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Florida Blue - Retail Sales & Service Consultant, On -Site, Venice FL

Florida Blue
life insurance, paid time off
United States, Florida, Venice
Jan 19, 2025

Job Summary:
Retail Member Advisor's primary responsibilities are in the servicing of existing members through issue resolution and product consulting as well as in obtaining new and renewal business.

Essential Functions:



  • The essential functions listed represent the major duties of this role, additional duties may be assigned.
  • Provide a customer friendly service experience for customers with questions or issues related to healthcare, health insurance or related topics.
  • Resolve member issues including all product and billing inquiries
  • Educate members on self-service tools
  • Guide members to value based providers
  • Host Customer Video Appointments
  • Generate leads for new sales and sales of replacement and add-on products
  • Generate referrals from existing client base
  • Identify and contact at-risk customers; develop and execute retention strategies with solutions that meet customer needs
  • Using lead management tools, contact prospects for sales opportunities
  • Set appointments for sales visits
  • Process retention consultations
  • Sell health and ancillary insurance products to Florida individual consumers and small groups
  • Analyze prospect needs and match to BCBSF products
  • Conduct plan comparison and analysis for existing members seeking new solutions
  • Facilitate application process and perform field underwriting; advise customers of eligibility, rates and riders as appropriate
  • Monitor enrollment process in partnership with Direct Sales' Senior Advisor
  • Promote and facilitate APO enrollment and set-up
  • Review with and deliver product fulfillment materials to customers
  • Ensure new customers receive orientations/information regarding self-service and shopping tools, incentives and value-added features and information
  • Perform outbound call campaigns for Under 65 and Over 65 segment


Required Work Experience:
3+ years related work experience. Experience Details: in a sales and service environment

Required Education:
High school diploma or GED

Required Licenses and Certifications:
State of Florida 2-40 license 60 Days,

Additional Required Qualifications:
Excellent verbal and written communication skills
Experience using MS Word, MS Excel, MS PowerPoint, Internet and web-based tools
Work flexible hours to include evenings, weekends and holidays
Agents employed with Florida Blue are permitted to schedule appointments with Florida Blue, USAble, FCL and Health Options. No other health and life appointments are to be scheduled with any other company while employed with Florida Blue

Preferred Education:
Bachelor's degree in a related field Marketing

Additional Preferred Qualifications:
Experience with health insurance products to include individual and group plans Bilingual in Spanish/English

General Physical Demands:
Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally.

What We Offer:
As a Florida Blue employee, you will thrive in our Be Well, Work Well, GuideWell culture where being well as an individual, and working well as a team, are both important in serving our members and communities.

To support your wellbeing, comprehensive benefits are offered. As an employee, you will have access to:



  • Medical, dental, vision, life and global travel health insurance;
  • Income protection benefits: life insurance, Short- and long-term disability programs;
  • Leave programs to support personal circumstances;
  • Retirement Savings Plan includes employer contribution and employer match;
  • Paid time off, volunteer time off, and 11 holidays
  • Additional voluntary benefits available; and
  • A comprehensive wellness program


Employee benefits are designed to align with federal and state employment laws. Benefits may vary based on the state in which work is performed. Benefits for intern, part-time and seasonal employees may differ.

To support your financial wellbeing, we offer competitive pay as well as opportunities for incentive or commission compensation. We also conduct regular annual reviews with pay for performance considerations for base pay increases.

Typical Hourly Pay Range: $20 - $25
Hourly Pay Grade Range: $20 - $33

Final pay will be determined with consideration of market competitiveness, internal equity, and the job-related knowledge, skills, training, and experience you bring.

We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive and equitable culture for our employees and communities.


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