Pre-Sale Support Specialist I -No. California
14 days ago
Westlake Village
Job DescriptionWarner Pacific Pre-Sales Support Specialist I- Bilingual Spanish and EnglishNorthern California The bi-lingual Pre-Sale Support Specialist (hybrid) is accountable for supporting the Sales Consultants in achieving business targets. Partner with the Sales Consultant throughout the sales cycle. Review new business opportunities, facilitate various sales processes, and assist in pre-sales support. Provide high quality customer experience to internal colleagues, brokers, and carrier partners. This position is also responsible for holding enrollment meetings on behalf of the company and our brokers. The bi-lingual Pre-Sale Support Specialist will be required to facilitate in-person, virtual and recorded open enrollment meetings. This job requires a working knowledge of Medical, Ancillary, plans for Small Group, Large Group and Alternative Funding, TPA Services, as well as knowledge of market factors and plan/coverage options in developing the best possible recommendations for Warner Pacific Sales Consultants. The job further requires a working knowledge of health care legislation and the offering guidelines for each carrier. Completes routine tasks that is prescribed with a close degree of supervision and well-defined, specific instructions. Overview of Responsibilities Successfully complete the required basic training. Able to perform all job functions with assistance from co-workers, specialists, and managers, including but not limited to the following: • Collaborate with Sales Consultants to evaluate requests under direct supervision and support., • Review and send quotes to the Sales Consultant for further review., • Learn the sales cycle opportunities and running quote reports., • Receive customer information and research/contact appropriate parties to obtain prompt and thorough resolution to problems/issues with direction., • Attain an understanding of market factors, carriers, plans, benefits, and legislation in the California group insurance landscape., • Learn and observe how to work alongside other Warner Pacific core state support team members., • Ability to research carriers, plans, rates, and networks., • Ability to identify potential sales and sold groups and connect with both the broker and the Sales Consultant with oversight., • Demonstrate ability to navigate and properly use the Company’s website and proprietary tools., • Must be bilingual in English and Spanish in order to conduct bilingual enrollment meetings and presentations., • Conduct timely arrival and planning of enrollment meetings in person, recorded and via zoom. Observations may be conducted to ensure level of execution., • Exceptional presentation skills., • Conduct all business activities with sales acumen and a goal of providing thorough and complete information to the Sales Consultant to provide recommendations., • Conduct timely follow-up on issues in progress and close all loops of communication between internal staff and brokers., • May coordinate employee meetings with the broker, Sales Consultant, and enrollment specialists. This may include assisting with intake forms for meeting requests and PowerPoint presentations, and ordering enrollment materials., • Ability to self-start and think/act independently and in concert with co-workers, management, and brokers., • Act in conjunction with the Sales Consultant with various Warner Pacific internal departments such as Customer Service, CA Fulfillment and Underwriting as needed., • May need to follow up with the broker for timely submission of additional information., • Qualify groups reviewing the scenario, group profile, demographics, etc., in order to write the group with direction., • Regularly update and maintain all applicable records within Salesforce., • Assist Sales Consultant and brokers/customers with pre/post-sales support with oversight., • Develop relationships with brokers and their support staff., • Participate in external and industry related events., • Provide feedback on process improvements., • Stay informed of carrier products and competitive landscape., • Must be bilingual -Spanish and English, speak,read and write., • Must reside in the Northern California area., • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred., • 2-3 years of health care/medical sales/service experience, preferred., • Valid California life/health insurance license., • Ability to prioritize and organize work assignments., • Exceptional interpersonal skills- ability to foster open communication channels with internal and external customers, through conflict resolution, negotiating, listening, positive attitude with co-workers, management, and brokers to obtain desired results., • Basic Presentation skills to brokers., • Demonstrate ability to remain calm in pressure situations., • Demonstrate ability to multi-task effectively., • Attention to detail is a must., • Demonstrated experience in effective verbal and written communication., • Quick learner of key information., • Ability to take directions from multiple stakeholders., • Collaborative work style., • Must have the ability to work responsibly and independently from home., • Ability to perform the majority of required work at the designated Warner Pacific office, 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed., • Computer literacy with proficiency in the Microsoft Office suite and Zoom., • Ability to sit for extended periods of time, lift a minimum of five pounds, file, stand, bend, reach and pull. Compensation • Salary Range* - $54,000- $72,500 annually., • Actual compensation may vary from posting based on work experience, education and/or skill level., • The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.