Account Services Representative - Middle Market, Senior

Blue Shield of California•Long Beach, CA

3d•Hybrid

About The Position

Your Role The Southern California Core Account team is responsible for the retention of existing membership and the pursuit of new business within the medium to large business segment. The Account Services Representative will report to the Senior Service Manager. In this role you will be responsible for the day-to-day relationships within your book of business. You will also be responsible for identifying opportunities for membership growth and retention. If there are any escalated issues or a need for special initiatives, you will be the point person for Blue Shield of California. Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow – personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning. Responsibilities Your Work In this role, you will: Tailor value proposition during open enrollment / client meetings based on their specific value drivers using solid understanding of Blue Shield of California products Use thorough understanding of upcoming developments in the healthcare market (healthcare reform, state and local healthcare legislation, new entrants, customer need shifts); understand how they may impact competitors’ benefit offering and member eligibility Facilitate virtual and in person open enrollment / admin / health fair meetings; anticipate client and member questions and can provide in-depth responses Leverage available Blue Shield of California information (i.e. wellness flyers, other marketing materials) for meetings Appropriately leverage available resources to complete back-office tasks and solve problems Support assigned book of business alongside an Account Executive for the most complex accounts in a customer-focused, effective and efficient manner; Responsible and accountable for the day-to-day service relationship with the employer and broker-consultant Work in a hybrid model; mostly from home, but should be able to attend in-person client meetings, on average 2-3 times a week while meeting service level agreements for a very large book of business Work in a hybrid model; mostly from home, but should be able to attend in person team meetings and travel to attend client meetings Serves as a liaison between external customers and internal work teams and operational processes Responds to customer concerns and issues, identifies root cause and serves as a liaison with Blue Shield of California for client needs Working with the Account Executive, conducting administrative meetings with external customers, coordinating open enrollment events, administration meetings and health fairs

Requirements

Requires a bachelor’s degree or equivalent experience
Requires at least 4 years related experience
Requires a current Life Agent License with California Department of Insurance, valid California driver's license, and proof of insurance
In-depth knowledge of the health care industry and related benefit products and services
ASO contract knowledge
Strong PC Skills and efficiency in programs like Salesforce and Microsoft office
Comfortable with virtual meeting platforms like Zoom, WebEx, etc.

Nice To Haves

Bilingual in Spanish, Preferred
Proven experience resolving complex issues and familiarity with case installation process

Responsibilities

Tailor value proposition during open enrollment / client meetings based on their specific value drivers using solid understanding of Blue Shield of California products
Use thorough understanding of upcoming developments in the healthcare market (healthcare reform, state and local healthcare legislation, new entrants, customer need shifts); understand how they may impact competitors’ benefit offering and member eligibility
Facilitate virtual and in person open enrollment / admin / health fair meetings; anticipate client and member questions and can provide in-depth responses
Leverage available Blue Shield of California information (i.e. wellness flyers, other marketing materials) for meetings
Appropriately leverage available resources to complete back-office tasks and solve problems
Support assigned book of business alongside an Account Executive for the most complex accounts in a customer-focused, effective and efficient manner; Responsible and accountable for the day-to-day service relationship with the employer and broker-consultant
Work in a hybrid model; mostly from home, but should be able to attend in-person client meetings, on average 2-3 times a week while meeting service level agreements for a very large book of business
Work in a hybrid model; mostly from home, but should be able to attend in person team meetings and travel to attend client meetings
Serves as a liaison between external customers and internal work teams and operational processes
Responds to customer concerns and issues, identifies root cause and serves as a liaison with Blue Shield of California for client needs
Working with the Account Executive, conducting administrative meetings with external customers, coordinating open enrollment events, administration meetings and health fairs