Sales Assistant I

About the role

Provides internal administrative assistance to the Account Manager. Provides daily access for Agents, Group Administrators and Sales and Services staff by phone, email and in person. Provides administrative support necessary to meet sales and service objectives. This is a full-time hybrid position based in Portland, Oregon.

Responsibilities

• Supports Sales and Service objectives by preparing accompanying materials for the Account Managers, as needed; Provides back-up support for other Sales Assistants, as needed.
• Audit group renewal letters and ensures letters are mailed within the advance notice time frame, as outlined in contract.
• Pulls various Business Objects Reports, as assigned by Account Manager.
• Prepares internal and external correspondence for Sales and Services team (i.e., renewal paperwork, cancellation, and delinquency notices, etc.), as assigned.
• Acts as a liaison between various internal departments and the Account Manager when they are out of the office.
• Completes and submits appropriate Group Applications to Business Implementation Unit within three business days to ensure external timelines are met and or exceeded.
• Responds timely to high volume of emails and phone calls from external and internal clients; Provides excellent customer service.
• Prepares Welcome/Enrollment packets and group administrative kits, on as needed basis.
• Works efficiently in Facets, Agent Database, Business Objects, WiredEnroll and other systems.
• Acts as a liaison between callers and internal departments (Agent Desk, Membership Accounting, etc.).
• Supports department by preparing training materials; Reviews and provides feedback on assigned.
• Provides training and support for temporary and newly hired full-time Sales Assistants.
• Evaluates marketing materials, brochures, flyers, and other documents, as assigned.

Requirements

• At least 6 months office experience preferably in health insurance and/or employee benefits/administration field and/or sales and account management practice.
• Computer proficiency with Microsoft Office applications (Word, Excel, Power Point).
• Knowledge of health insurance business as it relates to contracts, state, and federal law.
• Understanding of systems regarding enrollment and eligibility, processing of claims, billing, customer service, and related information.
• Ability to learn underwriting policies and procedures for assistance with small and large groups
• Ability to work well under pressure with frequent interruptions and shifting priorities.
• Strong analytical, problem solving and decision-making skills.
• Ability to come in to work on time and daily; Overtime is evaluated and set during peak times
• Strong verbal, written and interpersonal communication skills.
• Maintains a valid driver’s license.
• Ability to handle a pushcart/hand truck and ability to lift boxes up to 40 lbs.
• Ability to be a self-motivator and work independently with little or no supervision.

Qualifications

Moda Health seeks to allow equal employment opportunities for all qualified persons without regard to race, religion, color, age, sex, sexual orientation, national origin, marital status, disability, veteran status or any other status protected by law. This is applicable to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absences, compensation, and training.

Skills

• Office experience in health insurance and/or employee benefits/administration field and/or sales and account management practice.
• Microsoft Office proficiency (Word, Excel, Power Point).
• Health insurance business knowledge.
• Understanding of enrollment and eligibility, claims processing, billing, customer service, and related systems.
• Underwriting policies and procedures.
• Problem-solving and decision-making skills.
• Customer service skills.
• Time management and prioritization skills.
• Self-motivation and independent work abilities.
• Valid driver's license.
• Physical ability to handle a pushcart/hand truck and lift up to 40 lbs.

Benefits

• Medical, Dental, Vision, Pharmacy, Life, & Disability
• 401K- Matching
• FSA
• Employee Assistance Program
• PTO and Company Paid Holidays