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Excellus BCBS · 1 week ago

Mid-Large Group Account Sales Consultant I (Rochester Territory)

Rochester, NY

Full-time

Hybrid

Mid, Senior Level

$62K/yr - $96K/yr

2+ years exp

Excellus BCBS is seeking a Mid-Large Group Account Sales Consultant I to manage a book of business in the Rochester territory. The role involves prospecting new sales, providing service solutions for existing accounts, and conducting meetings to educate clients on benefits and plans.

Health CareHealth InsuranceNon Profit

Work & Life Balance

Responsibilities

Establishes, develops, and maintains positive business relationships with prospective and current clients, brokers, and internal department contacts

Researches accounts and generates or follows through on sales leads. Coordinates sales effort with team members and other departments

Performs cost-benefit and needs analysis of existing/potential customers to meet their needs. Accounts will typically have less complex financial arrangements and will be predominantly Health Plan based employee populations

Responsible for providing solutions to groups to meet those needs to ensure account satisfaction

Conducts open enrollment meetings with broker partners and group representatives to review existing benefits and educate/update on new benefits ensuring an appropriate comprehension level of benefits for assigned groups and their employees. This includes any plan changes, mandates, rates, billing procedures, and enrollment procedures

Conducts regularly scheduled meetings (monthly/quarterly) with broker partners for training and informational purposes

Expedites the resolution of customer problems and complaints to maximize satisfaction. Works with appropriate internal departments in order to deliver proper responses

Responsible for maintaining client detail (existing, at risk, etc.) and prospect history. Submits reports to management on customer needs, problems, interests, and competitive activities keeping them advised of significant developments in their book of business

Prepares and participates in educational programs such as health fairs and Wellness seminars. Keeps abreast of best practices and promotional trends

Attends meetings, sales events, and trainings to keep abreast of the latest corporate, national, and legislative developments impacting the delivery of health care benefits

Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs

Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures

Regular and reliable attendance is expected and required

Performs other functions as assigned by management

Manages more complex relationships involving group leaders, brokers, senior management, and internal departments. Accounts will typically require more complex/strategic financial arrangements

Mentors newer account consultants/service reps

Proactively seeks participation in internal projects

Stands in for management when meetings are delegated

Qualification

NYS AccidentHealth LicenseDirect sales experienceHealth insurance knowledgeAnalytical skillsPresentation skillsBusiness acumenRelationship buildingCommunication skillsMentoring skills

Required

Valid NYS Accident and Health License is required within six months of employment

Highly motivated and target driven with two (2) or more years of experience in direct sales

Proven ability to build productive professional relationships

Strong business acumen with ability to explain and answer questions about the financial aspects of rate determination, renewal, and underwriting to clients

Ability to create and deliver presentations tailored to the audience needs

Familiarity with different sales techniques and pipeline management, as well as best practices in maintaining account details

Excellent oral and written communication skills and the ability to deal effectively and professionally with all levels of account management and personnel

Ability to adapt and respond to the diverse and unexpected situations normally encountered in marketing and service occupations

Ability to travel across the Health Plan service region for presentations, meetings, and/or trainings as needed

Ability to work while sitting and/or standing at a workstation viewing a computer and using a keyboard, mouse and/or phone for three (3) or more hours at a time

May be required to transport sales collateral/materials to and from meetings/events

Preferred

Health insurance sales and/or industry experience beneficial

A proven track record of four (4) or more years in direct sales

Health insurance sales and/or industry experience desired

Exceptional analytical/problem-solving skills

Demonstrated mentoring/leadership skills

Benefits

Participation in group health and/or dental insurance

Retirement plan

Wellness program

Paid time away from work

Paid holidays

Company

Excellus BCBS

Glassdoor4.0

Excellus BlueCross BlueShield, a nonprofit independent licensee of the BlueCross BlueShield Association, is part of a family of companies that finances and delivers vital health care services to about 1.5 million people across upstate New York.

Founded in 1932

Rochester, New York, USA

5001-10000 employees