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Post-Sales Client Support Specialist - Individual Sales

AT GeoBlue
GeoBlue

Post-Sales Client Support Specialist - Individual Sales

King of Prussia, PA

We are adding a Post-Sales Client Support Specialist to the Individual Sales Team! The Post-Sales Client Support Specialist's primary responsibility is to manage the experience for our broker and member population resulting in year-round retention. The Post-Sales Client Support Specialist will be accountable for member and broker satisfaction, problem resolution, and policy renewals.

Responsibilities:

  • Provide top notch client services for designated book of business to be composed primarily of Brokers, Blue plans, MGA's, high worth partners, and high value direct-to-consumer members.
  • Assist brokers/members with policy renewals and cancellation requests.
  • Track policies that are soon to be expired and contact brokers/members to assist with the renewal process.
  • Act as liaison between the broker/member and company to resolve escalated operational service issues regarding claims and assistance services.
  • Communicate with brokers/members through inbound and outbound phone calls and emails to provide timely updates and ensure resolution of escalations and inquiries.
  • Assist with the bi-weekly bounced premium report for non-VIP brokers/members to collect past-due premium.

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  • Participate in internal and external partner management meetings with operational teams to address specific cases and problem trends.
  • Provide recommendations and assist in the implementation of procedural and systems changes to ensure delivery of high-quality service and support to the book of business.
  • Promote the company's service standards and ensure the assigned book of businesses persistency.
  • Develop strong relationships with assigned clients, MGAs, Blue plans, and brokers.
  • Other duties as assigned.

Requirements:

  • Bachelor's degree or applicable work experience (at least three years health insurance experience as a Client Specialist or Account/Client Manager within the health insurance industry) required.
  • Must obtain health insurance sales license within first 90 days of the role.
  • Strong client services skills and ability to manage multiple clients and projects simultaneously.
  • Strong communication and presentation skills required, including confidence and composure when working with senior level audiences.
  • Ability to adapt to changing priorities. Ability to work both independently and as part of a team.
  • Self-motivated to perform work accurately, thoroughly, and on time.
  • Bilingual/Spanish speaking preferred but not required.
  • Experience in Microsoft Office Suite (i.e., Word, Excel, Outlook, and PowerPoint, Edge).
  • Employee is required to have at minimum an internet speed of 75 Mbps (standard high-speed internet access).

Working Conditions:

  • Flexibility to work in an office and/or at-home, remote office environment.


  • Schedule flexibility is occasionally necessary in this position. Individual may be required to attend key business/departmental meetings and/or perform certain business critical job functions outside of normal working hours.
  • Must be able to communicate internally and externally through receiving and responding to auditory and visual methods.

Competitive base pay starting at $52,073.00 per year.

Compensation is based on prior/relevant experience and skill level in a similar role.

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the

tasks that may be assigned.

Client-provided location(s): King of Prussia, PA, USA
Job ID: geoblue-533764
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA With Employer Contribution
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • Happy Hours
  • Vacation and Time Off

    • Leave of Absence
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement

    • Performance Bonus
    • 401(K)
  • Professional Development

    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program

Company Videos

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