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.