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Sales Account Specialist
- United States
- United States
Über
Sales Account Specialist Job Description Summary
The Sales Account Specialist is responsible for coordination and execution of day-to-day operational support for the Large Group Sales team. This position is internally and externally facing and coordinates team events, monitors and responds to client and broker inquires, and conducts research to assist Sales with initiatives and programs. Job Description
Ensure timely and thorough execution of Retention Goals set by Sales Leadership
Answer and resolve all broker and group inquiries (e.g. billing, claims, membership services, escalated issues, etc.) in a timely manner
Maintain documentation of broker and group communication, current and previous issues, and issue resolution
Answer and resolve all group/broker questions on renewal materials (Benefit Confirmation, SBCs, and Benefit Summaries) and Medical Certificates
Collaborate with Key Account Consultants and Account Executives to align on group and broker needs
Coordinate execution, internal approval process (when applicable) and delivery of Commission Agreements, Performance Agreements, Schedule As, Data Agreements, etc.
Monitor and manage CRM input, reporting, and researching
Assist with inputting/updating group and broker information in CRM and ensure accurate and complete information is housed within the tool
Monitor and manage Sales territory and account data for cross functional reporting purposes
Coordinate team events, facilitate team meetings, and monitor and manage Hub for sales team communications
Conduct research, request and export reporting data and monitor and manage account data for external communications
Execute on strategy set forth by Sales Leadership and Client Services/Customer Retention Team
Coordinate and schedule all in person and virtual group/broker meetings
Participate in Benefit Fairs and Open Enrollment meetings
Prepare materials and coordinate supplies for external and internal meetings and presentations
Assist Benefit Education Team in scheduling and supporting external Benefit Education Meetings and Benefit Fairs
Present and engage in client service meetings and group/broker service and strategy meetings
Create and maintain relationships with groups/brokers and internal teams
Assist with ad hoc executive leadership projects and requests
Assisting Government Programs departments as necessary
Minimum Qualifications
Bachelor's Degree in related field or an equivalent combination of education and experience
Experience facilitating team meetings, focus groups, work processes, project meetings and diagnosing and developing solutions
Good business acumen and understanding of organizational issues and challenges
Strong client-service and results orientation
Influential, energetic, and enthusiastic with the drive, ambition and resilience to make things happen and deliver outstanding performance
Life and Health Insurance Producer License is required within 90 days of hire
Blue Cross and Blue Shield of Kansas City is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
Sprachkenntnisse
- English
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