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Account Management Executive - Business Development - Tech Way - Day Shift - Full Time

Job ID JR157456 Date posted 01/10/2025
San Diego, California
  • Tech Way
  • Day
  • Regular
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Responsibilities

Hours:

Shift Start Time:

Not Specified

Shift End Time:

Not Specified

AWS Hours Requirement:

8/40 - 8 Hour Shift

Additional Shift Information:

Weekend Requirements:

As Needed

On-Call Required:

No

Hourly Pay Range (Minimum - Midpoint - Maximum):

$41.432 - $53.460 - $65.489


The stated pay scale reflects the range that Sharp reasonably expects to pay for this position.  The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices.



What You Will Do
Performs essential account service and retention functions for Sharp Health Plan large group commercial group insurance products. Interacts with brokers and employer group contacts to renew commercial group insurance products, implement benefit enrollment and education following sale, and retain customers through superior service and support. Interfaces, troubleshoots, and problem solves inter-departmentally as well as with other Sharp HealthCare entity contacts.

Preferred Qualifications

  • H.S. Diploma or Equivalent
  • Bachelor's Degree
  • 1 Year experience in sales or account management in the health plan/insurance industry.
  • Life Agent license, California - CA Department of Insurance -PREFERRED


Essential Functions

  • Completes administrative responsibilities
    Generates and produces monthly retention and business activity reports as required.
    Prepares and submits expense reports according to established policies and procedures.
  • Completes other duties as assigned
    Participates in special projects and other duties as assigned. These may include, but are not limited to, work groups, proposals, audits and back-up support for other departments.
  • Maintain account management process
    Successfully manages broker and employer group relationships for in-force large group accounts.
    Maintains call logs and various documentations of customer contacts (e.g., telephone, email, face to face meetings, activity tracking reports). Tracks and trends problems to identify target areas where Plan processes and policies and procedures can be improved.
    At a minimum, meets established turnaround times and deadlines for renewal group premium quotes (in conjunction, cooperation, and collaboration with Underwriting Department).
    Works toward increasing penetration (growth) within eligible subscribers and dependents via establishment and maintenance of an active business relationship with employer accounts by continually assessing their needs, responding to those needs, and quantifying satisfaction levels through scheduled surveys.
    Under little or no supervision, plans and organizes new and renewing group installations and open enrollments. Responsibilities include but are not limited to oral presentations, collateral development, coordination of enrollment processes (e.g., delivery of ID cards, benefit matrices, billing statements, and employer/broker agreements) and interfacing with various Sharp Health Plan departments.
    Serves as a resource to employer groups on improved benefit designs and value-added services.
    Establishes and maintains knowledge of and supports employer group causes and activities (e.g., fundraisers, holiday events, promotional programs, etc.).
    Provides information and education regarding available products and services to brokers and agents to support sales and retention goals.
    Maintains documentation via activity tracking on the Salesforce program as appropriate, reports of scheduled customer contacts via telephone, and/or on-site visits.
  • Maintain competitor intelligence and monitoring process
    Develops and maintains a process for obtaining and providing feedback to Sharp Health Plan and/or external entities regarding the development and implementation of new products, presentation strategies, and proposal materials.
    Establishes and maintains current knowledge base of competitor products, strategies, and other sales and services activities that may have an effect on Sharp Health Plan sales activities.
  • Provides internal and external customer service
    Provides prompt, accurate and excellent services to internal and external customers. Develops solid professional working relationships with various internal departments and units and as required, vendors, providers, employers, brokers and/or other customers.


Knowledge, Skills, and Abilities

  • Knowledge of Managed Care (HMO) and indemnity products, benefits, services, policies, financing, and underwriting procedures preferred.
  • Excellent oral and written communication skills.
  • Problem solving (cause/effect) capabilities with experience in developing and executing task-oriented action plans.
  • Interpersonal skills that promote positive interaction with corporate customers, employee associations, community brokers, and HMO provider-group leadership.
  • Basic computer literacy (i.e., Microsoft Office (Word, Excel, PowerPoint) and Email).
  • Excellent time management and prioritization skills.

Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class

Life Agent license, California - CA Department of Insurance; Bachelor's Degree; H.S. Diploma or Equivalent
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"After nearly 10 years of working here, it's still one of the hardest jobs I've ever loved. If you find a niche here, you'll be working with some of the smartest in the industry. This is where they'll respect you for thinking outside the box and kindness matters. They expect consistency and hard work, but pay you well to do it."

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