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Client Account Support Associate at NJ in ABC at Collabera

Date Posted: 9/22/2018

Job Snapshot

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Job Description

• This position is a key part of the Sales Team responsible for supporting various aspects of the sales process including but not limited to producing compliant benefit summaries and managing the hand-off process to implementation for new and renewing cases. This person will be the liaison between the Sales team and internal partners (e.g. Admin Staff, Implementation, Commissions). The role will also have external facing responsibilities with Clients and Brokers providing back-up support to the Sales team on escalated issues. This person must be capable of working independently while demonstrating sound judgment.
• The first primary responsibility for this position is to produce benefit summaries for prospects, new business and renewals. This task requires knowledge and understanding of Client products – Self-Funded and Fully Insured as well as platform administration. It also requires knowledge of state mandates and federal regulations (PPACA related). Knowledge of current tools is also critical. Attention to detail, accuracy and ability to work under tight time constraints are necessary.
• The second primary responsibility is to manage the hand-off to case installation for new and renewing business to ensure a smooth implementation. This entails collaborating with the Sales team upon sale / renewal to understand what products, benefits and services have been sold. Based on that, this person determines which processes and forms are required and manages the process to ensure everything is completed timely and accurately. This could entail initiating the appointment process for new brokers, acting as the point person for Implementation on outstanding items / questions, attending the Expert Meetings and New Client Welcome Calls as well as following-up with the Commissions Team to ensure timely first payments for new cases or new brokers.
• This position is also responsible for initiating the quote process for any product or service up-sells on existing business.
• And finally, this position is expected to serve as a back-up to the Sales team on escalated issues while they are out of the office. This person must be professional and knowledgeable, able to answer general and case-specific questions.
• Benefit Administration
o Produce and maintain benefit summary templates
o Produce benefit summaries for prospects, new business and renewals
o Partner with the NBM and/or CM to ensure that the Clients’ needs / expectations are met
o Partner with Product and Compliance on issues as needed
o Stay current with case installation requirements / changes and sales tools
• Case Installation
o Partner with NBM and/or CM to initiate case set-up after case sells / renews
o Identify / own the required paperwork / forms for installation of new business / renewals while ensuring accuracy and completeness
o Provide the hand-off of case related paperwork to the Implementation Team to begin case installation
o Monitor the sales timeline to ensure adherence
o Coordinate with Admin staff on producing / printing /ordering /assembling of Client materials such as enrollments kits
o Proactively follow-up with Client and /or Broker on any missing / incomplete information
o Build relationships with Client and /or Broker to enhance the Client experience
• New Business / Mid-Year / Renewal Packages
o Partner with NBM /CM to support completion of packages / CPP
o Translate process needs to identify tasks and package components (Cover Sheet, Executive Summary, and perform compare)
o Coordinate with Admin staff on producing / printing /assembling packages
o Accept hand-off of Mid-Year / Renewal Packages from Admin when outliers are identified and validate / resolve prior to CM review
o Accept hand-off of renewal rate confirmations from Admin when variances are identified and validate / resolve prior to CM review
• Initiate dental / CGI quote for up-sell on renewal as requested by CM or as defined by market strategy
o Add dental product to medical quote in SFDC
o Order required reports from RSU
o Coordinate the hand-off to Dental / CGI UW
o Notify Medical UW and CM when quote request is complete so that CM / UW can assume responsibility
o Support inclusion of these additional products in the renewal package as necessary
• Internal Support
o Coordinate with Commissions Team to ensure timely payments to Brokers
o Handle Broker onboarding by initiating evites
o Act as back-up / point person for NBM / CM for Client and /or Broker questions
o Act as a resource to Manager / others on special projects
o Provide out-of-office support as needed

• BA/BS or directly related work experience in lieu of degree
• Demonstrated knowledge of health insurance or employee benefit experience
• Ability to work independently as well as in a team environment and proactively with internal and external partners
• Ability to consistently meet tight deadlines and work under pressure
• Excellent communication, organization and presentation skills
• Ability to quickly understand the Clients’ needs and expectations
• Strong working knowledge of Outlook, Word, Excel, PowerPoint is required

Job Requirements

Outlook, Word, Excel, PowerPoint
health insurance or employee benefit experience