What are the responsibilities and job description for the Sales Rep II - Oregon position at Willamette Dental Group?
Position Summary
This position is responsible for increasing Willamette Dental Group's plan membership through insurance brokers/consultants, partner carriers and direct sales by professionally promoting Willamette Dental Group products, plans and treatment philosophy. The Sales Representative is responsible for retaining existing clients, producing new business that meets or exceeds annual sales goals as well as promoting organic growth within existing group accounts.
Essential Position Functions
- Define and follow a strategy for accounts defined as local, regional or national, and maintain an active database for all potential Willamette Dental accounts in territory while planning for and staying within a predetermined budget.
- Define and follow a strategy for all targeted brokers, brokerage firms, agents and administrators and maintain an active database in assigned territories of state, regional and national brokers and brokerage firms.
- Consistently contact all defined brokers/agents and administrators in territory, and input broker/agent/administrator data, including appointments in customer relationship management (CRM) software. Document communication and calendared activities with brokers/agents and group clients in CRM.
- Consistently visit all targeted brokers/brokerage firms/agents and administrators to review any changes/improvements at Willamette Dental, address and resolve any concerns/questions and constantly solicit business, and prepare reports, as needed documenting direct sales activities.
- Strategize for effective renewals, deliver and present group client renewals by contracted due dates.
- Demonstrate confidence in public speaking to small and large audiences in a professional manner, and present state approved CE presentations to clients as needed.
- Prepare, print and personally deliver, when necessary, all requested reports to specified accounts on a timely basis.
- Work with Member Services, Office Managers and Regional Managers to resolve any and all broker/agent/administrator concerns including coordinating the resolution of broker/agent/administrator concerns and insurance, scheduling, treatment and billing issues.
Education and Experience
Bachelor's degree in Business or other related field, with two to four years of health insurance sales experience required OR equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Must have a valid driver's license for operation of a motor vehicle in Oregon and possess an acceptable driving record. Experience in healthcare or insurance field preferred.
Licenses
Must have a State insurance license in good standing in Oregon, or must obtain the license within 60 days of hire.
Compensation
The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to education, job-related knowledge/skills, experience, geographical location, and internal equity.
This position is also eligible for incentive pay in accordance with the terms of the Company's plan.
Company Benefits
Willamette Dental Group offers the following benefits for this position, subject to applicable eligibility requirements: medical, dental and vision insurance, tuition reimbursement, flexible spending accounts, 401(k) retirement plan with 5% match, accidental death and dismemberment insurance, life insurance, voluntary disability insurance, commuter benefits and employee assistance program.
Paid Time Off (PTO): Eligible employees will accrue a minimum of 120 PTO hours per employment year in addition to seven paid holidays annually. The Company's PTO program combines vacation and sick leave, which is more generous than Washington State's Sick Leave Law.
Physical Requirements
The work is primarily performed while sitting and/or standing, but will require occasional walking, bending, stooping and carrying light items such as papers, books, or other supplies. The incumbent uses a computer and other standard office equipment to complete tasks.
Willamette Dental Group is an equal opportunity employer.
We provide equal employment opportunities to all employees and applicants for employment without regard to an individual's race (including physical characteristics historically associated with race), religion, color, age, sex (including pregnancy), national origin, veteran status, disability, marital status, genetic information, sexual orientation, gender identity, pregnancy-related condition, or any other classification protected by applicable federal, state or local laws.
This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of the position's scope and function in the company.
This position may be exposed to PHI in the course of his/her duties, and will handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).
