Job Description

Reference # : 17-07871Title : Sales Agent
Location : Sonoma, CA
Position Type : Contract
Experience Level : Start Date / End Date : 09/01/2017 / 01/31/2018
Assignment Detail
Sales Agent

Be part of the Financial Services Industry. Eclaro is looking for a Sales Agent for our client in Sonoma, CA.
Eclaro’s client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you’re up to the challenge, then take a chance at this rewarding opportunity!

The Sales Agent position will be primarily responsible for Sales and Customer Service requests for Group Association Plans, Individual and Family Plans, and Covered California plans.

The Sales Associate will assist a large number of current clients and prospects with selecting new plans during the 2017 Open Enrollment. This will require a working knowledge of current insurance plans, new options, and enrollment processes. RealCare agents are advisors and will do their best to help members select a plan that meets the client’s needs.

  • Inbound/Outbound Sales Calls and follow up calls
  • Customer Service – providing information about billing, benefits, etc.
  • Create and Update Contact Records
  • Maintain knowledge of plan benefits, eligibility, enrollment and billing processes
  • Maintain standard for confidentiality and privacy
  • Essential duties will include interacting with customers and providing quotes and information in response to inquiries about products and services.
  • Duties also include but are not limited to answering incoming calls, making outbound calls to clients and prospects, quoting, client/prospect communication documentation, data entry, and cross selling.

  • Excellent computer skills: MS Word, Excel, Goldmine, Smart Track, and Internet
  • Strong organizational skills, follow-through, and ability to multi-task
  • Use multi-line telephone system and fax machine
  • Strong interpersonal skills
  • Excellent communication skills, both oral and written
  • Must be attentive to time sensitive duties
  • Must have CA Life & Health License

If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • TransitChek Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro
Interested in applying? Contact Daisy Fernandez at

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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