Prospect and qualify leads through outbound calls, emails, and CRM outreach to employer groups and benefits brokers
Present Point C TPA services, programs, and value proposition to prospective clients in a clear and consultative manner
Collaborate directly with outside sales representatives to ensure a smooth transition of qualified opportunities
Build and maintain strong, trust-based relationships with brokers and consultants
Manage the initial sales cycle from first contact through handoff to the outside sales representative
Meet or exceed monthly activity and pipeline goals
Accurately track all activity, pipeline, and forecasts in CRM (Salesforce)
Partner with marketing and sales operations on campaigns, outreach strategies, and lead management
Stay current on self-funded health plan trends, compliance requirements (ERISA, ACA), and competitor offerings
Eligible for incentive compensation tied to individual monthly and annual sales performance

1–3 years of inside sales experience, preferably in health insurance, employee benefits, or TPA services
Familiarity with self-funded plan concepts (stop-loss, ASO, reference-based pricing) is a strong plus
Strong communication, presentation, and consultative selling skills
Highly organized with the ability to manage multiple priorities and a high-volume pipeline in a fast-paced environment
Experience with CRM tools (Salesforce preferred) and proficiency with Microsoft Office/Excel
Self-starter with high integrity, strong work ethic, and motivation to grow within a sales career path
Bachelor's degree or equivalent experience preferred

Inside Sales Representative

Key skills