Account Services Representative - Premier, Consultant

Blue Shield of California • Oakland, CA

10d

About The Position

The Premier Accounts team manages group business with 3,000 or more employees and nearly 1 million total members. The team serves commercial and national public-sector employers, labor trusts, and their consultants by providing understandable interactions, affordable choices, and efficient use of premium dollars to establish Blue Shield as the preferred health-plan choice.

Reporting to the Senior Manager, Account Service, the Account Services Representative serves as a liaison between customers and consultants, account teams, and internal plan operations staff. The role manages key project deliverables for a complex, multi-sited employer group, supports technical and operational process improvements, and provides customer reporting and informational updates to account teams and HR staff. The organization’s leadership model emphasizes developing leaders, creating opportunities for personal, professional, and financial growth, and fostering creative and critical thinking, high-performing teams, results, and continuous learning.

Requirements

• Bachelor’s degree, or a high school diploma/GED plus four years of additional relevant experience in lieu of a degree.
• Seven years of prior relevant experience.
• Current active Accident & Health Agent or Sickness and Life license with the California Department of Insurance, or ability to acquire one within the first 90 days of employment and maintain it as a condition of employment.
• Valid California driver’s license and proof of insurance.
• Experience with data analytics tools and strong Microsoft Office Suite, SharePoint, and Teams skills.
• Experience explaining complex concepts, ideas, and solutions concerning processes, products, and capabilities to varied audiences, including internal operations leaders, C-suite and HR decision-makers, and external vendor partners when applicable.

Nice To Haves

• Familiarity with formal project-management strategies.
• Knowledge of Blue Shield of California or prior healthcare payer experience.

Responsibilities

• Maintain stakeholder relationships and build strong relationships with clients’ internal operations staff, such as HR and Benefits staff.
• Manage large-scale, complex client projects involving multiple internal and external stakeholders.
• Develop project charters, integrated project plans, resource plans, risk management plans, test plans, and related project-management artifacts for client-driven projects.
• Define and track project milestones, and develop, maintain, and report on integrated delivery plans for critical client-specific projects.
• Facilitate business, technical, and operational readiness activities throughout client initiatives, including change-management activities.
• Determine key client issues, develop action plans, and deliver products or solutions requested by clients.
• Track client issues in an organized manner, maintain agendas and meeting notes for regular client check-in calls, and support requests, retrieval, review, and distribution of client reports.
• Maintain an understanding of healthcare-market developments, including healthcare reform, state and local healthcare legislation, new entrants, and changes in customer needs, and understand their potential impacts on client benefit offerings and member eligibility.
• Collaborate with internal functional groups, including Claims Operations, IT Infrastructure, Network Management, Data Analytics, and Medical Care Solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level