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Sales Associate - New York, United States - EmblemHealth
Description
Responsibilities:
Presenting and successfully closing client renewals by carefully analyzing the renewal prior to release to the client and preparing material to support the renewal proposal including handling all sales presentations.
* Routinely visiting clients and/or their consultants and keeping clients informed of issues that may impact benefits and rates.
* Overseeing and managing the administration of the client's benefit plan by initiating follow up resolution of all service inquiries involving claims, membership, billing and interpretation of contract provisions, benefits/plan design and other administrative requests originating from client groups in a timely fashion.
* Focusing on client satisfaction, retention and growth while collaborating effectively with other areas of EmblemHealth to proactively prevent and resolve issues as needed.
* Presenting client Statement of Experience and other year-end reports that highlight the value proposition of the plan.
* Actively participating in the organizing and execution of sales campaigns such as annual reopeners for the purpose of increasing membership.
* Developing strategies to identify opportunities with assigned client groups to upsell additional coverage and lines of business.
* Remaining current with EmblemHealth's benefits and capabilities, industry trends, competitive strategies and governmental regulations.
* Ensuring State licensure requirements are met and up to date.
* Generating reports to management that communicate accurate, complete and current information on account status including competitive intelligence.
* Working with community, civic and professional organizations to present information on health care issues, promoting a positive corporate image as well as attending client functions after business hours.
* Maintaining records, preparing reports and written correspondence, direct materials, completing forms and documents in a timely and accurate manner.
* Assisting less experienced Account Executives with more complex prospect and customer issues.
* Acting as a team lead if assigned to the same book of business.
* Serving as SME (subject matter expert) on process improvement issues for Account Management.
* Representing Account Management in internal meetings by assuming an active role.
* Performing other duties as assigned or required.
Qualifications:
Bachelor's degree preferred but not required
* Minimum of 2 years of experience in a health insurance field
* Licensed NYS Health/Life Agent
* Proficient in Microsoft Word, Excel and PowerPoint
* Must be goal driven
* Must have strong presentation and excellent organizational skills
* Must have the ability to multi-task
* Must have excellent interpersonal skills
* Excellent communication skills, both verbal and written