Maintains Sales force Client Pipeline to manage Client interactions, track progress of strategic campaigns, and provide market intelligence.
Assists employers and brokers with resolution of issues by phone, e-mail and/or face-to-face meeting regarding benefits, eligibility, claims, billing, renewals, negotiations, additional plan options, and existing plan changes (new locations, divisions, etc.).
Establishes and maintains positive relationships with employers, brokers, and Account Executives.
Provides outstanding customer service while managing accounts with the ability to de-escalate situations and knowing when to escalate situations.
Coordinates and conducts oral presentations for new and current clients, including open enrollment meetings and orientations and preparing collateral materials.
Performs proactive customer service phone calls and site visits dependent on client's needs.
Proactively promotes products and services, solicits referrals for HMAA, and refers clients appropriately for up selling opportunities.
Excellent customer service, sales-oriented, organizational, interpersonal, time management, and verbal and written communication skills
Detail-oriented and able to consistently meet deadlines Required.
Read and comprehend reference materials related to health insurance and write detailed correspondence.
Effectively present information in one-on-one and small group situations to customers, clients, Senior Management and other employees of the Company.
Solve practical problems and interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Work independently and in a team, environment.
Intermediate-level proficiency in Microsoft Word and Excel
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