Insurance Sales Representative / Account Manager, Mercycare - Day Shift

Mercy Health System Corporation•Janesville, WI

12d•Hybrid

About The Position

We are seeking a motivated, detail-oriented and customer-focused Health Insurance Sales Representative/Account Manager to oversee and maintain client relationships within our health insurance portfolio, while developing new business opportunities. This role combines sales, customer service, and account management responsibilities to help individuals, businesses, and brokers select and manage health insurance plans that meet their needs. The ideal candidate will act as the primary point of contact for our agents, brokers, and clients, ensuring satisfaction with insurance products and services while helping clients understand coverage options, renewals, claims processes, and compliance requirements. In addition, this position will provide education and motivation to broker agents, concerning the sales of MercyCare products and Mercy Health services, responsible for direct internal sales of MercyCare products, and will also assist in the marketing outreach efforts to the group and individual market. This position reports to the Director of Sales and Marketing

Requirements

Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
Wisconsin and/or Illinois Insurance Sales License
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Problem Solving -Demonstrate ability to work with challenging situations to promote MercyCare. Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Technical Skills - Assesses own strengths and weaknesses; Strives to continuously build knowledge and skills; Shares expertise with others.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
knowledge of Goldmine or similar software Contact Management systems; excel Spreadsheet software and Word Processing software.

Nice To Haves

Experience in level-funded and self-funded health insurance plans to businesses is preferred.

Responsibilities

Manage and maintain relationships, ongoing education and retention of MercyCare products and Mercy Health services to members, employer groups, and brokers.
Serve as the main contact for policy questions, renewals, plan documents, billing, and claims issues
Manage retention and growth of existing accounts
Position will be responsible for the sales of MercyCare products which include Commercial Group plans, individual/family plans, ICHRA’s, and ASO plans (Level Funded and Traditional ASO)
Coordinate with insurance brokers, healthcare providers, and internal teams
Prepare and present benefit plan information and renewal proposals
Assist clients with enrollment processes and policy changes
Resolve customer concerns and escalate complex issues when necessary
Maintain accurate client records and documentation
Stay updated on healthcare regulations, insurance laws, and industry trends
Position will use work flows and communication plans to ensure timely, accurate renewal processing, service to customers, and agents to retain membership.
Manage internal plan build and renewal processes.
Position will track and review information continuously with the Director of Sales and Marketing
Develop and execute marketing strategies