Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Purpose Responsible for developing and managing an active pipeline through seeking out prospects, calling and educating clients about ICHRA and Medicare insurance options, conducting in depth needs/analysis/risk assessments, providing personalized guidance, and helping them make informed decisions to meet their healthcare needs. Your primary objective will be to build strong relationships with clients, generate leads, and facilitate the enrollment process while delivering exceptional customer service. Essential Duties and Responsibilities Responds to new or existing customer inquiries regarding potential coverage and/or issues/renewal with current coverage. Conducts outbound sales calls to prospective clients utilizing the organization's online candidate listing resource for the "Turning 65 Campaign." Conducts a review of customer demographics to determine which options might be the most attractive regarding plan benefits, physician/facility network, and specific costs for services. Educates existing and potential clients on the benefits and features of ICHRA and Medicare insurance plans, ensuring they have a clear understanding of the coverage options available to them; recommends plans to establish new coverage or enhance existing coverage. Addresses questions regarding coverage details and any changes/adjustments on healthcare plan design, pharmacy networks and drug formularies. Confirms the customer understands the comparative risks associated with the various plans considered and the pros/cons of the coverage they have selected. Finalizes the customer application and enrollment process by electronic means/data entry or by the completion of a manual booklet; creates an electronic customer file to document and verify all elements of the transaction. Develops and implements effective sales strategies to generate leads, expand the customer base, and achieve individual and team sales targets. Collaborates with the marketing team to participate in outreach programs, community events, and promotional campaigns to increase brand awareness and attract potential clients. Remains highly sensitive to the personal information provided to ensure customer confidentiality in compliance with HIPAA regulations. Resolves customer issues regarding unpaid claims and/or various problems with their coverage; serves as a trusted advisor to each account. Builds highly personal relationships with all customers; maintains and grows a book of business through customer referrals; able to handle a high volume of new sales activity while retaining existing customers through the development of proactive relationships. Maintains Continuing Education (CE), Affordable Care Act (ACA), and Medicare accreditation required by carriers and/or licensing body to represent/sell an organization's products; completes various training programs to remain current with product specifics. Other duties as assigned. Personal Characteristics and Qualifications The specific personal traits required to accomplish the essential duties of this job successfully include: A pro-active, goal-driven, and confident attitude; self-motivated Excellent listening, verbal, and written communication skills Exceptional interpersonal abilities A service-oriented, collaborative approach Detail-oriented and results-based Drive and motivation to maintain and increase production levels Strong analytical and problem-solving skills Highly organized with multi-tasking skills An active applicable resident insurance license or the ability to obtain one Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years. What you’ll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic. Drive Your Career With Oswald! Oswald is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Oswald ranks among the top five largest independently owned firms in the country. Oswald is consistently recognized as an employer of choice in our communities.