Client Relationship Executive Level I

Job Description Summary:

Generates renewal sales in the 2 to 99 group market, non-group, life and ancillary product lines of business per established production goals. Groups of 25 require direct management oversight.
Maintains a high level of persistency throughout various lines of business.
Assists in the development and implementation of renewal sales/corporate goals.
Provides continued service to enrolled group, non-group and ancillary product subscribers in a timely and professional manner.
Provides input to management as to customer needs and wants, competitive activity, market conditions and the delivery of products in terms of claims processing, billing and customer service at the local account/subscriber level.

Job Description:

GENERAL PURPOSE

Under general supervision:

• Generates renewal sales in the 2 to 99 group market, non-group, life and ancillary product lines of business per established production goals. Groups of 25 require direct management oversight.
• Maintains a high level of persistency throughout various lines of business.
• Assists in the development and implementation of renewal sales/corporate goals.
• Provides continued service to enrolled group, non-group and ancillary product subscribers in a timely and professional manner.
• Provides input to management as to customer needs and wants, competitive activity, market conditions and the delivery of products in terms of claims processing, billing and customer service at the local account/subscriber level.

ESSENTIAL DUTIES/RESPONSIBILITIES

• Works toward quality initiatives.
• Updates the prospecting database satisfactorily for each call (renewal, service and otherwise) made during the course of business, and submits to the home office completed Weekly Call Summary, prospecting and pipeline reports on a timely basis. Activity reports must be entered into the Consumer Relationship Management system weekly.
• Conducts outside renewal sales and provides continued service to clients via telephone and on-site visits.
• Represents BCBSWY to the community at large in a professional manner and in accordance with corporate guidelines at all times.
• Develops expert knowledge of the features, benefits, and advantages of group, non-group, life and ancillary products in order to professionally and effectively present them to business owners and key decision-makers.
• Possesses an understanding and working knowledge of the contents of group and non-group contracts both as to benefit administration and the legal requirements and obligations under which we operate as found in the Group Master/Benefit Booklet.
• Conducts outside renewal sales activities in accordance with the current eligibility and underwriting guidelines as set forth in the Underwriting Manual and completes all Group Renewals and Compliance paperwork on a timely basis.
• Attends meetings and training sessions as scheduled by management.
• Works in a professional manner with agents and brokers appointed by BCBSWY in assigned district.
• Assists as needed to ensure Member Center is staffed appropriately to provide service to prospects and subscribers.
• Meets established production goals by utilizing effective sales techniques and on-site visits.

• Completes all planning, reports and assignments on a timely basis with skill to provide meaningful input and positive direction.
• Strives to accomplish plans and goals as developed.
• Will utilize best efforts to meet the goals assigned for production and persistency in each district.
• Will assist in ensuring that appointed agents and brokers are representing BCBSWY in a manner consistent with corporate objectives.

OTHER DUTIES/RESPONSIBILITIES

Other duties as assigned.

SUPERVISORY DUTIES

None

JOB QUALIFICATIONS

KNOWLEDGE, SKILL & ABILITY:

Ability to retain existing group, non-group, and allied lines of business for BCBSWY through effective use of verbal and written communication skills, sales technique and a thorough knowledge of those products offered by BCBSWY and those of our competitors.

EDUCATION, LICENSURE, OR FORMAL TRAINING:

Bachelor’s Degree (typically in Marketing or Sales). Commensurate experience may be considered in lieu of degree. Must be currently licensed to sell health insurance in Wyoming, or able to obtain license in 3 months. Current, valid driver’s license required.

EXPERIENCE:

Four months to one year of work experience, typically in customer relations required.

MATERIAL AND EQUIPMENT DIRECTLY USED:

Automobile, PC and associated word processing, database and spreadsheet programs.

WORKING ENVIRONMENT/PHYSICAL ACTIVITIES:

Works in an open office environment. Job activities include public speaking, driving, writing, typing, use of a calculator. Moderate to high stress with defined performance goals. Automobile travel is required, some overnight stays required.

ACCESS TO PROTECTED HEALTH INFORMATION (PHI)

Access is broad due to job function requirement of responding to the needs of the client. PHI located in the processing system is limited. Attains information provided by other departments that is integral to job functions.

Blue Cross Blue Shield of Wyoming is an EOE, M/F/Vet/Disabled employer. Blue Cross Blue Shield of Wyoming uses
E-Verify to confirm employment eligibility.

Equal Opportunity is the Law

EEO is the Law Supplement

IER Right to Work

FMLA

E-Verify

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