Account Executive

• Provide an outstanding level of service to ancillary sales staff, BCBSMA sales and account management staff, customers, brokers, and consultants (return all calls and emails within 24 hours of receipt, up date email out of office and voicemail messages if out of the office, support other team members if they are out of the office).
• Develop solutions to complex business issues affecting BCBSMA ancillary customers
• Manage client folders with client correspondences
• Conduct Administration meetings with new accounts (face to face/virtual meeting to review forms, claims filing, billing and online enrollment tool)
• Manage service cases through Salesforce
• Represent our ancillary partner(s) when discussing enrollment, billing, underwriting guidelines, policy provisions, etc. to assure compliance with policies and procedures
• 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 that include; health fairs, group talks, virtual requests, etc.
• 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.

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