Insurance Sales Representative / Account Manager, Mercycare - Day Shift

Mercy Health is seeking a motivated and detail-oriented Health Insurance Sales Representative/Account Manager to oversee client relationships within their health insurance portfolio. The role involves managing sales, customer service, and account management responsibilities to assist clients in selecting and managing health insurance plans.

Responsibilities

• Manage and maintain relationships, ongoing education and retention of MercyCare products and Mercy Health services to members, employer groups, and brokers
• Serve as the main contact for policy questions, renewals, plan documents, billing, and claims issues
• Manage retention and growth of existing accounts
• Position will be responsible for the sales of MercyCare products which include Commercial Group plans, individual/family plans, ICHRA’s, and ASO plans (Level Funded and Traditional ASO)
• Coordinate with insurance brokers, healthcare providers, and internal teams
• Prepare and present benefit plan information and renewal proposals
• Assist clients with enrollment processes and policy changes
• Resolve customer concerns and escalate complex issues when necessary
• Maintain accurate client records and documentation
• Stay updated on healthcare regulations, insurance laws, and industry trends
• Position will use work flows and communication plans to ensure timely, accurate renewal processing, service to customers, and agents to retain membership
• Manage internal plan build and renewal processes
• Position will track and review information continuously with the Director of Sales and Marketing
• Develop and execute marketing strategies
• A strong knowledge of MercyCare products and services is essential for this position
• Experience in level-funded and self-funded health insurance plans to businesses is preferred

Skills

• Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
• Wisconsin and/or Illinois Insurance Sales License
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
• Ability to write routine reports and correspondence
• Ability to speak effectively before groups of customers or employees of organization
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Ability to apply concepts of basic algebra and geometry
• Demonstrate ability to work with challenging situations to promote MercyCare
• Works well in group problem solving situations; Uses reason even when dealing with emotional topics
• Assesses own strengths and weaknesses; Strives to continuously build knowledge and skills; Shares expertise with others
• Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things
• Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings
• Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
• Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values
• Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity
• Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments
• Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Ability to deal with problems involving several concrete variables in standardized situations
• Knowledge of Goldmine or similar software Contact Management systems; excel Spreadsheet software and Word Processing software
• A strong knowledge of MercyCare products and services is essential for this position
• Experience in level-funded and self-funded health insurance plans to businesses

Benefits

• Medical, Dental, Vision
• Life & Disability Insurance
• FSA/HSA Options
• Generous, accruing paid time off
• Paid Parental and caregiver leave
• Career advancement and educational opportunities
• Tuition and certification reimbursement
• Certification Reimbursement
• Well-being Programs
• Employee Discounts
• On-Demand Pay
• Financial Education
• Annual recognition/awards events
• Partner appreciation days
• Family entertainment/attractions discount
• Community service/improvement opportunities

Company Overview