Represent PacificSource in the marketplace and the broader business community. Responsible for training, support and performance of PacificSource Sales Representatives and Account Managers. Oversight of solicitation, sale and retention of clients to achieve growth and financial performance goals of PacificSource Health Plans. Build positive broker relationships in the assigned region; assure education of distribution channel regarding company products and services. Provide direct sales and service to employers when required.
Coordinate with and assist the Sales and Marketing Department to determine customer needs in the assigned sales territory.
Supervise training and assignments of Sales Executives and Account Managers and regional office personnel. Conduct regularly scheduled staff meetings to ensure current knowledge of sales goals, promotions, advertising, new products, marketing policies, etc.
Work closely with strategic Provider Partners to develop sales strategy for employers Assure timely turnaround on quotes and proposals.
Oversee development, execution, and progress toward Target Account Strategy.
Serve as an escalation point to investigate unresolved client complaints/concerns
Establish and maintain positive relationships with consultants/brokers to promote PacificSource Health Plans products, services, and team members.
Organize and lead the Producer or Broker Advisory Council meetings.
Work directly with Senior Vice President of Sales, and other senior executives, to achieve growth and profitability goals of PacificSource Health Plans.
Facilitate negotiations for group renewals.
Set, monitor and report Sales Goals, according to standard protocols established.
Oversee communication and sales methodology in deploying community health plan model in designated geographic territories.
Establish and maintain relationships with vendors and business partners providing products and services sold by PacificSource Health Plans.
Review complete agent licensing assignments and forward for processing.
Complete new business commission information and forward for processing.
Analyze underwriting income by market segment.
Represent PacificSource at community events and functions.
Responsible for oversight, management, development, implementation, and communication of department programs.
Responsible for hiring, staff development, coaching, performance reviews, corrective actions, and termination of employees. Provide feedback, including regular one-on-ones and performance evaluations, for direct reports.
Develop annual department budgets. Monitor spending versus the planned budgeted throughout the year and take corrective action where needed.
Coordinate business activities by maintaining collaborative partnerships with key departments.
Responsible for process improvement and working with other departments to improve interdepartmental processes. Utilize lean methodologies for continuous improvement. Utilize visual boards and daily huddles to monitor key performance indicators and identify improvement opportunities.
Actively participate as a key team member in Manager/Supervisor meetings.
Actively participate in various strategic and internal committees in order to disseminate information within the organization and represent company philosophy.
Assist Provider Contracting Representatives as required.
Meet department and company performance and attendance expectations.
Perform other duties as assigned.
Work Experience: Minimum of five years health insurance experience required. Minimum of two years health insurance sales experience preferred. Well-developed relationships within the insurance community. Previous management experience preferred.
Education, Certificates, Licenses: Current Department of Insurance Life and Health License or eligible to obtain one. Must hold a valid driver’s license. A BA/BS degree preferred.
PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.
Internal Number: 2018-348
We would all like to believe that the work we do matters. And at PacificSource, our employees know they help people get the healthcare they need. We believe our employees are the key to our company’s success, which is why we extend the same care and consideration to our staff as we do to our customers.
Building on a tradition of exceptional customer service and community involvement that started in 1933, we put a human face on health insurance and benefits administration—every day.
- We are committed to doing the right thing.
- We are one team working toward a common goal.
- We are each responsible for our customers’ experience.
- We practice open communication at all levels of the company to foster individual, team and company growth.
- We actively participate in efforts to improve our many communities-internal and external.
- We encourage creativity, innovation, continuous improvement, and the pursuit of excellence.