Responsibilities:
•Presenting and successfully closing client renewals by carefully analyzing the renewal prior to release to the client and preparing material to support the renewal proposal including handling all sales presentations.
•Routinely visiting clients and/or their consultants and keeping clients informed of issues that may impact benefits and rates.
•Overseeing and managing the administration of the client's benefit plan by initiating follow up resolution of all service inquiries involving claims, membership, billing and interpretation of contract provisions, benefits/plan design and other administrative requests originating from client groups in a timely fashion.
•Focusing on client satisfaction, retention and growth while collaborating effectively with other areas of EmblemHealth to proactively prevent and resolve issues as needed.
•Presenting client Statement of Experience and other year-end reports that highlight the value proposition of the plan.
•Actively participating in the organizing and execution of sales campaigns such as annual reopeners for the purpose of increasing membership.
•Developing strategies to identify opportunities with assigned client groups to upsell additional coverage and lines of business.
•Remaining current with EmblemHealth's benefits and capabilities, industry trends, competitive strategies and governmental regulations.
•Ensuring State licensure requirements are met and up to date.
•Generating reports to management that communicate accurate, complete and current information on account status including competitive intelligence.
•Working with community, civic and professional organizations to present information on health care issues, promoting a positive corporate image as well as attending client functions after business hours.
•Maintaining records, preparing reports and written correspondence, direct materials, completing forms and documents in a timely and accurate manner.
•Assisting less experienced Account Executives with more complex prospect and customer issues.
•Acting as a team lead if assigned to the same book of business.
•Serving as SME (subject matter expert) on process improvement issues for Account Management.
•Representing Account Management in internal meetings by assuming an active role.
•Performing other duties as assigned or required.
Qualifications:
•Bachelor's degree preferred but not required
•Minimum of 2 years of experience in a health insurance field
•Licensed NYS Health/Life Agent
•Proficient in Microsoft Word, Excel and PowerPoint
•Must be goal driven
•Must have strong presentation and excellent organizational skills
•Must have the ability to multi-task
•Must have excellent interpersonal skills
•Excellent communication skills, both verbal and written