New Policy Coordinator processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Being a New Policy Coordinator serves assigned accounts by responding to inquiries and resolving issues of concern. Requires an associate degree or its equivalent. Additionally, New Policy Coordinator typically reports to a supervisor or manager. The New Policy Coordinator possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Who We Are Looking for:
Are you passionate about helping people along the journey from lead to becoming a lifelong customer of a business? Have you got talent and experience in the sales process and getting people to say YES; but feel unfulfilled because the stuff you sell doesn’t really make a difference in the world? Have you ever envisioned yourself taking a company from a local to a national and ultimately a global brand? Are you looking for a place with a robust nurturing system for prospective clients that prepares them to talk to you, or on the back-end gives you multiple solutions for helping meet people's needs? Do you love to look for solutions when faced with a challenge? Are you looking to grow with a small business that has a strong track record of growth? Do you work well independently, but also enjoy collaboration with team members?
Are you comfortable with talking to strangers on the phone? Are you a self-starter? Is being “organized” a top priority in your life and are you able to multitask and prioritize projects, while simultaneously meeting deadlines and prioritizing your day?
Can you communicate effectively with people from all different backgrounds – both written and verbal? Are you able to speak up when you see something that is not working and can you anticipate the needs of other people because you show up for work knowing that the smallest details always make the difference?
Do you have a positive outlook on life? Are you flexible, open to change, and committed to learning?
Ultimately, are you committed to helping people make the best decision about their health? If so, you could be just the person we are looking for to fill the position that we have available in the sales department and on the front desk of our busy clinic.
About Us
Cache Valley Counseling (CVC), we are a medium sized counseling clinic established in 2017. In the short space of just a couple years we have grown from a one-person show to currently having 15 people as part of our team located in Northern Utah.
The founder of the company – is a practicing Marriage and Family therapist with particular expertise in couples counseling. We’ve experienced rapid growth over these past few years to get from zero to where we are today. Much of that growth has happened because of the incredible team and culture that has been created at Cache Valley Counseling by the staff. These people have created a place that staff love to come to work to learn and grow – and a place that our clients look forward to coming back to time and time again.
For your inspection:
We have developed a large client database of 2000 people and we’re looking to add value to our service by bringing in a new member of our sales team. As a result, we are now offering you an opportunity to help us to continue that growth and provide an exceptional customer experience for our clients that goes way beyond what is offered by most counseling facilities.
Core Values:
We take them very seriously and they are expected to become a part of everyone at Cache Valley Counseling. They are the metric used to guide every clinical, personal, and business decision made at CVC:
The Role:
You will be responsible for taking in-bound calls from prospective clients and making outbound calls to leads, and converting those inquiries into paying clients. These prospects/leads come from a variety of marketing channels (ie Website, Social Media, Google Ads, Past Client Referrals, etc). You will also be responsible for reaching out to past clients/leads who did not complete a plan of care to re-engage/reactivate. The ability to meet objections and dig in to understand the root of the problem is a must.
Ultimately, your job is to help us grow the revenue of the clinic by booking in new clients via the phone or those who walk into our clinic directly and excelling at retaining those clients as lifelong customers of the business. You’ll do that by creating the type of customer service experience that clients will be happy to pay for - and just as happy to tell others about.
The new client specialist position will be responsible for working directly with the Senior Management and Sales Team to optimize our client journey experience. Our current process involves an expected 15-30 minute initial phone call, with additional 2-3 follow-up phone calls to help assist clients in taking the best path for their health. We also utilize a robust Client Relationship Management (CRM) program for follow-up and nurturing.
We already have a strong local presence and do exceptionally well at getting people in Cache Valley to become clients. However, our sights are set much higher. Our vision is to be THE place to come for improving relationships. To do this we have set forth an aggressive and innovative plan which includes:
We now need a new client specialist with passion and energy to help us achieve this!
The Tasks:
Skills/Competencies Needed:
What we will do for you:
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