producers regarding our insurance plans. Typically works on the less complex 101+ (large) groups

Minimum Requirements

Competencies and Knowledge:

• Demonstrated ability to use MS Office products and other corporate software as required
• Strong oral, written and interpersonal skills including courteous telephone etiquette
• Ability to interpret policies and procedures and communicate effectively
• Demonstrates excellent customer service skills (empathizes with customers, asks effective questions, seeks to satisfy).
• Demonstrated ability to set priorities and strong attention to detail in a rapidly changing environment.
• Demonstrates the ability to work effectively on teams to accomplish group objectives.

Additional Minimum Requirements for level II

Knowledge of health insurance, including sales processes, terminology, operational flow and data requirements.

Additional Minimum Requirements for level III

Ability to negotiate and resolve complex and sensitive issues and resolving Group or Member issues with diplomacy and persuasiveness

Ability to work under pressure, availability to travel and work extended shifts as necessary.

Comprehensive knowledge of health insurance, including sales processes, terminology, operational flow and data requirements.

Additional Minimum Requirements for level IV

Demonstrated experience in report preparation, ability to analyze and review statistical data and write concise relevant communications.

Demonstrated analytical ability to identify problems, develop solutions and implement a chosen course of action.

Normally to be proficient in the competencies listed above:

Sales Specialist I would have a High School diploma or GED and 1 year of experience in customer service or equivalent combination of education and work experience.

Sales Specialist II would have a High School diploma or GED and 2 years of experience in customer service or equivalent combination of education and work experience.

Sales Specialist III would have an Associate's Degree and 3-5 years of experience in customer service or equivalent combination of education and work experience.

Sales Specialist IV would have an Associate's Degree and 5-7 years of experience in health care administration or equivalent combination of education and work experience.

Required Licenses, Certifications, Registration, Etc.

Producer Health and Life License required within 45 days of date of hire. This is 45 days for Health and 45 days for Life License. Prior to receiving a license, staff are not allowed to engage in independent decision making support of solicitation or selling activities.

General Functions and Outcomes

• Communicate with a variety of external and internal customers regarding benefits, eligibility, and other information.
• Quickly and accurately assess inquiries in order to understand the customers needs.
• Identify issues promptly and determine corrective steps to resolve.
• Document customer inquiries and actions on tracking system.
• Review documentation or correspondence for completeness. Acquire missing information following established policies and procedures.
• Data entry of customer information
• Explain benefits, rules of eligibility, and grievance/appeal procedures to internal and external customers, to ensure understanding.
• Manage emails, & appropriate work production ques, calls and correspondence on a daily basis and prioritize follow-through.
• May generate written correspondence and process document requests.
• Maintain files/records of constantly changing customer information.
• Assist in all internal aspects of sales and renewal process that do not involve independent, direct solicitation or decisions of quote, new or renewal activity.

Additional General Functions & Outcomes for level II

Apply knowledge and experience to answer a variety of increasingly complex inquiries.

Monitor status of sales to assure timely delivery.

Performs detailed research and problem solving to assist both internal and external customers.

Assist in all internal aspects of sales and renewal process.

Additional General Functions & Outcomes for level III

Apply knowledge and experience to answer a variety of increasingly complex inquiries.

Identify issues promptly and independently take corrective steps to resolve

Perform detailed research and problem solving for increasingly complex issues to assist both internal and external customers.

Additional General Functions & Outcomes for level IV

Apply knowledge and experience to answer a variety of increasingly complex inquiries.

May assist sales with health and benefit fairs.

Interacts, coordinates and communicates with, internal and external customers such as clients, agents, government officials and outside consultants in order to ensure effective use of systems and processes and ensure coordination of activities for efficient implementation.

Perform detailed research and problem solving for the more complex issues to assist both internal and external customers.

Work Environment

• Work primarily performed in a remote work environment with the option to work in office
• May be required to work overtime and/or work outside of normal work hours
• Travel may be required, locally or out of state

This position includes 401(k), healthcare, paid time off, paid holidays, and more. For more information, please visit www.cambiahealth.com/careers/total-rewards.

We are an Equal Opportunity and Affirmative Action employer dedicated to workforce diversity and a drug and tobacco-free workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other status protected by law. A background check is required.

If you need accommodation for any part of the application process because of a medical condition or disability, please email [email protected]. Information about how Cambia Health Solutions collects, uses, and discloses information is available in our Privacy Policy. As a health care company, we are committed to the health of our communities and employees during the COVID-19 pandemic. Please review the policy on our Careers site.