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