Job Description

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible work options, growth opportunities, 401K and competitive pay. Apply today! To view our complete list of openings, please visit our website at

Location - Sunrise Florida 33323

Position - Retail Sales Agent

Duration - 3+ months

Monthly Bonus Eligible

Hours may include evenings, holidays and rotational weekend coverage

Job Summary:

• This is an entry-level sales and engagement role that will focus on member-engagement campaigns and selling health and ancillary products through inbound/outbound calls.
• The Telesales Engagement Agent is responsible for communicating specific messaging on various engagement campaigns throughout the year.
• As directed, the Telesales Engagement Agent may also engage in sales.
• When selling, they are responsible for reaching the decision maker, completing the needs and analysis, and converting that prospect to a member.
• This position requires multiple systems to analyze customer records and submit accurate data in our Customer Relationship Management tool.
• Additionally, this position will focus on managing lead list appropriate product(s).

Job Responsibilities:

• Facilitate member outreach on specified engagement campaigns throughout the year via inbound and outbound calling, documenting call outcomes accurately in the CRM
• Drive member engagement by educating the member on plan specific benefits, encouraging plan utilization, and ensuring members are paying premiums on time
• Work outbound campaigns off manual lists from management or through the automated telephonic system
• Answer questions and make changes to existing policies as needed
• Deliver best-in-class customer experience and ensure ongoing satisfaction and customer retention
• Encourage member contact by offering scheduled call-backs as necessary
• Generate new customer sales and maintain existing members via qualified inbound calls/outbound for multiple products.
• Generate Sales for all health segments including Ancillary. In addition to other lines of business as required.
• Manage the customer lifecycle which includes Acquire, Welcome, Engage, Retain, and Re-sell
• Responsible for a Sales Quota for Health and Ancillary products.
• Sales agents are required to work their Book of business, including leads, open opportunities, and additional cross sales opportunities to maximize sales and follow up with customers.
• Maintain regular contact with clients, for follow up buying decision and retention.
• Respond to customer inquiries regarding product offerings and product changes.
• Solicit cross-selling opportunities from existing and new customers.
• Drive growth by exceeding sales goals and objectives as established by the management team which includes new sales and retention.
• Exceed all company and client driven metrics for sales revenue, retention rates, quality, compliance, and service level.
• Strive to resolve customer issues on the first call and log information related to those calls
• Follows compliant sales and engagement scripts, and compliant procedures
• Researches and resolves disputes and problems within established guidelines
• Completes, processes and maintains applicable paperwork and records.

Job Requirements :

• Minimum of 1 year related health insurance telesales experience
• Minimum of 1 year of call center/contact center experience
• Minimum of 1 year of experience working in a remote environment
• Experience using computers and navigating among multiple systems and screens
• Experience working independently and as part of a team
• Demonstrated written and oral communication skills
• Ability to work flexible schedules including evenings and weekends
• Experience with listening and relating key information to comparable selling situations to apply appropriate responses and actions
• Deliver best-in-class customer experience and ensure ongoing satisfaction and customer retention
• Identify and overcome buying obstacles from new customers and existing members.

Education/Certifications:

• Highschool Diploma or GED
• Active Florida state health 2-40/2-15 or equivalent license.

OpTech is an equal opportunity employer and it committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, status as a parent, disability, age, veteran status, or other characteristics

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