At eHealth, our mission is to expertly guide consumers through their health insurance and related options when, where, and how they prefer. We’re creating a better way – one that’s transparent and trustworthy for both our consumers externally and our employees internally.
Move your career forward while connecting countless people to the life- changing, quality care they deserve. Our diverse team of innovators supports one another in solving some of the toughest challenges. We’re always on the lookout for creative opportunities to do right by our customers, and each other. Together, we’re creating a better way to work, united by our common passion to make a difference.
Role Overview:
We are seeking a proactive and customer-focused B2B Renewal Specialist to join our team. As a Renewal Specialist, your primary responsibility will be to proactively engage with business clients in the 2 – 50+ employee space to renew their group health insurance policies. Your goal will be to ensure a seamless renewal process, upsell additional ancillary lines of coverage, and manage and maintain a group book of business. If you have a strong understanding of group health insurance, excellent communication skills, and a proven track record in client relationship management and upselling, this is an exciting opportunity to make a significant impact in a dynamic and growing organization.
This is a seasonal role with an anticipated end date of January 1, 2026. You must have a current health and life license.
What you’ll do:
- Proactively manage the group health insurance renewal process, including timely communication with clients, preparing renewal proposals, and presenting renewal options.
- Build and maintain strong relationships with business clients, acting as their primary point of contact for all renewal-related inquiries, concerns, and support. Heavy outbound outreach via manual dials and automated dialer system.
- Conduct thorough needs analysis of groups on current coverage to identify if benefits are meeting their needs and where there may be gaps. Shop and renew options based on findings and present recommendations for the renewal period and additional product lines.
- Conduct thorough checks to verify the authenticity and completeness of submitted renewal applications and documents, cross-referencing data against client information and carrier requirements
- Organize and maintain comprehensive and up-to-date records of all enrollment-related documents, including applications, supporting materials, and communication logs.
- Liaise with insurance carriers to obtain necessary forms, guidelines, and requirements for renewal submission, ensuring compliance with carrier-specific procedures.
- Identify opportunities to upsell additional ancillary lines of coverage, such as dental, vision, or supplemental health insurance, based on clients' evolving needs and objectives.
- Manage and maintain a group book of business, ensuring accurate and up-to-date client records, policy documentation, and communication logs.
- Demonstrate eHealth’s values in your behaviors, practices, and decisions.
Who you are:
- Health & Life Insurance license required.
- In-depth knowledge and experience in group health insurance, including a strong understanding of policy coverage, enrollment processes, policy servicing, and regulatory requirements. Minimum 1 year of experience preferred.
- Minimum 1 year of B2B sales experience, preferably within a related industry, with a consistent track record of meeting or exceeding sales targets.
- Proven track record in client relationship management, with a focus on building and maintaining long-term relationships with business clients.
- Demonstrated ability to identify upselling opportunities, effectively communicate the value of additional coverage, and close ancillary sales to enhance customer satisfaction and revenue generation.
- Prior experience managing group health insurance renewals, including preparing proposals, negotiating terms, and effectively communicating renewal options to clients.
- Proactive and resourceful in resolving client inquiries, complaints, and escalations, demonstrating strong problem-solving and conflict resolution skills.
- Comfortable working with CRM systems, MS Office Suite, and other tools to manage customer interactions, document cases, and track performance. Salesforce preferred
What we offer:
- Great Place to Work Certified.
- Company culture that values One Team, Customer Centric, Integrity, and Quality.
*Please note the above is a summary of responsibilities; a full job description is available upon request.
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The base pay range reflects the anticipated pay range for this position. The actual base pay offered will depend on various factors including individual skills, experience, performance, qualifications, the department budget, and the location where work is performed. Base pay is one component of eHealth’s total rewards package, which also includes a monthly commission-based incentive plan, plus an array of benefits designed to support employees’ personal and professional wellness.-
Hourly Pay Rate -24.00 USD Hourly-
Annual Commission Target -$20,000eHealth is an Equal Employment Opportunity employer. It is our policy to provide equal opportunity to all employees and applicants and to prohibit any discrimination because of race, color, religion, sex, national origin, age, marital status, sexual orientation, genetic information, disability, protected veteran status, or any other consideration made unlawful by applicable federal, state or local laws. The foundation of these policies is our commitment to treat everyone fairly and equally and to have a bias-free work environment.
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