Role Description
We are seeking a proactive and customer-focused B2B Renewal Specialist to join our team. As a Renewal Specialist, your primary responsibility will be to proactively engage with business clients in the 2β50+ employee space to renew their group health insurance policies. Your goal will be to ensure a seamless renewal process, upsell additional ancillary lines of coverage, and manage and maintain a group book of business.
This is a seasonal role scheduled to end 03/31/2027. You must have a current health and life license.
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Proactively manage the group health insurance renewal process, including timely communication with clients, preparing renewal proposals, and presenting renewal options.
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Build and maintain strong relationships with business clients, acting as their primary point of contact for all renewal-related inquiries, concerns, and support. Heavy outbound outreach via manual dials and automated dialer system.
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Conduct thorough needs analysis of groups on current coverage to identify if benefits are meeting their needs and where there may be gaps. Shop and renew options based on findings and present recommendations for the renewal period and additional product lines.
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Conduct thorough checks to verify the authenticity and completeness of submitted renewal applications and documents, cross-referencing data against client information and carrier requirements.
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Organize and maintain comprehensive and up-to-date records of all enrollment-related documents, including applications, supporting materials, and communication logs.
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Liaise with insurance carriers to obtain necessary forms, guidelines, and requirements for renewal submission, ensuring compliance with carrier-specific procedures.
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Identify opportunities to upsell additional ancillary lines of coverage, such as dental, vision, or supplemental health insurance, based on clients' evolving needs and objectives.
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Manage and maintain a group book of business, ensuring accurate and up-to-date client records, policy documentation, and communication logs.
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Demonstrate eHealthβs values in your behaviors, practices, and decisions.
Qualifications
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You have an active Health & Life Insurance license.
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You have at least 1 year of group health insurance experience, with a strong understanding of coverage, enrollment, policy servicing, and regulatory requirements.
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You have at least 1 year of B2B sales experience and a track record of meeting or exceeding sales goals.
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You have experience building and maintaining long term relationships with business clients.
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You are comfortable identifying upselling opportunities, explaining the value of additional coverage, and closing ancillary sales.
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You have experience managing group health insurance renewals, including preparing proposals and communicating renewal options to clients.
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You are proactive and resourceful when handling client questions, complaints, and escalations and are comfortable problem solving.
Benefits
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Paid training
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Ongoing support and resources
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Medical benefits after 90 days of employment
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Cell phone and internet reimbursement
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Hourly Pay Rate - 24.00 USD Hourly
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Annual Commission Target - $20,000