Merchant Services Account Executive in PNC's Business Banking organization. Identifying payment solutions opportunities for small businesses in the South TX market with regular travel.
About the role
- Field Sales Representative at Aetna, CVS Health driving sales growth and managing Medicare member relations. Engage in community events and handle inquiries contributing to personal and professional development.
Responsibilities
- Acquisition of new members via engagement in community event activity to generate leads and referrals
- Assessing customer needs for products and services using insightful, probing questions, and demonstrating superior listening skills
- Servicing of existing members and inquiries related to utilization of their product, benefits, etc.
- Cross selling ancillary products as well as any other applicable products to existing members
- Retention of existing members
- Maintaining knowledge levels with respect to CMS and states regulations
- Ability to multitask, and effectively use computer while interacting with prospects and members via phone
- Ensuring that the relevant information is captured in Customer Relationship Management system (CRM)
- Meeting sales goals, conversion rates, and cross sell rates for acquisition of new members as outlined in the annual performance plan
- Contacting prospective members within the time limit outlined in the annual performance plan
- Achieving the member retention rate as outlined in the annual performance plan
- Highest levels of member satisfaction as measured by various member surveys and member retention rate
- Expert level understanding of products, services, and processes offered by the company
- Ability to pass on an annual basis: American Health Insurance Plans (AHIP), Continued Education (CE’s), Product Certification Required Security and Compliance, Client/Carrier Certifications, and any required CMS Certifications
Requirements
- 4-year college degree or 1 to 2 years consumer sales experience (Prior Medicare sales experience is preferred but not required)
- Bilingual: Spanish preferred not necessary
- Life & Health insurance license is not required to be employed. It is required to obtain the license within 60 days from the employment start date
- Active use of computer for carrying out daily job activities
- Ability to multi-task while talking on the phone
- Excellent communication and listening skills
- Self-starter with a positive attitude
- Adaptable to a high pressure, achievement-oriented environment
- Drive to build, manage, and grow a book of business and become a successful entrepreneur
- High level of computer proficiency including, but not limited to, Microsoft Office package
Benefits
- Affordable medical plan options
- 401(k) plan (including matching company contributions)
- Employee stock purchase plan
- No-cost programs including wellness screenings, tobacco cessation, and weight management
- Confidential counseling and financial coaching
- Paid time off
- Flexible work schedules
- Family leave
- Dependent care resources
- Colleague assistance programs
- Tuition assistance
- Retiree medical access and various other benefits depending on eligibility
Job title
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Merchant Services Account Executive focusing on client relationships and payment solutions for small businesses. Collaborating within PNC’s Business Banking organization to manage sales objectives and client requirements.
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