Ancillary Sales Consultant
About The Position
Position Summary: Provide an outstanding level of service to our broker partners and ancillary customers with ancillary products. Build relationships within the ancillary team to provide service support to account and sales executives during and after implementation. Build client and broker relationships to achieve customer satisfaction and aid in client retention. This position is eligible for the mobile and resident personas and does have some in-office expectations. Your Day to Day: Provide an outstanding level of service to ancillary sales staff, BCBSMA sales and account management staff, customers, brokers, and consultants (return all calls and emails within 24 hours of receipt, up date email out of office and voicemail messages if out of the office, support other team members if they are out of the office). Develop solutions to complex business issues affecting BCBSMA ancillary customers Manage client folders with client correspondences Conduct Administration meetings with new accounts (face to face/virtual meeting to review forms, claims filing, billing and online enrollment tool). Responsible for managing service cases through Salesforce Represent our ancillary partner(s) when discussing enrollment, billing, underwriting guidelines, policy provisions, etc. to assure compliance with policies and procedures Maintain detailed knowledge of product portfolios of endorsed ancillary partners and specific requirements for sale, implementation, and service of ancillary benefit programs Prepare presentations to educate benefit representatives at accounts about their ancillary plan(s) Develop and present communications materials to be used for varied group sizes at account sites Coordinate and participate in open enrollment activities that include; health fairs, group talks, virtual requests, etc. Act as liaison between accounts, Sales, brokers, consultants and our ancillary partner(s) Manage multiple projects simultaneously Initiate meetings and dialogue with ancillary partner(s) to ensure accurate customer service Attend product and professional trainings recommended by direct leader Review monthly delinquency report from ancillary partner’s and reach out to brokers and clients who are more than 30 days delinquent to get them paid to date and avoid cancellation.
Requirements
- Position requires demonstrated leadership and teamwork skills; an ability to work independently, make educated decisions, take calculated risks and handle multiple priorities
- Strategic thinker who challenges traditional solutions and can provide measurable improvements
- Must have proven excellent written and verbal communication skills as well as presentation skills
- Ability to present information and recommendations accurately and effectively to internal and external customers
- Demonstrates effective listening and strong organizational skills
- Strong work ethic, detail oriented and thorough
- Demonstrates flexibility and creativity to respond to difficult assignments against tight schedules
- Must have good PC skills
- College degree, or equivalent work experience in an ancillary products sales or service position
- Driver’s license and car required
- Brokers License in Life/Accident and Health are required and must be obtained within 12 months of hire.
Responsibilities
- Provide an outstanding level of service to ancillary sales staff, BCBSMA sales and account management staff, customers, brokers, and consultants
- Develop solutions to complex business issues affecting BCBSMA ancillary customers
- Manage client folders with client correspondences
- Conduct Administration meetings with new accounts
- Responsible for managing service cases through Salesforce
- Represent our ancillary partner(s) when discussing enrollment, billing, underwriting guidelines, policy provisions, etc.
- Maintain detailed knowledge of product portfolios of endorsed ancillary partners and specific requirements for sale, implementation, and service of ancillary benefit programs
- Prepare presentations to educate benefit representatives at accounts about their ancillary plan(s)
- Develop and present communications materials to be used for varied group sizes at account sites
- Coordinate and participate in open enrollment activities that include; health fairs, group talks, virtual requests, etc.
- Act as liaison between accounts, Sales, brokers, consultants and our ancillary partner(s)
- Manage multiple projects simultaneously
- Initiate meetings and dialogue with ancillary partner(s) to ensure accurate customer service
- Attend product and professional trainings recommended by direct leader
- Review monthly delinquency report from ancillary partner’s and reach out to brokers and clients who are more than 30 days delinquent to get them paid to date and avoid cancellation.
Benefits
- We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and a suite of well-being benefits to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
