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Florida Blue - Retail Sales & Service Consultant - Boynton Beach, Florida (Onsite)

WebTPA Employer Services, LLC
United States, Florida, Boynton Beach
May 13, 2025

Job Summary:
Retail Member Advisor's primary responsibilities are in the servicing of existing members through issue resolution and product consulting as well as in obtaining new and renewal business.

Essential Functions:



  • The essential functions listed represent the major duties of this role, additional duties may be assigned.
  • Provide a customer friendly service experience for customers with questions or issues related to healthcare, health insurance or related topics.
  • Resolve member issues including all product and billing inquiries
  • Educate members on self-service tools
  • Guide members to value based providers
  • Host Customer Video Appointments
  • Generate leads for new sales and sales of replacement and add-on products
  • Generate referrals from existing client base
  • Identify and contact at-risk customers; develop and execute retention strategies with solutions that meet customer needs
  • Using lead management tools, contact prospects for sales opportunities
  • Set appointments for sales visits
  • Process retention consultations
  • Sell health and ancillary insurance products to Florida individual consumers and small groups
  • Analyze prospect needs and match to BCBSF products
  • Conduct plan comparison and analysis for existing members seeking new solutions
  • Facilitate application process and perform field underwriting; advise customers of eligibility, rates and riders as appropriate
  • Monitor enrollment process in partnership with Direct Sales' Senior Advisor
  • Promote and facilitate APO enrollment and set-up
  • Review with and deliver product fulfillment materials to customers
  • Ensure new customers receive orientations/information regarding self-service and shopping tools, incentives and value-added features and information
  • Perform outbound call campaigns for Under 65 and Over 65 segment


Required Experience:
3+ years related work experience. Experience Details: in a sales and service environment
State of Florida 2-40 license 60 Days,
Excellent verbal and written communication skills
Experience using MS Word, MS Excel, MS PowerPoint, Internet and web-based tools
Work flexible hours to include evenings, weekends and holidays
Agents employed with Florida Blue are permitted to schedule appointments with Florida Blue, USAble, FCL and Health Options. No other health and life appointments are to be scheduled with any other company while employed with Florida Blue

Preferred Qualifications:
Experience with health insurance products to include individual and group plans Bilingual in Spanish/English
Bachelor's degree in a related field Marketing

General Physical Demands:
Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally.

We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.


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