Client Account Support Specialist Temp
HealthPartnersAbout the role
HealthPartners/GHI
Non-Union Non-Exempt Job Description
JOB CODE:
129847
POSITION TITLE:
Account Support Specialist
DATE CREATED:
LAST REVISED:
August 2016
July 2018
DEPARTMENT:
Sales
REPORTS DIRECTLY TO:
Manager, Sales
Position purpose:
New sales support: The position has accountability for supporting the large group new sales business process. The position works closely with Sales Executives to coordinate handling of proposal requests and facilitates timely broker and / or customer service. The position also has accountability for maintaining data integrity in the CARS CRM System and for facilitating transfer of technical sales information to Underwriting, Product Management, and other internal departments as needed.
Existing customer support: The position works on a sales and service team to provide our customers and brokers with timely, exceptional customer service and has primary accountability for supporting the Account Managers on our current customers. The position also has accountability for partnering with the sales team on a number of one-time or ongoing projects that may be required to improve our service to our brokers and customers. These projects vary based on need, and often require working with numerous other departments as necessary.
Required Qualifications:
Experience and successful track record or working with insurance broker and solving clients’ issues
Strong knowledge of HealthPartners’ and affiliate company operations
College degree with course work in business, finance, insurance, or health related studies
Strong oral, and written communication skills, including public speaking, and ability to handle sensitive customer issues in a professional manner
Ability to coordinate and facilitate communications for multiple sales people and their corresponding books of business
Ability to coordinate resolution of all customer inquiries and service issues in a prompt, professional and customer friendly manner
Work with internal customers to satisfy external customers’ needs and expectations
Positive attitude, strong work ethic, and ability to work longer hours if necessary in the fall open enrollment seasonMust be able to thrive in a fast-paced and ever-changing environment and quickly adapt to change and innovation
Strong ability to work independently on projects without direct supervision
Strong organizational skills and and ability to manage multiple project assignments; ability to prioritize and meet customer deadlines
Working knowledge of High Performance Selling principles
Prior health insurance underwriting and/or sales support experience
Strong financial / numerical aptitudeProficiency with computers: Outlook, Excel, Word, PowerPoint, CRM systemPrior experience in team environment
Minnesota/Wisconsin life and health insurance licensure within three months of hire
Execution of a non-competition agreement upon hire
Accountabilities related to serving our existing customers:
Manage day-to-day customer and broker service needs for the team you support.
Work with various departments (Member Services, Membership Accounting, Claims, Network Management, and Product Management etc.) to resolve critical member issues in an expeditious manner.
Assist the Account Managers with implementation renewal sales, any necessary set up and group paperwork like contracts, Group Data Form completion, CARS CRM system, etc.
Assist the Account Manager with new sales small group submissions, including working with brokers and prospective customers to collect any missing data such as health history applications, wage and tax form clarification, employer applications, etc.
While the majority of this position is internal sales support to our sales team, there is some external client facing work:
Conducting open enrollment meetings a
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