Provide an outstanding level of service to ancillary sales staff, BCBSMA sales and account management staff, customers, brokers, and consultants
Develop solutions to complex business issues affecting BCBSMA ancillary customers
Manage client folders with client correspondences
Conduct Administration meetings with new accounts
Responsible for managing service cases through Salesforce
Represent our ancillary partner(s) when discussing enrollment, billing, underwriting guidelines, policy provisions, etc.
Maintain detailed knowledge of product portfolios of endorsed ancillary partners and specific requirements for sale, implementation, and service of ancillary benefit programs
Prepare presentations to educate benefit representatives at accounts about their ancillary plan(s)
Develop and present communications materials to be used for varied group sizes at account sites
Coordinate and participate in open enrollment activities
Act as liaison between accounts, Sales, brokers, consultants and our ancillary partner(s)
Manage multiple projects simultaneously
Initiate meetings and dialogue with ancillary partner(s) to ensure accurate customer service
Attend product and professional trainings recommended by direct leader
Review monthly delinquency report from ancillary partner’s and reach out to brokers and clients who are more than 30 days delinquent to get them paid to date and avoid cancellation

College degree, or equivalent work experience in an ancillary products sales or service position
Driver’s license and car required
Broker’s License in Life/Accident and Health are required and must be obtained within 12 months of hire

Ancillary Sales Consultant

Key skills