Sales Account Coordinator - Associate

Job Description:
Responsible for supporting and assisting the Account Managers in renewing large commercial and national accounts. Consistently provides superior service to clients, agents and members. Expert in system setup and liaison between Sales and other departments within Select Health.
This position is Monday-Friday 8:00-4:30MT

This position is hybrid-MWF work from home;
Tuesday and Thursday are onsite in the office at: 5381 S Green St, Murray, UT 84123

Business needs may need to go to events in evenings or weekends

BRAND PERSONA:
Consistently demonstrates brand persona of being a problem solver, competent, friendly and good communicator when interacting with clients, agents, consultants and internal Caregivers.

PROBLEM RESOLUTION:
Serves as a liaison in order to facilitate the prompt resolution of complex benefit, claims or enrollment issues for external, internal Groups/Clients. Handles service complaints referred by employer contacts, agents, or other internal customers. Keeps Account Manager informed of escalated issues and determines if the Manager needs to be involved to resolve issues. Manages the task resolution process in Salesforce by utilizing task management with other departments and complaint tasks to seek resolution to reoccurring issues.

OFFICE SUPPORT:
Answers Account Manager, Client, Broker & Internal Caregiver telephone calls/email during working hours. Subject matter expert in contacts within Select Health and liaison for Large Group Sales internally. Oversees the Business Continuity contact process ensuring group and agent contacts are identified for emergencies/disasters.

REPORTS/DATA/PROJECTS:
Assists in building and presenting membership reports. Responsible for other ad hoc reports as assigned. Oversees the setup of Agent/Group contact access to reports and Link system by working with IT to manage LDAP and contact information.

RENEWALS:
Directs/Initiates the renewal process for existing client groups by creating the renewal checklist to initiate the start of the renewal negotiations. Works with Account Manager to review group information and changes. Assists in the timely return of a signed 'Rate & Benefit Confirmation' sheet from the employer and/or agent. Organizes and coordinates the enrollment meetings of assigned client groups with Account Manager.

This includes the distribution of marketing literature, conducting enrollment meetings when Account Manager is unable, directing the internal enrollment process and coordinating the delivery of , member handbooks and contracts Understands the renewal process from start to finish and is responsible for coordinating all associated functions for assigned groups. Determination and entry of  holds on a group and reviewing for accuracy before releasing to Members.

Reviews and collects completed enrollment applications for new and renewing business. Coordinates the delivery of , Membership Guides, first month billings, and contracts. Directs the internal enrollment process to ensure the accurate and timely enrollment and administration of groups by coordinating the underwriting, enrollment, finance, and marketing functions. Maintains a working knowledge of the group information system in order to conduct final quality and accuracy review of information that has been entered.

Instructs and assists client administrators in enrollment (including SHOBE, EDI, or other electronic enrollment systems), billing reconciliation, contract compliance, and other identified areas.

MARKETING MATERIALS:
Orders and gathers marketing materials as well as promotional items and giveaways for meetings, public events etc. Avoids waste (quality and cost) by ensuring that orders for marketing materials accurately represent correct group plan and benefit information. Works as the liaison with Marketing to ensure all material is relevant and up to date. Provides high quality writing and editing of communications to Select Health clients.

Leads the role of group material translations from English to needed languages by overseeing the submittal process with the translation 3rd party company.

SALES SYSTEMS:
Is committed to building and directing accurate employer information in Salesforce to all departments within Select Health including but not limited to premium rates, benefits, eligibility, key contact information, unique arrangements and/or agreements etc. Ensures that the integrity of the information is uploaded to Salesforce correctly as this detail has a direct correlation to benefit set-up, Facets configuration, contract language etc.

The Account Coordinator also works assigned Salesforce queues and signs-off on all tasks in a timely manner. Account Coordinator is responsible for all data in Salesforce including but not limited to renewals, Enrollment tasks, contacts, change requests, contracts and data integrity.

CONTRACTS:
Assists in the issuance of accurate contracts (Execution Section Review), signed return of contracts and countersigned issuance of contracts…