
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 ACA marketplace prospects (under 65 market) • Work and convert third-party vendor-generated leads • Educate clients on ACA health insurance plans, subsidies, and coverage options • Build rapport quickly and handle objections to close enrollments • Complete accurate ACA enrollments • Ensure policies are properly activated through consistent follow-up • Maintain strong member retention through ongoing client support • Cross-sell ancillary products including dental, vision, accident, and hospital indemnity coverage • Document all client interactions, enrollments, and follow-up activity in CRM systems • Meet or exceed daily KPIs including dials, talk time, enrollments, retention, and ancillary sales
• Active Health Insurance License (required) • ACA Marketplace sales experience required • Strong outbound sales and closing skills • Experience with policy activation (effectuation), retention, and ancillary sales • Comfortable in a high-volume outbound dialing environment • Strong communication and objection-handling skills • Self-motivated, disciplined, and goal-oriented • Reliable high-speed internet and dedicated remote workspace • Experience working third-party vendor leads (preferred) • Ability to be appointed with carriers (required) • Strong attendance and consistency in a remote environment
• 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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