Onsite Health Plan Consultant; Hialeah, FL
Listed on 2026-07-07
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Sales
Customer Success Mgr./ CSM, Business Development, Client Relationship Manager, Healthcare / Medical Sales
The Florida Blue Center Health Plan Consultant plays a critical role in delivering a best‑in‑class customer service experience, driving sales and growth, and retaining membership. This involves consulting with prospects and existing customers to meet sales targets, managing leads to drive close rates and retention, maintaining expert product knowledge and utilizing multiple systems and technologies. It is also critical in this role to build awareness and opportunities through community networking and business development while adapting to a dynamic business environment and embracing change to meet evolving business objectives.
The goal is to create value for members, drive market share and profitable growth, and deliver a differentiated experience that drives long‑term retention.
- Must reside in Hialeah, FL or surrounding area that is within a 30 minute drive to the Florida Blue Center located at 1001 W 49th St, Hialeah, FL 33012
- The work schedule is 40 hours per week during the hours of 9am
-6pm Monday - Friday with occasional Saturday work during peak times and for scheduled events - Must obtain State of Florida 2-40 license within 60 days of hire
- Agents employed with Florida Blue are permitted to schedule appointments with Florida Blue, USAble, FCL and Health Options. No other health and life appointments are to be scheduled with any other company while employed with Florida Blue
- Provide consultative sales and service experience for customers seeking information and education on available products to support health, wellness, and income protection.
- Conduct plan comparison and analysis for new or existing members seeking new solutions through web-based tools and sales systems to track and report enrollment support activities and outcomes.
- Promote the additional services available to members through the center clinicians, self-service and value added features and information.
- Utilize various methods to respond to customer requests, meet/exceed production targets, and generate leads for new sales and member retention. And act upon leads for new health and ancillary sales.
- Perform outbound call campaigns to company generated sales leads and existing members for Under 65 and Over 65 segments.
- Identify and contact at-risk customers; develop and execute retention strategies with solutions that meet customer needs.
- Generate referrals from existing client base through proactive outreach, relationship building, and delivering a best-in-class experience to drive retention and loyalty.
- Conduct formal and informal sessions of targeted groups, individually or within small groups, providing information and answering questions to ensure customers understand products, benefits and tools, and how to use them.
- Provide a customer friendly solution oriented service experience for customers with questions or issues related to health care, health insurance (benefits, claims, premium payments, membership, billing and enrollment) or other related topics through coordination with other supporting areas as needed.
- Log all inquiries, capturing appropriate data required for reporting and customer understanding.
- Use web-based tools, orientations and other aids to facilitate and teach customers to use self-service resources, tools, plan benefits and products to manage their health care and health care costs most effectively.
- Conduct small group seminars on resources and tools for health care shopping, managing health, etc.
- Explain/promote incentive programs to target customers or prospects, building enthusiasm and support for program participation and answering questions.
- Serve as direct contact and subject matter expert for questions from the general public or existing members related to Health Care Reform.
- Develop and execute a personal business development plan to support individual and team goals.
- Perform grassroots marketing, networking, and event activation to drive growth and advance the company mission.
- Build relationships with key constituents and organizations to increase community awareness of center services.
- Provide…
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