Sales Client Service Specialist

Key Responsibilities

• Serve as a primary day-to-day contact for clients, brokers, consultants, members, and internal business partners.
• Deliver exceptional service through timely, accurate, and professional responses to inquiries and service requests.
• Coincide with internal departments to resolve member, client, and broker issues and ensure successful outcomes.
• Build and maintain strong working relationships with clients, brokers, consultants, and internal stakeholders.
• Escalate emerging issues, risks, or opportunities to Account Managers and leadership as appropriate.

Account Management & Renewal Support

• Partner with Account Managers to support client retention and growth strategies.
• Coordinate and manage renewal-related activities, including: Distribution and collection of renewal verification forms. Preparation and submission of underwriting requests. Documentation of benefit and plan design changes. Coordination of information necessary for accurate renewal development.
• Aid in preparing client-facing materials, presentations, proposals, and plan comparisons.
• Support implementation of plan and network alternatives that align with client needs and business objectives.

Reporting, Analytics & Administration

• Set up standard utilization reports and respond to routine client reporting requests.
• Investigate and resolve data discrepancies to ensure reporting accuracy and completeness.
• Maintain accurate client records, databases, files, and documentation.
• Prepare Summary of Benefits and Coverage (SBCs), plan documents, and other client deliverables in a timely and accurate manner.
• Ensure compliance with documentation and recordkeeping requirements.

Client Engagement & Representation

• Participate in client meetings, open enrollment events, health fairs, and other customer-facing engagements.
• Present HealthPartners products, benefits, and service information to clients, members, consultants and brokers.
• Contribute to internal team meetings and collaborative initiatives focused on enhancing client service and operational effectiveness.

Professional Development & Industry Knowledge

• Maintain a working knowledge of HealthPartners products, services, plans, and administrative processes.
• Stay informed of industry trends, regulatory requirements, and healthcare market developments.
• Continuously develop skills and knowledge to enhance service delivery and support business goals.

Success Factors

• Exceptional customer service and relationship-building skills.
• Strong verbal, written, and presentation communication abilities.
• Attention to detail and commitment to accuracy.
• Problem-solving and issue-resolution capabilities.
• Organizational and project coordination skills.
• Ability to manage multiple priorities and deadlines effectively.
• Accountability, responsiveness, and follow-through.
• Collaboration and teamwork across diverse stakeholder groups.
• Adaptability in a fast-paced, evolving environment.

Qualifications

• Postsecondary education required; Bachelor's degree preferred.
• Two (2) or more years of experience in customer service, client service, account support, sales support, insurance operations, or a related field.
• Ability to obtain a Minnesota insurance license within three months of hire.
• Demonstrated professional written, verbal, and presentation communication skills.
• Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Demonstrated ability to work independently while contributing effectively within a team environment.
• Current, valid, unrestricted driver's license in state of residence free of major traffic violations or a pattern of repeated violations for the last 3 years with access to a reliable, insured vehicle.
• Ability to execute a confidential information & non-solicitation agreement upon hire.