Job title: Account Service Representative
Department: Sales Department
Reports to: Sales Manager
Vice President: Business Development
Nature of Work in this Position: The primary responsibility of this position is to support the Sales Manager in onboarding new groups and servicing a portfolio of prospective, new and existing clients. The role is responsible for maintaining organized and accurate group files and CRM records; preparing renewal proposal documents, assisting with presentations; cultivating strong business relationships. The representative ensures that client interactions reflect StayWell mission, vision, and values.
Illustrative Examples of Work:
Client Service & Relationship Management
- Respond to inquiries related to group insurance, policy details, membership cards, and other account-related matters.
- Build and maintain strong relationships with new clients and deepen engagement with existing clients.
- Gather client and prospect feedback and communicate insights to the Sales Manager.
- Conduct and assist with presentations for new groups and open enrollment sessions.
- Follow up with group points of contact to obtain signed contracts and renewals, ensuring timely submission.
Sales Support & Lead Management
- Actively generate new leads through cold calling and outreach efforts.
- Meet performance goals for lead generation and CRM activity.
- Research and qualify leads before routing them to the Sales Manager through the CRM system.
- Schedule sales meetings and coordinate related logistics.
Documentation & Proposal Preparation
- Maintain, organize, and update group files and CRM records, including contact information.
- Prepare renewal and proposal letters in a timely manner.
- Collect and distribute annual contracts for new and existing groups.
- Review and intake small group applications for accuracy and completeness; coordinate with clients and the Actuary team to resolve missing information.
- Gather group demographics and other required data to prepare accurate proposals.
Operational & Administrative Support
- Pick up and deliver account documents, payments, and marketing materials as needed.
- Assist with commercial group early refund distribution.
- Prepare and distribute annual corporate gifts.
- Support ongoing maintenance and updates of the CRM system.
- Performs related duties as required. (Related duties are duties that may not be specifically listed in the class specification or position description, but that are within the general occupational series and responsibility level typically associated with the employee’s class of work.)
Knowledge / Skills / Abilities:
- Significant organizational skills.
- Strong verbal and written communication.
- Attention to detail and quality focused.
- Ability to multi-task and manage time efficiently.
- Must Possess a strong understanding of time management skills
- motivated self-starter
- Ability to work independently and with a team
Minimum Experience and Training:
Any combination of education and experience providing the required skill and knowledge for successful performance would be qualifying. Typical qualifications would be equivalent to:
- A high school diploma or equivalent; College degree preferred
- Minimum one (1) year experience in office work
- Customer service experience desirable
- Proficient in the use of Microsoft Office (Excel, Word, PowerPoint, Outlook) and
- Computer literate (Windows).
Other Requirements:
- Valid driver's license
- use of personal vehicle
- Health Insurance Sub-Agent License ( hold a current license or obtain license or obtain license within first three months of hire)
Note: This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required by their supervisor.
This job entails access to PHI / ePHI data. Any personally identifiable health information, including genetic and demographic data, collected from an individual by a covered entity. This includes information related to an individual's past, present, or future physical or mental health, healthcare provision, or payment. PHI includes information like the patient's name or other identifiable data. It excludes information in education records and employment records held by a covered entity. PHI also excludes information related to individuals who have been deceased for more than 50 years. The hired individual is expected to maintain policies and procedures to ensure compliance with HIPPAA regulations in handling PHI/ePHI data.
Pay: $10.17 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
