Marketing Services Representative

• Support Sales or Account Management personnel in prospecting, acquiring, or renewing business
• Conduct research for prospective business
• Research inquiries from customers, brokers, or company representatives
• Relay information to Sales or Account Management personnel or respond directly to customers or company representatives
• Coordinate meetings
• Gather data and create or maintain databases
• Participate in enrollments and prepare enrollment-session materials
• Prepare customer documentation and review forms for completeness
• Develop relationships with customer representatives
• Respond to prospect questions regarding benefit information and available benefit options
• Travel to customer sites as needed

• Bachelor's degree and 1 year of experience in a health insurance/health care field in a service/sales/marketing position involving initiative and decision-making, OR 5 years of experience in health care management in a marketing service representative role, OR 5 years of experience in sales/marketing or health care management/claims/provider service experience involving processing or coordination of services for health care clients
• State Insurance License(s), or ability to obtain State Insurance License(s) within the required time frame per state regulations
• Organizational and decision-making skills
• Written and verbal communication skills, including telephone skills
• Ability to interact professionally with internal and external contacts
• Proficiency in Microsoft Excel, Word, PowerPoint, and Access

Demonstrates expertise in health insurance and customer relationship management, with strong organizational, decision-making, and communication skills. Proficient in data management and capable of supporting sales initiatives through effective research and documentation.

• Health Insurance Experience
• State Insurance License
• Customer Relationship Management
• Organizational Skills
• Microsoft Office Proficiency

• Data Management
• Sales Support
• Research Skills
• Enrollment Preparation
• Documentation Review

• Written Communication
• Verbal Communication
• Professional Interaction
• Decision-Making

• State Insurance License

• Health Care Management
• Sales
• Marketing
• Customer Service
• Benefit Information

• Microsoft Excel
• Microsoft Word
• Microsoft Power Point
• Microsoft Access