Keystone Advisors

Account Executive

• Answer inbound sales calls from customers interested in learning about our ACA & Non ACA Health products and services
• Make outbound calls to prospective clients and leads
• Discuss and assist customer needs, matching them with the most suitable plan and promotion
• Promote company products on each call
• Handle calls professionally, meeting company regulatory and compliance standards
• Accurately document interaction details
• Meet key performance indicators (sales calls, sales process, call quality, and product selection)
• Stay educated on corporate initiatives, market changes, and process changes
• Other duties as assigned

Licensed Telesales Representative, ACA

• Promote Keystone Advisors products and services to potential customers to drive new customer growth
• Answer inbound sales calls from customers interested in products and services
• Make outbound calls to prospective clients and leads
• Attend field marketing events and follow up on event leads
• Discuss and assist customer needs, matching the most suitable plan and promotion
• Promote company products on each call while meeting regulatory and compliance standards
• Accurately document interaction details in CRM
• Meet key performance indicators (sales calls, sales process, call quality, and product selection)
• Stay educated on corporate initiatives, market changes, and process changes
• Other duties as assigned

Medicare Sales Representative

• Answer inbound calls and place outbound calls to prospective ACA customers
• Educate clients on ACA health plans and match them to appropriate coverage
• Promote company products with a customer-first approach
• Ensure regulatory and compliance standards are met on every call
• Maintain accurate and complete call documentation
• Consistently meet or exceed performance targets (sales, quality, efficiency)
• Stay up to date on market changes, product offerings, and internal processes
• Other duties as assigned

Licensed ACA Telesales Representative

• Promote Keystone’s Medicare products and services to new potential customers
• Answer inbound sales calls from customers interested in learning about our Medicare products and services
• Make outbound calls to prospective clients and leads
• Discuss and assist customer needs, matching them with the most suitable plan and promotion
• Promote company products on each call
• Handle calls professionally, meeting company regulatory and compliance standards
• Accurately document interaction details
• Meet key performance indicators (sales calls, sales process, call quality, and product selection)
• Stay educated on corporate initiatives, market changes, and process changes
• Collaborate with the Keystone Advisors team to support new customer growth and exceptional customer experience
• Other duties as assigned

Licensed Medicare Sales Representative

Customer Retention Specialist

• Gathering information and handling customer complaints and escalations.
• Developing aggressive retention strategies based on customer feedback.
• Negotiating with customers to renew contracts and retain business.
• Respond to and resolve, on the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs such as disenrollment requests, benefits, eligibility, and claims
• Help guide and educate customers about the fundamentals and benefits of consumer-driven health care topics to select the best benefit plan options, maximize the value of their health plan benefits and choose a quality care provider to retain them in their plan.
• Contact care providers (doctors’ offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance
• Assist customers in navigating them to their member websites and encourage and reassure them to become self-sufficient
• Research complex issues pertaining to the caller’s health, status, and potential plan options.
• Meeting with other departments to propose customer retention solutions
• Writing and presenting customer behavior reports
• Building positive relationships with customers and business associates
• Document and update customer records based on interactions.
• Assist to reinstate policies due to missed premium payments.
• Develop and maintain a knowledge base of the evolving products and services. Core products are Medicare Advantage and ACA-Marketplace options.
• Facilitate client exit surveys.
• Respond to ticket inquiries from our vendor clients.
• Provide retention and trend reports to Management.
• Other duties as assigned.

Retention Specialist, Spanish Speaker

Keystone is a fast-growing company seeking licensed ACA Telesales professionals to promote products and services to new customers, assist company growth, and maintain exceptional customer experience. Answer inbound sales calls, make outbound calls, match customers to plans, promote products, document interactions, meet KPIs, and follow regulatory/compliance standards.