Inside Sales Representative

Primary Responsibilities

• 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

Qualifications

• 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