Keystone Advisors

• 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

• 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

Role Description Keystone is a fast-growing company seeking top talent employees. If you want to be part of a team with a purpose, Keystone may be right for you. We are seeking Bilingual licensed Medicare Telesales professionals to have a pivotal role assisting the company achieve our goal of new customer growth while maintaining an exceptional customer experience and setting a new benchmark in the industry. You will be responsible for promoting our products and services to new potential customers while being supported by the Keystone Advisors team. This is a permanent full-time position plus bonus & commissions! Qualifications - High School Diploma - Active Group 1 - Life and Health Insurance License Required - Maintain CE to ensure active license status - Clear a State required background check to obtain and maintain license - Strong knowledge in CRM systems and Microsoft suite products; required a college degree or equivalent work experience - 3+ years' experience in customer service, sales, and/or healthcare related industry - Clear an employer background check - High sales conversion rates Requirements - Answer inbound sales calls from customers interested in learning about our products and services - Outbound calls to prospective clients and leads - Attending field marketing events to attain leads - Following up on leads from events - Discussing and assisting customer needs and matching the most suitable plan and promotion - Promoting company products on each call - Handling calls professionally, meeting company regulatory and compliance standards - Accurately documenting interaction details - Meeting key performance indicators (sales calls, sales process, call quality, and product selection) - Staying educated on corporate initiatives, market changes, and process changes - Other duties as assigned Benefits - 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, Golf Simulator, and Doggie Day care Company Description We are experts in the health insurance market with a Top 3 National Ranking. Our team gives their best to match our clients' needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for our clients and customers. Keystone provides the opportunity for career advancement in Healthcare and Health Insurance Industries. This is a stable industry - recession proof! You may visit https://keystoneadvisors.breezy.hr to view all of our current job openings or search Keystone Advisors at www.keystonema.com .

Company Overview Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers and BPO services and support our partners and clients a broad and competitive portfolio of Insurance Options and back office solutions. We have over 40 years' experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employee's lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player. Job Summary The Sr. Director of Contact Center is responsible for leading overall contact center operations with a strong focus on Leadership, Management, and Accountability (LMA). This role drives client satisfaction ensures projects are delivered on time, within scope, and under budget, and continuously improves workflow and operational processes. The Sr. Director will manage resources effectively, optimize performance metrics, and support strategic business objectives. Duties and Responsibilities Operational Leadership - Provide strategic and operational leadership for the Customer Service, Telesales, Sales, and Retention departments within the company. - Oversee day-to-day contact center performance, ensuring alignment with company goals, client expectations, and service standards. - Drive a culture of accountability, professionalism, and customer-first service across all teams. Customer Service Excellence - Ensure high-quality customer interactions that reflect company values and compliance requirements. - Monitor service metrics including first-call resolution, average handling time, customer satisfaction scores, and service level adherence. - Develop programs that improve customer experience, engagement, and issue resolution efficiency. - Implement quality assurance standards and coaching frameworks. Telesales Performance Management - Lead Telesales operations focused on achieving revenue targets and conversion goals. - Support scripting optimization, objection handling strategies, and sales process standardization. - Track sales funnel performance, call-to-sale ratios, and productivity metrics. - Collaborate with training teams to improve sales effectiveness and agent confidence. Sales Retention and Customer Loyalty - Develop retention strategies to reduce customer churn and improve lifetime value. - Analyze customer behavior, cancellation trends, and service feedback to identify retention opportunities. - Implement proactive outreach and win-back programs where applicable. - Support escalation management for high-value or at-risk customers. Team Leadership and Development - Supervise department managers, supervisors, and operational staff. - Set performance expectations and conduct regular performance reviews. - Promote employee engagement, professional development, and succession planning. - Coach leadership staff to improve operational execution. Workforce and Resource Optimization - Oversee workforce planning to ensure appropriate staffing levels across service, sales, and retention functions. - Monitor utilization, productivity, and operational efficiency. - Support recruitment, onboarding, and training initiatives. Process and Workflow Management - Design, document, and improve contact center workflows. - Ensure projects are delivered on time, within specification, and under budget. - Identify automation, system integration, and operational improvement opportunities. Client and Stakeholder Management - Maintain strong relationships with internal and external stakeholders. - Support service-level agreements (SLAs) and contractual performance commitments. - Participate in client meetings, reporting reviews, and operational governance discussions. Quality, Compliance, and Risk Management - Ensure adherence to healthcare, privacy, and regulatory requirements relevant to operations. - Support audit readiness and documentation standards. - Promote ethical sales and customer service practices. Performance Analytics and Reporting - Review operational dashboards and business intelligence reports. - Use data-driven insights to guide strategic and tactical decisions. - Present performance updates to executive leadership. Qualifications/Requirements - Bachelor's degree in business administration, Operations Management, or related field (Master's preferred). - 7+ years of contact center or operations leadership experience. - Strong background in workflow optimization and project management. - Proven ability to lead teams and drive client-focused outcomes. Experience/Knowledge/Skills/Abilities - Extensive experience in contact center, customer experience, telesales, or retention operations leadership. - Strong understanding of multi-channel customer service and sales engagement strategies. - Proven ability to manage and improve performance across service, sales, and retention functions. - Knowledge of call center technology platforms, workforce management tools, and performance analytics systems. - Ability to drive operational efficiency, workflow optimization, and continuous process improvement. - Demonstrated experience developing and executing strategic operational plans. - Strong business acumen with ability to balance customer satisfaction, employee performance, and cost management. - Advanced problem-solving, critical thinking, and decision-making skills. - Excellent leadership, coaching, and organizational development capabilities. - Exceptional communication, presentation, and stakeholder management skills. - Ability to manage budgets, operational metrics, and service level agreements. Physical Requirements - Ability to sit for extended periods of time. - Ability to stand, bend, and move as needed. - Ability to speak clearly and hear communications effectively. - Regular use of a computer, keyboard, and telephone equipment. - Manual dexterity to use hands and fingers for routine office tasks. Company Benefits At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including: - Medical, Dental, and Vision Insurance - Short-Term and Long-Term Disability (STD/LTD) - Life Insurance and AD&D Coverage - Paid Holidays and Paid Time Off (PTO) - Employee Assistance Program (EAP) - Wellness Programs, including mental health support - Gym Membership - Quarterly Employee Appreciation Activities - Professional Development Opportunities