Marketing Service Representative

About the role

This position supports Sales Representatives or Account Management personnel in prospecting, acquiring, or renewing business. Duties vary by market and role type and may include processing quotes, building customer/broker relationships, resolving inquiries, preparing reports, and implementing new or renewal accounts with minimal travel.

Responsibilities

• Support Sales or Account Management teams to assist in prospecting, acquiring, or renewing business for medical and ancillary products.
• Intake and process new business quotes while coordinating with Account Management and Underwriting teams.
• Conduct research for prospective business as needed.
• Research and respond to customer, broker, or company representative inquiries; relay information to Sales or Account Management or respond directly.
• Manage communication campaigns with the sales team and clients to ensure timely messaging deployment.
• Cultivate cross-functional relationships to enhance client and business partner experiences.
• Evaluate internal/external inquiries (claims, data issues, reporting, sales campaigns, portal access, contracts, products, service issues) to determine next steps and resolve in a timely, professional manner.
• Coordinate meetings and gather data to create or maintain databases.
• Prepare documentation for prospective or existing customers and review submitted forms for completeness.
• Develop relationships with customer representatives.
• Communicate and interact effectively and professionally with coworkers, management, customers, and others.
• Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies, and other applicable policies.
• Maintain complete confidentiality of company business.
• Keep management informed of developments within assigned responsibilities and perform special projects as required.

Requirements

• Bachelor’s Degree and one (1) year of experience in a health insurance/healthcare service, sales, or marketing role involving initiative and decision-making, OR
• Five (5) years of experience in healthcare management in a marketing service representative role, OR
• Five (5) years of experience in sales/marketing or healthcare management/claims/provider service involving processing or coordination of services for healthcare clients.
• Must have State Insurance License(s) in Life & Health (L&H) or obtain within required time frame per state regulations.
• Strong organizational and decision-making skills with excellent written and verbal communication skills, including telephone skills.
• Ability to interact professionally with internal and external contacts.
• Proficient in Microsoft Excel, Word, PowerPoint, and Access.

Preferred Qualifications

• Health insurance/healthcare industry experience.
• Salesforce CRM experience.

Pay

$41,700.00 – $92,800.00; exact compensation may vary based on skills, experience, and location.

Schedule

Hybrid/flexible; in-office visibility three days per week, remote work two days per week. Relocation and sponsorship are not available.