Broker Support Specialist

JOB SUMMARY/PURPOSE Assists current and prospective members through the Commercial, Medicare, and TPA sales process. Performs diversified coordinating functions and problem solves to improve effectiveness. Manages the Agency Appointment process. Assists in group enrollment (occasionally onsite), responds to Employer or Broker inquiries regarding group enrollments, and compiles literature/collateral materials, rates and benefits, etc. Generates a variety of reports and statistical information in support of the Commercial, Medicare, and TPA lines of business. Makes the needs of plan sponsors and their brokers a primary focus of their actions. Develops and sustains productive relationships with Group administrators and their brokers. Responds quickly to meet employer/broker needs and resolves problems. Works closely with Sales Representatives to ensure all materials are prepared for Broker/Group meetings. Supports assigned client relationships by maintaining a professional working relationship and ensuring contract compliance. Facilitates on-going service needs by interfacing with internal and external customers, vendors and SHPO functional areas to meet customer requirements. DEPARTMENT DESCRIPTION Samaritan Health Plans (SHP) operates a portfolio of health plan products under several different legal structures: InterCommunity Health Plans, Inc. (IHN) is designated as a regional Coordinated Care Organization (CCO) for Medicaid beneficiaries; Samaritan Health Plans, Inc. offers Medicare Advantage, Commercial Large Group, and Commercial Large Group PPO and EPO plans; SHP is also the third-party administrator for Samaritan Health Services self-funded employee health benefit plan. As part of an Integrated Delivery System, Samaritan Health Plans is strategically and operationally aligned with Samaritan Health Services mission of Building Healthier Communities Together. EXPERIENCE/EDUCATION/QUALIFICATIONS Associate degree or equivalent directly related experience required. Three (3) years experience in sales/marketing, computer systems, professional customer service or the health benefits industry required. Active Oregon Health Insurance License required within three (3) months of hire. Experience in the following preferred: Conducting analysis of products, services/processes, computer support, administrative support and customer support activities. Health Insurance sales or service setting. Supporting users in a CRM environment. Microsoft Office, including Word, Excel and PowerPoint. KNOWLEDGE/SKILLS/ABILITIES Effective written and verbal communication skills to perform group presentations, tactfully discuss issues, and listen to and understand concepts, rules and procedures. Ability to work with all levels within the organization, facilitate communication, and effectively document related activities. Ability to identify complex problems, review related information, employ creativity and alternative thinking to develop and evaluate options and implement solutions. PHYSICAL DEMANDS Rarely (1 - 10% of the time) Occasionally (11 - 33% of the time) Frequently (34 - 66% of the time) Continually (67 100% of the time) CLIMB - STAIRS LIFT (Floor to Waist: 0 ) 0 - 20 Lbs LIFT (Knee to chest: 24 ) 0 20 Lbs LIFT (Waist to Eye: up to 54 ) 0 - 20 Lbs CARRY 1-handed, 0 - 20 pounds BEND FORWARD at waist KNEEL (on knees) STAND WALK LEVEL SURFACE ROTATE TRUNK Standing REACH - Upward PUSH (0 - 20 pounds force) PULL (0 - 20 pounds force) SIT CARRY 2-handed, 0 - 20 pounds ROTATE TRUNK Sitting REACH - Forward MANUAL DEXTERITY Hands/wrists FINGER DEXTERITY PINCH Fingers GRASP Hand/Fist JOB SUMMARY/PURPOSE Assists current and prospective members through the Commercial, Medicare, and TPA sales process. Performs diversified coordinating functions and problem solves to improve effectiveness. Manages the Agency Appointment process. Assists in group enrollment (occasionally onsite), responds to Employer or Broker inquiries regarding group enrollments, and compiles literature/collateral materials, rates and benefits, etc. Generates a variety of reports and statistical information in support of the Commercial, Medicare, and TPA lines of business. Makes the needs of plan sponsors and their brokers a primary focus of their actions. Develops and sustains productive relationships with Group administrators and their brokers. Responds quickly to meet employer/broker needs and resolves problems. Works closely with Sales Representatives to ensure all materials are prepared for Broker/Group meetings. Supports assigned client relationships by maintaining a professional working relationship and ensuring contract compliance. Facilitates on-going service needs by interfacing with internal and external customers, vendors and SHPO functional areas to meet customer requirements. DEPARTMENT DESCRIPTION Samaritan Health Plans (SHP) operates a portfolio of health plan products under several different legal structures: InterCommunity Health Plans, Inc. (IHN) is designated as a regional Coordinated Care Organization (CCO) for Medicaid beneficiaries; Samaritan Health Plans, Inc. offers Medicare Advantage, Commercial Large Group, and Commercial Large Group PPO and EPO plans; SHP is also the third-party administrator for Samaritan Health Services' self-funded employee health benefit plan. As part of an Integrated Delivery System, Samaritan Health Plans is strategically and operationally aligned with Samaritan Health Services' mission of Building Healthier Communities Together. EXPERIENCE/EDUCATION/QUALIFICATIONS Associate's degree or equivalent directly related experience required. Three (3) years experience in sales/marketing, computer systems, professional customer service or the health benefits industry required. Active Oregon Health Insurance License required within three (3) months of hire. Experience in the following preferred: Conducting analysis of products, services/processes, computer support, administrative support and customer support activities. Health Insurance sales or service setting. Supporting users in a CRM environment. Microsoft Office, including Word, Excel and PowerPoint. KNOWLEDGE/SKILLS/ABILITIES Effective written and verbal communication skills to perform group presentations, tactfully discuss issues, and listen to and understand concepts, rules and procedures. Ability to work with all levels within the organization, facilitate communication, and effectively document related activities. Ability to identify complex problems, review related information, employ creativity and alternative thinking to develop and evaluate options and implement solutions. PHYSICAL DEMANDS Rarely (1 - 10% of the time) Occasionally (11 - 33% of the time) Frequently (34 - 66% of the time) Continually (67 - 100% of the time) CLIMB - STAIRS LIFT (Floor to Waist: 0"-36") 0 - 20 Lbs LIFT (Knee to chest: 24"-54") 0 - 20 Lbs LIFT (Waist to Eye: up to 54") 0 - 20 Lbs CARRY 1-handed, 0 - 20 pounds BEND FORWARD at waist KNEEL (on knees) STAND WALK - LEVEL SURFACE ROTATE TRUNK Standing REACH - Upward PUSH (0 - 20 pounds force) PULL (0 - 20 pounds force) SIT CARRY 2-handed, 0 - 20 pounds ROTATE TRUNK Sitting REACH - Forward MANUAL DEXTERITY Hands/wrists FINGER DEXTERITY PINCH Fingers GRASP Hand/Fist