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Broker Service Representative

Company: Carroll Enterprises, Inc.
Location: Worcester
Posted on: January 17, 2020

Job Description:

The Broker Service Representative position will support external brokers and their clients, promote broker sales, and assist in marketing to our broker community. This position requires top notch customer service skills, in depth knowledge of health insurance products, and an ability to problem solve during case management and submission. Broker Service Representative Position Responsibilities:

  • Establish, develop and maintain broker relationships with current and prospective brokers
  • Recruit new brokers via lead generation and lead followup
  • Fielding inbound broker support calls and broker emails
  • Assist brokers by generating reports
  • Maintain understanding of offered health, dental, and other ancillary products including eligibility and reporting rules
  • Assist in broker retention
  • Provide timely and accurate response to broker questions as they arise
  • Participate in broker webinars and seminars
  • Process new broker cases
  • Followup with brokers to confirm they maintain their credentialing documentation
  • Consult with customers regarding health insurance optionsQualifications/Education/Experience/Skills/Abilities:
    • 2 year college degree or equivalent, and/or 2+ years experience in sales or service, preferably in a health insurance or carrier/agency setting
    • Strong customer and interpersonal skills, including written and oral communication and phone presentation
    • Experience with a CRM; preferably Microsoft Dynamics CRM
    • Must have and be able to maintain a MA resident state health insurance license
    • Must be results-orientated and goal drive PM17 PI116935973

Keywords: Carroll Enterprises, Inc., Worcester , Broker Service Representative, Sales , Worcester, Massachusetts

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