Sales Account Specialist, Queensbury

Job Title

Sales Account Specialist Job Description Summary

The Sales Account Specialist is responsible for coordination and execution of day-to-day operational support for the Large Group Sales team. This position is internally and externally facing and coordinates team events, monitors and responds to client and broker inquires, and conducts research to assist Sales with initiatives and programs.Job Description

Ensure timely and thorough execution of Retention Goals set by Sales Leadership

Answer and resolve all broker and group inquiries (e.g. billing, claims, membership services, escalated issues, etc.) in a timely manner

Maintain documentation of broker and group communication, current and previous issues, and issue resolution

Answer and resolve all group/broker questions on renewal materials (Benefit Confirmation, SBCs, and Benefit Summaries) and Medical Certificates

Collaborate with Key Account Consultants and Account Executives to align on group and broker needs

Coordinate execution, internal approval process (when applicable) and delivery of Commission Agreements, Performance Agreements, Schedule As, Data Agreements, etc.

Monitor and manage CRM input, reporting, and researching

Assist with inputting/updating group and broker information in CRM and ensure accurate and complete information is housed within the tool

Monitor and manage Sales territory and account data for cross functional reporting purposes

Coordinate team events, facilitate team meetings, and monitor and manage Hub for sales team communications

Conduct research, request and export reporting data and monitor and manage account data for external communications

Execute on strategy set forth by Sales Leadership and Client Services/Customer Retention Team

Coordinate and schedule all in person and virtual group/broker meetings

Participate in Benefit Fairs and Open Enrollment meetings

Prepare materials and coordinate supplies for external and internal meetings and presentations

Assist Benefit Education Team in scheduling and supporting external Benefit Education Meetings and Benefit Fairs

Present and engage in client service meetings and group/broker service and strategy meetings

Create and maintain relationships with groups/brokers and internal teams

Assist with ad hoc executive leadership projects and requests

Assisting Government Programs departments as necessary

Minimum Qualifications

Bachelor's Degree in related field or an equivalent combination of education and experience

Experience facilitating team meetings, focus groups, work processes, project meetings and diagnosing and developing solutions

Good business acumen and understanding of organizational issues and challenges

Strong client-service and results orientation

Influential, energetic, and enthusiastic with the drive, ambition and resilience to make things happen and deliver outstanding performance

Life and Health Insurance Producer License is required within 90 days of hire

Blue Cross and Blue Shield of Kansas City is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.