Sales Account Specialist

Guided by our core values and commitment to your success, we provide health, financial and lifestyle benefits to ensure a best-in-class employee experience.  Some of our offerings include:

• Highly competitive total rewards package, including comprehensive medical, dental and vision benefits as well as a 401(k) plan that both the employee and employer contribute

• Annual incentive bonus plan based on company achievement of goals

• Time away from work including paid holidays, paid time off and volunteer time off

• Professional development courses, mentorship opportunities, and tuition reimbursement program

• Paid parental leave and adoption leave with adoption financial assistance

• Employee discount program

Job Description Summary:

Job Description

• Ensure timely and thorough execution of Retention Goals set by Sales Leadership

• Answer and resolve all broker and group inquiries (e.g. billing, claims, membership services, escalated issues, etc.) in a timely manner

• Maintain documentation of broker and group communication, current and previous issues, and issue resolution

• Answer and resolve all group/broker questions on renewal materials (Benefit Confirmation, SBCs, and Benefit Summaries) and Medical Certificates

• Collaborate with Key Account Consultants and Account Executives to align on group and broker needs

• Coordinate execution, internal approval process (when applicable) and delivery of Commission Agreements, Performance Agreements, Schedule As, Data Agreements, etc.

• Monitor and manage CRM input, reporting, and researching,

• Assist with inputting/updating group and broker information in CRM and ensure accurate and complete information is housed within the tool  

• Monitor and manage Sales territory and account data for cross functional reporting purposes

• Coordinate team events, facilitate team meetings, and monitor and manage Hub for sales team communications

• Conduct research, request and export reporting data and monitor and manage account data for external communications

• Execute on strategy set forth by Sales Leadership and Client Services/Customer Retention Team

• Coordinate and schedule all in person and virtual group/broker meetings

• Participate in Benefit Fairs and Open Enrollment meetings

• Prepare materials and coordinate supplies for external and internal meetings and presentations

• Assist Benefit Education Team in scheduling and supporting external Benefit Education Meetings and Benefit Fairs

• Present and engage in client service meetings and group/broker service and strategy meetings

• Create and maintain relationships with groups/brokers and internal teams

• Assist with ad hoc executive leadership projects and requests

• Assisting Government Programs departments as necessary

Minimum Qualifications

• Bachelor's Degree in related field or an equivalent combination of education and experience

• Experience facilitating team meetings, focus groups, work processes, project meetings and diagnosing and developing solutions

• Good business acumen and understanding of organizational issues and challenges

• Strong client-service and results orientation

• Influential, energetic, and enthusiastic with the drive, ambition and resilience to make things happen and deliver outstanding performance

• Life and Health Insurance Producer License is required within 90 days of hire

Blue Cross and Blue Shield of Kansas City is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.