Account Executive - Inside Team - Full-time / Part-time

This team’s objective is to support small businesses, working with business owners, plan administrators and insurance Brokers, promoting HSRI and assisting them navigating the system to effectively utilize HSRI to offer health and dental coverage to their employees.

The inside Business Engagement Specialist will work in a call center environment, with external small business customers over the phone as well as via email. Specific responsibilities include prospecting and appointment setting, quoting group rates using excel, assisting with completion of Employer Group Applications, employee enrollments, billing and enrollment issue resolution, and fielding plan, coverage, billing and eligibility inquiries.

Successful applicants will have excellent written and verbal communication and presentation skills; good problem-solving skills, a strong working knowledge of the MicroSoft suite of products; proven success in working as a team player, the ability to successfully multi-task; must be adaptable to change and have a high energy level. A college degree is preferred, along with previous experience working with in the health insurance industry.

Position Activities

• Act on leads by meeting/training companies for the purpose of registering new accounts, working with the external broker, as necessary

• Use existing training/meeting materials and populate with customer specific data to be used at educational meetings

• Prospect for potential new business accounts

• Educate employers about the features and benefits of the HSRI exchange

• Educate employees about potential tax credit eligibility

• Using information obtained from an employer, assist employer with completion of group applications, obtain group census, tax and wage, and develop rates

• Train the small business on the billing process

• Field plan, coverage, billing and eligibility inquiries

• Responsible for ongoing account management including group renewal

• Enroll sole proprietors

• Field / assist with enrollment and billing issues as well as direct accounts/employees to the inside Specialist for assistance with service issues

• Assist external brokers/ business with enrollment activities/guidelines such as adds, terminations, qualified events, etc.

• Analyze their individual account activity against their objective and develop a plan to manage the gap, if any

• Retain and service the new account, including all activities related to the renewal process

• Ensure all new account and retention goals are achieved

• Track all customer interactions through bConnected CRM

• Assist with Special Projects, as needed

Minimum Requirements

• Position Requirements
  
  • Must possess high level business professional skills, polish, with the ability to engage businesses / employer groups, and educate companies on the benefits of utilizing HSRI, as well as continuing with HSRI at renewal
  
  • Superior communication skills required, both written and verbal
  
  • Strong customer service skills (add this one)
  
  • Ability to work well in a structured, call center environment (add this one)
  
  • Excellent presentation skills required
  
  • Individual performance, must be a highly motivated self- starter
  
  • Ability to relate to an employer’s objectives and develop a plan to register the company with HSRI
  
  • Must be able to develop and strengthen relationships with the broker (if applicable), business owner, as well as the company employees
  
  • Ability to educate the business community and increase their participation in HSRI is a priority focus
  
  • Ability to ensure that all enrollment training programs are positive experiences for the business community learners, increase knowledge and/or capability, change and improve behaviors and applicable attitudes and improve overall business performance functionally and financially
  
  • Must be able to lead meetings and all enrollment activities with participants from the business and external broker community
  
  • Must be an excellent problem solver
  
  • Accuracy and attention to details is a must (add this one)
  
  • Must be expertly proficient in use MS Office (especially Excel), and be able to learn bConnected
  
  • Reasoning skills to ensure appropriate creation and documentation of account activity
  
  • Ability to provide the business owner with leadership skills to enhance his health and dental benefit program
  
  • Manage multiple activities with many accounts simultaneously
  
  • Must be able to work effectively in teams as well as independently, with little supervision
  
  • Ability to work within set timeframes and deadlines
  
  • Must be adaptable to dynamic environments and project variables
  
  • Must have a high energy level and a positive, can do attitude
  
  • Must have positive attitude and adapt well to change
  
  Experience and Education
  
  • College degree preferred, high school diploma required
  
  • Experience in the health insurance field required
  
  • Health Insurance Broker or Carrier experience preferred
  
  • Previous outside B2B and B2C education experience preferred, including demonstrated ability to meet assigned goals
  
  • Customer care / customer service experience