Account Coordinator Associate

Account Coordinator

Responsible for supporting and assisting the Account Managers in renewing large commercial and national accounts. Consistently provides superior service to clients, agents, and members. Expert in system setup and liaison between Sales and other departments within Select Health.

BRAND PERSONAL : Consistently demonstrates brand persona of being a problem solver, competent, friendly, and good communicator when interacting with clients, agents, consultants, and internal Caregivers.

PROBLEM RESOLUTION : Serves as a liaison in order to facilitate the prompt resolution of complex benefit, claims, or enrollment issues for external, internal Groups / Clients. Handles service complaints referred by employer contacts, agents, or other internal customers. Keeps Account Manager informed of escalated issues and determines if the Manager needs to be involved to resolve issues. Manages the task resolution process in Salesforce by utilizing task management with other departments and complaint tasks to seek resolution to reoccurring issues.

OFFICE SUPPORT : Answers Account Manager, Client, Broker, & Internal Caregiver telephone calls / email during working hours. Subject matter expert in contacts within Select Health and liaison for Large Group Sales internally. Oversees the Business Continuity contact process ensuring group and agent contacts are identified for emergencies / disasters.

REPORTS / DATA / PROJECTS : Assists in building and presenting membership reports. Responsible for other ad hoc reports as assigned. Oversees the setup of Agent / Group contact access to reports and Link system by working with IT to manage LDAP and contact information.

RENEWALS : Directs / Initiates the renewal process for existing client groups by creating the renewal checklist to initiate the start of the renewal negotiations. Works with Account Manager to review group information and changes. Assists in the timely return of a signed 'Rate & Benefit Confirmation' sheet from the employer and / or agent. Organizes and coordinates the enrollment meetings of assigned client groups with Account Manager. This includes the distribution of marketing literature, conducting enrollment meetings when Account Manager is unable, directing the internal enrollment process and coordinating the delivery of ID cards, member handbooks, and contracts. Understands the renewal process from start to finish and is responsible for coordinating all associated functions for assigned groups. Determination and entry of ID Card holds on a group and reviewing for accuracy before releasing to Members. Reviews and collects completed enrollment applications for new and renewing business. Coordinates the delivery of ID cards, Membership Guides, first month billings, and contracts. Directs the internal enrollment process to ensure the accurate and timely enrollment and administration of groups by coordinating the underwriting, enrollment, finance, and marketing functions. Maintains a working knowledge of the group information system in order to conduct final quality and accuracy review of information that has been entered. Instructs and assists client administrators in enrollment (including SHOBE, EDI, or other electronic enrollment systems), billing reconciliation, contract compliance, and other identified areas.

MARKETING MATERIALS : Orders and gathers marketing materials as well as promotional items and giveaways for meetings, public events, etc. Avoids waste (quality and cost) by ensuring that orders for marketing materials accurately represent correct group plan and benefit information. Works as the liaison with Marketing to ensure all material is relevant and up to date. Provides high quality writing and editing of communications to SelectHealth clients. Leads the role of group material translations from English to needed languages by overseeing the submittal process with the translation 3rd party company.

SALES SYSTEMS : Is committed to building and directing accurate employer information in Salesforce to all departments within Select Health including but not limited to premium rates, benefits, eligibility, key contact information, unique arrangements and / or agreements, etc. Ensures that the integrity of the information is uploaded to Salesforce correctly as this detail has a direct correlation to benefit set-up, Facets configuration, contract language, etc. The Account Coordinator also works assigned Salesforce queues and signs-off on all tasks in a timely manner. Account Coordinator is responsible for all data in Salesforce including but not limited to renewals, Enrollment tasks, contacts, change requests, contracts, and data integrity.

CONTRACTS : Assists in the issuance of accurate contracts (Execution Section Review), signed return of contracts, and countersigned issuance of contracts within the established timelines set by the Large Employer Sales Department and Compliance. Maintains an internal contract log for each Account Manager and assists in the resolution of any contract discrepancies by working with all internal departments to ensure that approved contractual changes are updated in all effected systems.

LEADERSHIP : Demonstrates strong leadership skills when working on special assignments given by the Large Employer Sales Director, Manager, and / or Supervisor. Approachable, knowledgeable, professional, and produces timely deliverables. Demonstrates composure under stress. Takes accountability for decisions and results of work, and contributes beyond one's role.

MEETINGS / EVENTS : Professional in appearance and demeanor when facilitating, presenting, and / or assisting at open enrollment meetings, questions and answer sessions, benefit fairs, health fairs, brown bag luncheons, agent seminars, other public relations events, etc. May require significant overtime and abnormal hours during certain months.

VALUES / EMPLOYEE ENGAGEMENT : Actively contributes to the success of Large Employer Sales by consistently demonstrating the positive support of department team members, processes, and goals. Cultivates business relationships internally, externally, and virtually. Focuses on the customer and takes action to exceed their expectations.

Minimum Qualifications

Means of transportation to travel to frequent meetings and make deliveries

One year of customer service experience in a professional business environment

Preferred Qualifications

Bachelor's Degree

Three years experience in a health care related industry

Current Utah State health insurance agent / consultant license. Additional licensing may be required in other states where Select Health is located.

Demonstrated excellent presentation skills and the ability to communicate effectively with large and small groups.

In-depth functional knowledge of internal departments preferred for efficient problem resolution.

Excellent time management skills, the ability to work under pressure with deadlines, and to handle duties and responsibilities with minimal supervision.

Detail oriented and possess strong interpersonal skills.

Knowledge of general office procedures, Facets, Salesforce, Word, Excel, and Reports.

Demonstrated willingness to assist in any necessary duties to help meet department objectives.

Have own car and car insurance for travel.

Physical Requirements :

SH only

Manual dexterity, hearing, seeing, speaking.

Location :

SelectHealth - Murray

Work City : Murray

Work State : Utah

Scheduled Weekly Hours :

40

The hourly range for this position is listed below. Actual hourly rate dependent upon experience.

$22.64 - $34.48

We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.

Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.