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:
Support Manley Services/PSA Operations and Sales & Service Departments as well as outside agents and new groups by assisting in the new and renewing group implementation process and providing accurate information and service. Ensure complete and accurate information to all internal and external customers.
Essential Responsibilities:
Participate in new and renewing group implementations and mid-year changes utilizing the Plan-Changes Help Desk system/processes.
Work with both the Sales and Springfield Operations teams to ensure accurate, thorough, and consistent installation and set up of new and renewing groups.
Support the process through department and individual accountability and ongoing review and maintenance.
Work closely with Department Manager and Team Leads in the Springfield office to ensure smooth workflow, accountability, and communication.
Support internal Operations Staff on processes as needed. Working closely with Springfield Operations, process Non-Discrimination Testing for all FSA and HRA groups in a timely manner per company policy and schedule.
Under the direct supervision of department manager, process the creation of, updates to, and maintenance and delivery of group plan documents and administrative agreements for all plan types, including adoption agreements, model plan documents, summary plan descriptions, and amendments per company policy and schedule.
Generate letters, memos, reports, and other documents as needed.
Ensure consistency, grammar, spelling, accuracy, and style. Attend and participate in daily/weekly/monthly Manley/PSA Operations, Sales & Service meetings.
Perform recurring analysis of New Sales and Client Retention metrics, create and present data, and analysis reports as needed.
Assist Sales Assistant with maintenance of RFP Log.
Under direct supervision of Operations, Sales & Service Manager, prepare client renewals for FSA/HRA/TRN and COBRA plans and deliver on schedule.
Conduct monitoring / tracking of all renewals back from clients.
Process quarterly broker/agent commission reports and submit for review/approval for disbursement.
Provide back-up to Department Sales Assistant as necessary.
Supporting Responsibilities:
Meet department and company performance and attendance expectations.
Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
Complete special projects and perform other duties as assigned.
Work Experience: Five years group benefits background in sales, service, or operations - preferably with specific FSA, HRA, and COBRA experience.
Education, Certificates, Licenses: High school diploma or equivalent required. College degree preferred.
Knowledge:
Intermediate or Advanced skill level with use of Microsoft Office programs.
Knowledge of Manley/PacificSource products and services and applicable laws.
Responsible to support the mission of Manley Services/PSA and PacificSource Health Plans, meet departmental goals and performance standards.
Timely and accurate response to internal and external needs and requests.
Ability to consistently provide excellent customer service to internal and external customers.
Excellent communication skills and grammar, both written and verbal.
Competencies
Building Customer Loyalty
Building Strategic Work Relationships
Contributing to Team Success
Planning and Organizing
Continuous Improvement
Adaptability
Building Trust
Work Standards
Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 5% of the time.
Our Values
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.
We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.
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.
