Sales Executive - Coeur d'Alene (Remote)

Looking for a way to make an impact and help people?

Join PacificSource and help our members access quality, affordable care!

PacificSource is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths.

Essential Responsibilities:

• Target sales opportunities through area brokers by establishing strategic relationships through scheduled appointments, cold calls and industry events.
• Educate brokers on PacificSource products and services through verbal and written communication.
• Develop systems of communication with brokers to keep them current regulatory or legislative changes, underwriting methodologies, and new product/network arrangements. Document sales and pipeline activity in the PacificSource Health Plans, Client Relationship Management (CRM) system.
• Present annual renewals in written and verbal presentations.
• Follow up with agents on renewal rates from Underwriting, confirm and implement renewing plan design and rates.
• Track renewal, termination and negotiation likelihood activities in CRM.
• Consult with employers who contact PacificSource directly.
• Complete Proposal Request Forms, benefit designs strategy/configuration, and plan options on a timely basis.
• Deliver completed proposals and suggest additional plan/funding alternatives to agents as appropriate. Review new and renewing documentation to ensure enrollment and group set up accuracy.
• Educate brokers and employer groups of administrative processes and procedures, to include manuals, enrollment/billing , identification cards, etc. in the absence of the Service Representative.
• Work with Client Service Representative on new group enrollment and orientation meetings.
• Group benefit meetings include presentation of the group’s medical and optional benefits, administrative procedures, provider networks, and access to PacificSource for assistance.
• Assist Client Service Representative as needed to prepare materials and presentations for meetings. Work with Product Development Team to develop products, as needed.
• Lead/mentor Client Service Representatives and Sales Coordinators in management and retention of assigned books of business.

Supporting Responsibilities:

• Meet department and company performance and attendance expectations.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
• Perform other duties as assigned.

Work Experience: Minimum of three years health insurance background required. Minimum of two years sales and/or account management experience required.

Education, Certificates, Licenses: Department of Insurance Life and Health License. Requires high school diploma or equivalent. A Bachelor’s degree preferred.

Knowledge: Ability to gain a thorough understanding of PacificSource products, internal procedures, and the competitive environment. A working knowledge of underwriting and risk factors. Responsible to support the mission of PacificSource Health Plans, meeting departmental goals and performance standards. Timely and accurate response to client needs and requests. Responsible to represent the entire staff in the marketplace through expertise, reliability and professionalism. Prefer well developed relationships within the insurance community. Experience with office management and employee relations.

Competencies:

Assignment Management

Becoming a Business Advisor

Building Trusting Relationships

Devising Sales Approaches and Solutions

Marshaling Resources

Sales Disposition

Sustaining Customer Satisfaction

Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 40% of the time.

Skills:

Our Values

We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:

• We are committed to doing the right thing.
• We are one team working toward a common goal.
• We are each responsible for customer service.
• We practice open communication at all levels of the company to foster individual, team and company growth.
• We actively participate in efforts to improve our many communities-internally and externally.
• We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.
• We encourage creativity, innovation, and the pursuit of excellence.

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.