Support Sales/Account Management personnel to assist in prospecting, acquiring or retaining business.
May conduct research for prospective business by internal sources, external agencies, or reviewing RFPs.
Research inquiries received from customers, Brokers, or company representatives and assist in problem solving.
Relay information to Sales or Account Management personnel or responds directly to customer or company representative.
Gather data, create and/or maintain databases.
Participate in enrollments. Prepare materials for enrollment sessions.
Prepare documentation for prospective or existing customers. Review forms received for completeness.
Develop relationships with customer representatives.
May respond to questions from prospect regarding benefit information and available benefit options.
Communicate and interact effectively and professionally with co-workers, management, customers, etc.
Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
Maintain complete confidentiality of company business.
Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested.