Licensed Insurance Sales Agent (2-15 license)
Fort Lauderdale, FL
United States

Job Summary: Licensed Insurance Sales Agents assist consumers, on a nationwide scale, with the enrollment process for Dental Insurance Products in addition to selling/renewing Dental Savings Plans.
The Licensed Insurance Sales Agent (LIA) is the front-line representative of the call center. This individual is responsible for handling inbound and outbound sales calls.
The LIA will review plan information and answer potential members�€™ questions regarding dental insurance options, with the goal of closing the sale by enrolling in dental insurance coverage or a dental savings plan.
The LIA will ensure that all insurance applications are submitted in accordance with company policies and procedures with efficiency, quality and accuracy.
The LIA is closely aware of call center policies, procedures and company/client goals and will strive to meet those goals. The LIA must meet various productivity and quality levels established for this role.
Role Essentials: Fundamentals of the job and required of all incumbents

Educate and assist customers regarding the purchase of a dental insurance and/or dental savings plan.

Complete a needs analysis to identify the best product for the potential member. Goal is to determine best plan for the member and enroll them in the plan of their choice.

Review plans and quote premiums.

Follow a structured call flow process focused on sales and compliance.

Ensure the customer understands how to use the product. Ensure customer understands the additional benefits which are included with many plans.

Connects meaningfully with customers to build emotional engagement and customer advocacy.

Simplifies complexity of products and integrates internal training/knowledge to deliver an optimal customer experience.

Meet established expectations and take responsibility for achieving/exceeding sales and activity goals/KPIs.

Willingly accept and implement feedback to improve sales performance.

Effectively leverage resources to create exceptional outcomes, embraces change, and constructively resolve barriers and constraints.

Present the product value, ensuring all concerns are resolved to customer satisfaction, appropriately guiding the member and/or potential members with any changes in their plan and/or according to their needs by following all outlined Sales and Renewal processes and procedures.

Identify, research, and effectively resolve member issues & concerns timely to ensure member renewal.

Make outbound calls to members whose accounts are about to expire or accounts which have expired in efforts to process the renewal.

Handle member questions, complaints and billing inquiries with the highest degree of quality, courtesy and professionalism to resolve member issues with one call resolution on every interaction. When one call resolution is not possible, follow all outlined call transfer processes.

Follow-up on member inquiries not able to be immediately resolved.

Demonstrate transitional up-selling skills by offering additional benefit products or services.

Adhere to all position and company specific administrative policies, including but not limited to confidentiality, non-disclosure, HIPAA and other regulatory guidelines.

Navigate through multiple system applications to fulfill consumer requests, research inquiries, create leads for follow up and update consumer information.

Maintain schedule adherence and productivity (attendance, punctuality, off-phone time).

Must work well in a team environment.


Presently hold an active Florida 215-license. License must comply with State Continuing Education requirements.

Possesses Assertive sales orientation. Has a passion for helping people through sales. Must possess the drive to close the sale.

Minimum 3 years sales experience (Contact Center, Processing Center or Retail Environment advantageous).

Demonstrates strong process-orientation and attention to detail.

Demonstrates aptitude to learn, absorb, and actively use complex information.

Must be organized, detail oriented, customer focused, self-motivated, able to be a team player.

Must possess confident, positive, take charge attitude.

Consistently model and inspire high levels of integrity, lives up to commitments, and takes responsibility for achieving results.

Demonstrate excellent customer service and diffusing techniques for difficult or escalating situations.

Must exhibit a demonstrated track record of quality/compliance adherence.

Candidates should demonstrate strong oral and written communication skills, proficient key-boarding skills, strong organizational and time management skills.

Candidate must possess excellent communication, analytical, listening and organizational skills, and above average math skills.

Must have history of regular and on-time attendance.

Must be able to adhere to schedule changes based on department and/or business needs.

Must be flexible to work nights and possible weekends based on department and/or business needs.

Ability to work effectively in a team-oriented environment is a must.

Background in Health Care Industry highly preferred.

Proficiency in Microsoft Office desired.

Bilingual (English and Spanish) or multilingual is a plus.

All other tasks and duties as assigned.