Oversee and maintain client relationships within the health insurance portfolio
Develop new business opportunities
Act as primary point of contact for agents, brokers, and clients
Ensure satisfaction with insurance products and services
Educate and motivate broker agents concerning sales of MercyCare products
Responsible for direct internal sales of MercyCare products
Assist in marketing outreach efforts to the group and individual market
Manage retention and growth of existing accounts
Serve as the main contact for policy questions, renewals, plan documents, billing, and claims issues
Prepare and present benefit plan information and renewal proposals
Assist clients with enrollment processes and policy changes
Resolve customer concerns and escalate complex issues when necessary
Maintain accurate client records and documentation
Stay updated on healthcare regulations, insurance laws, and industry trends
Manage internal plan build and renewal processes

Bachelor's degree (B. A.) from four-year college or university
One to two years related experience and/or training; or equivalent combination of education and experience
Wisconsin and/or Illinois Insurance Sales License
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Strong knowledge of MercyCare products and services is essential

Insurance Sales Representative, Account Manager

Key skills