Client Services Sales Representative

HealthPartners•Bloomington, MN

About The Position

HealthPartners is hiring a Client Services Sales Representative to support the Sales and Account Management Team by ensuring that documentation, required forms, plan documents, and operational systems are accurate and completed on time. The representative works with the Sales Executive and Agent of Record to prepare complete submissions for Underwriting for prospective business. For new and renewing clients, the representative ensures required documents are generated, delivered, and filed accurately and promptly. The role also provides backup for Associate Account Managers during leaves of absence and busy seasons, helping ensure client accounts are set up correctly and deadlines are met. By managing day-to-day operational needs involved in administering client plans, the representative supports Account and Sales Executives in achieving client satisfaction and encouraging additional business and referrals.

Requirements

Post-secondary education; a bachelor's degree is strongly preferred.
Two years of experience in a customer-service-related position.
Obtain a Minnesota insurance license within three months of hire.
Demonstrated professional oral and written communication skills.
Working knowledge of Microsoft Word, Excel, PowerPoint, or comparable applications.
Detail-oriented, able to balance multiple priorities, and strong in time management and self-management.
Positive attitude and ability to function as a team player.
Current, valid, unrestricted driver's license in the state of residence, with no major traffic violations or pattern of repeated violations in the past three years, and daily access to a reliable, insured vehicle.
Execute a non-solicitation agreement upon hire.

Nice To Haves

Sales or account-management experience in the health-care industry.
Knowledge of health insurance and managed health care.
Prior experience in a team environment.

Responsibilities

Serve as the primary point of contact for day-to-day service activities, both internally and externally.
Coordinate with Underwriting, Sales Executives, Agents of Record, Product Management, and Marketing Communications when submitting RFPs and providing documentation for proposal production.
Assist with internal setup forms for medical, dental, EAP, Health and Wellbeing, and FSA/HRA.
Collaborate with Account Managers and Sales Executives to review prospective plan documents and provide feedback on proposal submission requests.
Assist with processes and documentation for new sales systems, including GDF and other product implementation forms.
Review open-enrollment electronic census data files and ID cards for accuracy.
Conduct a final audit of internal billing systems to ensure accounts are billed correctly.
Maintain databases, files, and documentation in an organized and consistent manner.
Produce SBCs and plan documents accurately and on time.
Assist Account Managers in resolving customer-service issues and concerns involving members, clients, and brokers; coordinate with other HealthPartners departments as needed and document issues and resolutions promptly.
Prepare for renewals by sending verification forms to employers or brokers, completing renewal request forms for Underwriting, updating benefit summaries, and providing information needed for renewal ratings.
Provide standard utilization reports and respond to standard reporting requests from clients or brokers.
Communicate and resolve data discrepancies and errors as needed.
Maintain current awareness of HealthPartners products and plans, industry trends, and government regulations.
Bring issues to the attention of the Account Manager, Team Manager, or HealthPartners leadership.
Communicate openly, frequently, and effectively with internal and external partners so affected parties are informed about operational, client, or broker concerns.
Maintain consistent office hours and respond to inquiries within 24 hours.
Perform other duties as assigned.