Sales and Service Coordinator II
PacificSource

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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.

Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.

Position Overview: Audit New/Renewing documents. Assist in creation and updating of Policy & Procedures as well as desk top resources. Assist in Training as needed. Perform duties as requested by the Account Manager for Client specific issues. Assist the sales/service staff, brokers and employer groups. Process and maintain new group quotes, new sales & renewal documentation, collect missing information on new/renewing documentation and new group quotes. Monthly & ad-hoc reporting, and supply request. Ensure complete and accurate information to all internal and external customers.

Essential Responsibilities:

• Provide support to Account Managers for specific Client needs, issues and concerns.
• Creation and updating Policies & Procedures as needed. Creation and updating of Desk Top Procedures as needed. Creation and updating of any other resource materials.
• Audit Summary Plan Descriptions and Summary of Benefits, Benefit Booklets, Summary of Benefits Coverage (SBC), Administrative Service Agreements, Benefit Detail Forms (BDF), Sales Checklists and other new and renewing documentation as needed.
• Provide Training and/or Mentor lessons to team as requested.
• Represent PacificSource at off site Health fair's as needed. Attend external implementation meetings, taking detailed notes as requested.
• Manage sales queues and process inbound emails/phone calls accordingly
• Provide internal support to the sales/service staff when they are out of the office, triaging and delegating or completing work that cannot wait until they return to the office.
• Assist brokers with questions regarding new and existing groups and their status.
• Enter and maintain all pertinent group information into all required systems (i.e. CRM, PSE, Facets, OnBase) including all RFP and renewal information.
• Review new/renewing group applications and member enrollment, scrub documents for missing information, collect the missing information prior to submitting to OnBase.
• Process Binder Checks according to established process.
• Prepare group supplies for clients, assemble new/renewal group packets, enrollment materials, and other supplies as requested.
• Process request for proposals (RFP) from broker, review proposal to make sure the group meets eligibility requirements and send to AU.
• Support the delivery of small and large group proposals to broker.
• Back-up SSC team with workload as needed.
• Maintain positive working relationships with groups, brokers, and coworkers.

Supporting Responsibilities:

• Meet department and company performance and attendance expectations.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
• Copy, fax, file, and deliver supplies as needed.
• Complete special projects, assist with community events, and perform other duties as assigned.
• Provide backup for staff as necessary.

Work Experience: Two years of administrative experience and two years' experience in group health insurance or healthcare-related business or equivalent combination

Education, Certificates, Licenses: High school diploma or equivalent required.

Knowledge: General office skills including typing, filing, copying, faxing, 10-key. Computer skills in Microsoft Windows based software. Ability to gain knowledge of state and federal laws affecting group health insurance and agents. Ability to gain knowledge of PacificSource products, contracts, and workflow. Excellent written and verbal communication. Remain current on PacificSource procedures, policies, and products. Thorough understanding of ACA and PacificSource plan options.

Competencies

• Adaptability
• Building Customer Loyalty
• Building Strategic Work Relationships
• Building Trust
• Continuous Improvement
• Contributing to Team Success
• Planning and Organizing
• Work Standards

Environment: Work inside in a general office setting with ergonomically configured equipment.

Our Values

We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:

• We are committed to doing the right thing.
• We are one team working toward a common goal.
• We are each responsible for customer service.
• 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-internally and externally.
• We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.
• We encourage creativity, innovation, and the pursuit of excellence.

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

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