portal resources jobs companies w warner pacific insurance ancillary sales specialist-remote position-ca

Ancillary Sales Specialist-remote Position-ca 🔥


The Ancillary Sales Specialist is responsible for achieving sales goals through the acquisition of Small Group customer contracts using effective telesales techniques to engage and support insurance brokers. Under minimal supervision and working alongside assigned Sales Consultants. The Ancillary Sales Consultant's primary duties may include, but are not limited to: maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Ancillary product lines, including dental, life, vision, and disability. Prospect inactive brokers to find new sales opportunities. Provide product and technology training for brokers and brokerage staff. Make outbound sales calls and follow-up calls to active brokers and potential brokers. Handle inbound sales calls and product support inquiries written and verbal from brokers. Using detailed knowledge of the Ancillary portfolio at Warner Pacific provide consultation for brokers and Sales Consultants to solve the needs of their customers. The Ancillary Sales Specialist makes independent decisions while working with Sales Consultants within underwriting guidelines and procedures relative to new business as well as modifications to existing business.

Overview of Responsibilities

  • Contact new and existing brokers to discuss their needs, and to explain how these needs could be met by specific products and services
  • Explain products or services and prices, and answer questions from brokers.
  • Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations
  • Develop constructive and cooperative working relationships with sales consultant and brokers, and maintain them over time
  • Provide training and support to brokers as needed
  • Receive initial RFPs and, in conjunction with brokers, evaluate all quoting options and collect missing RFP information
  • Submit completed RFPs to Rating Analysts for quoting
  • Demonstrate solid understanding of market factors, carriers, plans, benefits and guidelines in the California group insurance landscape
  • Provide carrier/plan consultative services for brokers to assist with new purchasing decisions
  • Conduct timely follow up on issues in progress
  • Make note of potential workflow enhancements and communicate to supervisor for consideration
  • Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers
  • Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance
  • Ability to identify and maintain the most efficient process to reach required outcome
  • Support broker with renewals as needed
  • Other activities as assigned

Additional Skills and Requirements

  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred
  • 3-5 years of health care/medical sales/service experience
  • Valid California life/health insurance license
  • Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques
  • Knowledge of principles and processes for providing customer services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
  • Ability to self-start and think/act independently and in concert with co-workers, management and customers.
  • Exceptional interpersonal skills
  • Exceptional written and oral communication, as well as presentation, skills.
  • Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners
  • Demonstrated ability to effectively negotiate
  • Demonstrated ability to think and act independently and to consider all available avenues to obtain desired results for customers
  • Demonstrated ability to remain calm in pressure situations
  • Demonstrated ability to multi-task effectively
  • Attention to detail is a must
  • Computer literacy with proficiency in the Microsoft Office suite
  • Ability to create effective slides and present in PowerPoint and Keynote preferred
  • Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull

Let us send you new openings similar to Ancillary Sales Specialist-remote Position-ca straight to your Inbox. Weekly or Daily. 7-day free trial 💌

The ability to work remotely increases employee happiness by 20 percent.