Careers
As a Crosspointe employee, you will be given key training in top industry methods, support for continued education, and plenty of opportunity for growth. Our employees are rewarded with a compensation, benefits and retirement package that recognizes performance, contributes to your future financial security and offers valuable flexibility for our employees.
Licensed Health Benefits Advisor
Job Description
Licensed Health Benefits Advisor will assist customers in making decisions on health care packages by carefully matching customers with the ideal products and services for their situation. Licensed Health Benefits Advisor will be responsible for maintaining the highest level of professionalism and providing a great customer experience to all customers, while consistently meeting and/or exceeding monthly sales goals. This individual will also develop ongoing, profitable relationships with clients and continually maintain a professional image of the agency. Integrity, passion, communication skills and in-person presentational skills are essential for this role.
Duties and Responsibilities
- Follow organized daily work schedule to call on clients and enroll them into health coverage
- Be knowledgeable of the products and services Crosspointe Insurance Advisors provide to best educate our clients on the best policies for them.
- Consistently attain daily call and sales goals the sales manager sets
- Maintains professional and technical knowledge by attending educational workshops; continuing education; reviewing professional publications and staying in tune with changes within Crosspointe Insurance Advisors
- Contributes to team effort by accomplishing related results as needed.
- Log all client conversations, policy information, and changes in client information at the time of each phone call made
- Have the ability to educate clients on products over the phone or face-to-face presentations.
- Abide by the Centers for Medicare and Medicaid Services (CMS) Medicare Marketing Guidelines and company policies and procedures.
- Make outbound calls to follow up on and close business.
- Other duties and projects will be assigned as needed.
Desired Skills and Experience
- Be Confident
- Be able to Connect with people and build relationships that will last
- Show Compassion
- Have the ability to close the deal
- Hardworking
Apply Now
Email a cover letter and copy of your resume to
careers@crosspointeinsurance.com.
Client Management Expert
Job Description
The Client Management Team will be responsible for all clients after the Health Benefits Advisor has placed them in a plan that best fits their needs as well as throughout the life of the policy. This team will be proactive in serving the client during and after the enrollment process, striving to prevent any issue from ever becoming a reality. When issues do become apparent, they will work to resolve them in a timely manner, while effectively communicating with the client throughout the resolution process. The Client Experience will remain at the top of our priority list at all times.
Duties and Responsibilities
- Highly developed sense of integrity and commitment to client satisfaction.
- Possess a strong work ethic and team player mentality
- Maintain a professional appearance
- Looking at situations with a solutions point of view at all times
- Ability to multi-task, prioritize, and manage time effectively
- Effectively manage large amounts of incoming calls
- Ensuring our client profiles are complete and correct in real time
- Verifying sold policies with carriers
- Corresponding with clients and carriers via phone, email and face to face
- Analyzing and resolving Client issues as we are made aware
- Responding to Clients in a timely manner while building relationships of trust through open and interactive communication
- Noting all conversations with clients and carries in our Customer Relationship Management (CRM) systems
- Maintaining all licensing and contracting for the agents
- Assisting the Director with reporting in multiple areas of the business
- Abide by Health Insurance Portability and Accountability Act (HIPPA) rules and regulations
- Abide by the Centers for Medicare and Medicaid Services (CMS) Medicare Marketing Guidelines and company policies and procedures.
- Staying in tune with changes within Crosspointe Insurance Advisors
Desired Skills and Experience
- Be able to Connect with people and build relationships that will last
- Show Compassion
- Have the desire to truly help people
- Have a pleasant, patient, and friendly attitude
Apply Now
Email a cover letter and copy of your resume to
careers@crosspointeinsurance.com.
Renewal Expert
Job Description
A Renewal Expert will assist existing Crosspointe customers in making decisions on health care packages by carefully matching customers with the ideal products and services for the following plan year. A Renewal Expert will be responsible for maintaining the highest level of professionalism and providing a great customer experience to all customers, while consistently meeting and/or exceeding monthly sales goals. This individual will also develop ongoing, profitable relationships with clients and continually maintain a professional image of the agency. Integrity, passion, communication skills and in-person presentational skills are essential for this role.
Duties and Responsibilities
- Follow organized daily work schedule to call on clients and enroll them into health coverage
- Be knowledgeable of the products and services Crosspointe Insurance Advisors provide to best educate our clients on the best policies for them.
- Consistently attain daily call and sales goals the sales manager sets
- Maintains professional and technical knowledge by attending educational workshops; continuing education; reviewing professional publications and staying in tune with changes within Crosspointe Insurance Advisors
- Contributes to team effort by accomplishing related results as needed.
- Log all client conversations, policy information, and changes in client information at the time of each phone call made
- Have the ability to educate clients on products over the phone or face-to-face presentations.
- Abide by the Centers for Medicare and Medicaid Services (CMS) Medicare Marketing Guidelines and company policies and procedures.
- Make outbound calls to follow up on and close business.
- Other duties and projects will be assigned as needed.
Desired Skills and Experience
- Be Confident
- Be able to Connect with people and build relationships that will last
- Show Compassion
- Have the ability to close the deal
- Hardworking
Apply Now
Email a cover letter and copy of your resume to
careers@crosspointeinsurance.com.
Crosspointe Insurance Advisors is an equal employment opportunity employer committed to the strength of a diverse workforce.
