Jacksonville, FL
Other Area(s)
Contract
Title: Telesales Engagement Agent
Location: Onsite - FL
Job Summary
The Telesales Engagement Agent for Commercial U65 is an entry-level sales and engagement role focused on member engagement campaigns and selling health and ancillary products through inbound and outbound calls.
The Telesales Engagement Agent is responsible for communicating specific messaging on various engagement campaigns throughout the year. As directed, the agent may also engage in sales by reaching decision-makers, completing needs analyses, and converting prospects into members.
This position requires using multiple systems to analyze customer records and submitting accurate data through the Customer Relationship Management (CRM) tool. The role also focuses on managing lead lists and matching leads with appropriate products.
The essential functions listed represent the major duties of this role. Additional duties may be assigned.
Key Responsibilities
Engagement
Other Area(s)
Contract
Title: Telesales Engagement Agent
Location: Onsite - FL
Job Summary
The Telesales Engagement Agent for Commercial U65 is an entry-level sales and engagement role focused on member engagement campaigns and selling health and ancillary products through inbound and outbound calls.
The Telesales Engagement Agent is responsible for communicating specific messaging on various engagement campaigns throughout the year. As directed, the agent may also engage in sales by reaching decision-makers, completing needs analyses, and converting prospects into members.
This position requires using multiple systems to analyze customer records and submitting accurate data through the Customer Relationship Management (CRM) tool. The role also focuses on managing lead lists and matching leads with appropriate products.
The essential functions listed represent the major duties of this role. Additional duties may be assigned.
Key Responsibilities
Engagement
- Facilitate member outreach on specified engagement campaigns throughout the year through inbound and outbound calling, accurately documenting call outcomes in the CRM.
- Drive member engagement by educating members on plan-specific benefits, encouraging plan utilization, and ensuring members pay premiums on time.
- Work outbound campaigns using manual lists provided by management or through the automated telephonic system.
- Answer questions and make changes to existing policies as needed.
- Deliver a best-in-class customer experience and ensure ongoing satisfaction and customer retention.
- Encourage member contact by offering scheduled callbacks as necessary.
- Demonstrate professionalism through clear, effective, and actionable communication, including verbal, written, and listening skills.