Wellmark Blue Cross and Blue Shield · 15 hours ago
Account Manager Associate
Wellmark, Inc. is a mutual insurance company focused on the well-being of its members. The Account Manager Associate will participate in an onboarding program, learn consultative selling techniques, and contribute to membership retention while developing a deep understanding of customer needs and the health insurance industry.
Financial ServicesHealth InsuranceInsurancePersonal Health
Responsibilities
Responsible for developing a deep understanding of the distribution strategy and health insurance industry through the established on-boarding program for the role
Partner closely with account teams, fostering a deep understanding of the intricacies within each business segment, internal operational workflows, and overarching expectations
Tailor strategies and solutions to meet and exceed customer needs and desires, thereby cultivating an effective and memorable customer experience
Partner with assigned Account Managers to consult and conduct needs analysis to identify coverage alternatives which may be better suited to the customer's changing needs, information, or educational needs of the customer, as well as opportunities to layer additional benefits through ancillary cross selling efforts
Play effective presentation skills and be prepared to present proposals, recommendations, and education to customers
This will include attending and actively participating in consultative sales training
Complete AMA trainings and assignments, as well as annual employee online training certifications, as applicable
Develop and maintain business plans as a strategic advantage
Business plans should include strategies for renewal, expected obstacles and contract/topics you will discuss throughout sales cycle
Support the internal account service team whom they partner with to service accounts and delegates work appropriately to ensure customer needs are effectively met
Seek to understand customer inquiries, by way of research and resolution of inquiries from customers and agents
Reinforce the customer experience with customers/agents by providing prompt, courteous and accurate responses to customers and/or agents
Develop and enhance the customer experience
Be a thoughtful advisor and strategic consultant for your customers
Through regular/in-person customer interactions and by participation in renewal activities, enhance their Wellmark experience by emphasizing our value proposition
Understand customer/consultant specific business plans focused on customer needs and appropriate consultative activities to support renewal and retention of business
Document and analyze account information and activities in CRM in a timely manner and complete other reports as required
Share key information with leadership, account manager and other internal stakeholders
Understand what data is available and important to our customers and assist in preparing recommendations in order to address customer issues and provide a timely, accurate and appropriately detailed explanation to the customer
Other duties as assigned
Qualification
Required
Bachelor's Degree or direct and applicable work experience
3+ years of experience working in customer/client facing roles, preferably in a corporate financial services or insurance environment. Demonstrated success building relationships, influencing decisions, developing actionable solutions, and promoting collaboration and teamwork
Life and Health Insurance license required within 60 days of hire
Critical thinking and problem-solving skills. Natural curiosity, business intuition, and financial acumen
Strong communication and presentation skills (i.e. written, verbal, virtual, phone, in-person, etc.) with the ability to effectively communicate with varying levels of staff, leadership, and external clients. This includes both small group (i.e. client/consulting meetings) and large group (i.e. open enrollment meetings)
Proven experience managing multiple tasks, prioritizing, and organizing work, and meeting deadlines. Effective working under pressure while remaining flexible, adaptable, open to feedback, and professional during unanticipated setbacks
Proactive, self-starter able to work independently
Proficient with the Microsoft Office suite. Aptitude to learn new technology quickly. Valid Driver's License with moderate travel
Preferred
General knowledge of insurance principles
Company
Wellmark Blue Cross and Blue Shield
Wellmark Blue Cross and Blue Shield and its subsidiaries provide health coverage to more than 2 million members in Iowa and South Dakota.
Funding
Current Stage
Late StageLeadership Team
Recent News
2022-02-18
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