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Pre-Sale Support Specialist

Westlake Village, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The Pre-Sale Support Specialist is primarily responsible for evaluating quote requests and offering strategic product/plan recommendations in consultation with agents and Sales Consultants during the pre-sale process.    

This job not only requires a strong working knowledge of medical, ancillary, TPA services, and health care legislations benefits/guidelines but also the ability to analyze market factors and plan/coverage options in developing the best possible recommendations for Warner Pacific Sales Consultants, brokers and clients. The job further requires a working knowledge of health care legislation and the offering guidelines for each carrier. 

Overview of Responsibilities

  • Receive customer information and research/contact appropriate parties to obtain prompt and thorough resolution to problems/issues.
  • Demonstrate solid understanding of market factors, carriers, plans, benefits and legislation in the California group insurance landscape.
  • Provide carrier/plan consultative services to Sales Consultant and agent customers to assist with new group and renewal purchasing decisions.  
  • Demonstrate ability to navigate and properly use the Company’s website and proprietary quoting engine.
  • Demonstrate ability to think and act independently and to consider all available avenues to obtain desired results for customers.
  • Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to Sales Consultant and agents.
  • Conduct timely follow up on issues in progress.
  • Conduct timely arrival and planning of enrollment meetings.
  • Communicate directly with Sales Consultants, Brokers and or Employers in order to prepare for enrollment meets as needed.
  • Request and prepare the appropriate enrollment materials for upcoming enrollment meetings.
  • Bilingual in English and Spanish.
  • Must have the ability to work responsibly and independently from home.
  • Position requires ability to work from home office.        
  • Travel will be required and may include some overnight stay. 

Additional Skills and Requirements

  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
  • 3-5 years of health care/medical sales/service experience, preferred.
  • Valid California life/health insurance license.
  • Ability to self-start and think/act independently and in concert with co-workers, management and customers.
  • Exceptional interpersonal skills.
  • Exceptional written and oral communication, as well as presentation, skills.
  • Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners.
  • Demonstrated ability to effectively negotiate.
  • Demonstrated ability to think and act independently and to consider all available avenues to obtain desired results for customers.
  • Demonstrated ability to remain calm in pressure situations.
  • Demonstrated ability to multi-task effectively.
  • Attention to detail a must.
  • Ability to perform the majority of required work at the designated Warner Pacific office, 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed.
  • Computer literacy with proficiency in the Microsoft Office suite.
  • Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.




Westlake Village, CA
91361 USA