
51 - 200 employees
Founded 2013
🤝 B2B
⚕️ Healthcare Insurance
👥 HR Tech
B2B • Healthcare Insurance • HR Tech
Keystone Advisors is a company dedicated to supporting insurance agents and partners in the health and life insurance sectors. They provide a range of services, including BPO services, marketing support, and back-office assistance, to help agents grow their business and serve their clients more effectively. Founded by Veronica Neal, the company is driven by a passion for community service, particularly empowering underserved Hispanic and Latino populations. Keystone Advisors emphasizes diversity, equity, and inclusion while offering specialized tools to boost productivity for insurance professionals. The company not only supports business efficiency but also engages in philanthropic efforts supporting women's health, youth education, and animal welfare.
🔥 1 minute ago
🌵 Arizona, Florida, +4 more states – Remote
💵 $23 - $25 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
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51 - 200 employees
Founded 2013
🤝 B2B
⚕️ Healthcare Insurance
👥 HR Tech
B2B • Healthcare Insurance • HR Tech
Keystone Advisors is a company dedicated to supporting insurance agents and partners in the health and life insurance sectors. They provide a range of services, including BPO services, marketing support, and back-office assistance, to help agents grow their business and serve their clients more effectively. Founded by Veronica Neal, the company is driven by a passion for community service, particularly empowering underserved Hispanic and Latino populations. Keystone Advisors emphasizes diversity, equity, and inclusion while offering specialized tools to boost productivity for insurance professionals. The company not only supports business efficiency but also engages in philanthropic efforts supporting women's health, youth education, and animal welfare.
• Make high-volume outbound calls to prospects • Work and convert third-party lead vendor calls • Educate beneficiaries on Medicare Advantage, Medicare Supplement, and PDP plans • Build rapport quickly and overcome objections • Complete compliant enrollments • Strong Follow up skills with clients to maintain policy effectuation • Maintain strong member retention through proactive client support and follow-up • Cross-sell ancillary products including dental, vision, hearing, hospital indemnity, and other supplemental coverage options • Maintain accurate CRM notes and follow-up activity • Meet daily dialing, talk-time, sales, retention, effectuation, and ancillary sales KPIs
• Active Health Insurance License required • AHIP certification preferred • Medicare sales experience required • Strong outbound sales and closing skills • Experience with retention, effectuation, and ancillary product sales a MUST • Comfortable in a heavy outbound dialing environment • Self-motivated, competitive, and goal-oriented • Reliable internet connection and dedicated remote workspace • Experience working third-party vendor leads is a plus • MUST be able to get appointed with carriers • Excellent attendance and availability required for remote consideration
• Paid time off • Generous paid Holidays • Quarter Company Events • Open Fun/Friendly Environment / Company Events • On The Job Training • Office amenities: Yoga Room/Meditation, Pickleball courts, and Golf Simulator
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