Job Description: Looking for a way to make an impact and help people?
Join PacificSource and help our members access quality, affordable care!
PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.
Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.
Position Overview: Secure, build, and sustain positive working relations with key constituents including clients, brokers, vendors, and internal departments. Foster a partnership and enhance dialogue with clients, while acting as a subject matter expert. Assist large employer groups and brokers/consultants in building strategically designed benefit programs to support cost containment, quality care, wellness programs and compliance with legal and regulatory guidelines. Participate in the renewal process for assigned groups. Participate in the evaluation of, and responses to, requests for proposals for existing clients. Actively seek opportunities to sell other PacificSource services to current clients. Ensure existing clients are satisfied with and recognize the value offered by PacificSource.
Consult with clients to ensure they are informed regarding PacificSource products, administrative procedures, and legislative and compliance requirements.
Serve as a subject matter expert for benefits, compliance, and plan information. Communicate with clients, providers, PacificSource departments, and the Regional Manager to assure clear communication between all constituents.
Attend internal and external meetings as required.
Work to identify potential issues and seek resolution(s).
Liaison to outside vendors which provide services/products to our clients, including but not limited to PPO networks, Pharmacy Benefit Managers, disease management programs, and other ancillary programs.
Work with clients and consultants to develop the strategic direction of the clients' employee benefit plans. Create and help execute a roadmap to accomplish clients' goals.
Present and review client reporting package, identify trends, tools, and proposed course of action to help meet client goals
Review plan documents before delivery to ensure accuracy. Deliver and review the plan administrator manual, contract documents, amendments, benefit books, billing procedures, and other group information.
Follow up with consultant/brokers on renewal status, renewals rates, develop alternate or optional benefit quotes, as appropriate.
Determine reasons for client terminations and record information for team/executive review
Negotiate with consultants/brokers and group in order to renew accounts and maintain financials.
Participate in client group enrollment/employee benefit meetings, wellness/health fairs.
Prepare materials and presentations for meetings, with the assistance of the Client Service Representative. Conduct/participate in new group enrollment and orientation meetings.
Receive, analyze, and respond to client issues and assure timely, appropriate follow-up.
Serve as client contact and problem solver for a wide range of contract issues relating to medical, dental, pharmacy, and optional benefits;, supply requests; problem resolution; and claims issues.
Identify new selling opportunities for products sold or represented by PacificSource.
Represent PacificSource at community events and functions.
As requested, participate in and lead company benefit training programs.
Meet department and company performance and attendance expectations.
Perform other duties as assigned.
Work Experience: Minimum of five years of related experience in the health insurance industry or equivalent combination of education and experience. A thorough understanding of services and products, administrative procedures, government compliance, and the health insurance industry is preferred.
Education, Certificates, Licenses: BS in Business Administration or related field; or equivalent combination of education and experience is preferred. Current Life and Health Insurance License (or eligible to earn license.)
Knowledge: A thorough understanding of insurance products, contracts, administrative procedures, and the health insurance industry's legal and mandatory guidelines preferred. Ability to remain current on PacificSource administrative procedures and products, healthcare, and the health insurance industry. Excellent communication skills, both verbal and written. Ability to communicate effectively with all types of individuals. Excellent public relations skills and public speaking ability. Ability to effectively explain plans and administration to groups of varying educational backgrounds and familiarity with benefits. Ability to effectively communicate with various internal departments. Ability to provide prompt, professional, and courteous service to customers, producers, and PacificSource employees. Ability to work in a fast-paced environment, managing shifting priorities and multiple tasks simultaneously. Superior work leadership skills, including taking action without specific direction. Requires a high level of integrity and trust, given frequent exposure to confidential material. Demonstrated ability to remain resilient, flexible, and focused in a changing environment. Work autonomously and independently. Desire to learn new things, anticipate problems, and develop contingency plans to manage them. Travel, with some overnight visits required. Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
Becoming a Business Advisor
Building Trusting Relationships
Devising Sales Approaches and Solutions
Sustaining Customer Satisfaction
Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 40-50% of the time. Generally travel by automobile.
We are committed to doing the right thing.
We are one team working toward a common goal.
We are each responsible for customer service.
We practice open communication at all levels of the company to foster individual, team and company growth.
We actively participate in efforts to improve our many communities-internally and externally.
We encourage creativity, innovation, and the pursuit of excellence.
Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.
Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.