Position Description

Pre-Sale Support Specialist 1

Warner Pacific – California

The Pre-Sale Support Specialist is primarily responsible for evaluating quote requests and offering strategic product/plan recommendations in consultation with agents and Sales Consultants during the pre-sale process.

This job not only requires a strong working knowledge of medical, ancillary, TPA services, and health care legislations benefits/guidelines but also the ability to analyze market factors and plan/coverage options in developing the best possible recommendations for Warner Pacific Sales Consultants, brokers and clients. The job further requires a working knowledge of health care legislation and the offering guidelines for each carrier.

Overview of Responsibilities

• Receive customer information and research/contact appropriate parties to obtain prompt and thorough resolution to problems/issues.
• Demonstrate solid understanding of market factors, carriers, plans, benefits and legislation in the California group insurance landscape.
• Provide carrier/plan consultative services to Sales Consultant and agent customers to assist with new group and renewal purchasing decisions.
• Demonstrate ability to navigate and properly use the Company’s website and proprietary quoting engine.
• Demonstrate ability to think and act independently and to consider all available avenues to obtain desired results for customers.
• Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to Sales Consultant and agents.
• Conduct timely follow up on issues in progress.
• Conduct timely arrival and planning of enrollment meetings.
• Communicate directly with Sales Consultants, Brokers and or Employers in order to prepare for enrollment meets as needed.
• Request and prepare the appropriate enrollment materials for upcoming enrollment meetings.
• Bilingual in English and Spanish.
• Must have the ability to work responsibly and independently from home.
• Position requires ability to work from home office. Travel will be required and may include some overnight stay.

Additional Skills and Requirements

• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• 3-5 years of health care/medical sales/service experience, preferred.
• Valid California life/health insurance license.
• Ability to self-start and think/act independently and in concert with co-workers, management and customers.
• Exceptional interpersonal skills.
• Exceptional written and oral communication, as well as presentation, skills.
• Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners.
• Demonstrated ability to effectively negotiate.
• Demonstrated ability to think and act independently and to consider all available avenues to obtain desired results for customers.
• Demonstrated ability to remain calm in pressure situations.
• Demonstrated ability to multi-task effectively.
• Attention to detail a must.
• 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.
• Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.