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Verification/Retention Specialist

San Diego, CA

Post Date: 02/16/2018 Job ID: 15342 Industry: Insurance

Verification/Retention Specialist needed for firm located in Downtown, San Diego. This is a  temp-to-hire opportunity.  Position pays $17-23/hr, depending on experience.

This is a hybrid of admin/sales, and the candidate must be licensed with Health & Life and have their CA resident license. 

The primary functions of this position are as follows:
  1. Verification calls to prospects in the closing stage of application submission (verifies plan and carrier info with prospect prior to submitting the application).
  2. Client Retention: deal with all existing client plan changes and perform follow-up calls to cross-sell ancillary products. *Candidate needs to like soft-selling and also placing calls.
  3. Live transfer agent for clients that are in need of the clients services, but unwilling to schedule an appointment with one of their existing captive Agents.

Required Skills and Competencies:
  • Must have 3 or more years of experience working in the Life and/or Health insurance industry
  • Must have longevity with past employers (minimum 2 - 3 years with each employer)
  • Applicable licenses
  • Relevant skill-set
  • MUST LIKE SALES (this is not just a customer service role)
  • Talent of building rapport quickly with client over the phone

Please feel free to contact  Sharlene@sdistaffing.Com  with any questions. Please include your resume.

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San Diego, CA 92108
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