Sales Account Specialist

Key Responsibilities:

All Boston Mutual employees who interact with our policyholders, our producers and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.

Position Overview:

The Sales Account Specialist (Concierge Specialist) is the primary contact and facilitator for the Sales Team, and demonstrates the highest levels of service professionalism in all they do.

The Sales Account Specialist (Concierge Specialist) effectively and positively communicates on behalf of the Sales Team with producers, policyholders and home office colleagues. Maintains open line of communication with the Sales Team – keeping them proactively and appropriately informed.

The primary customers for the Sales Account Specialist (Concierge Specialist) include the Workplace Solutions Sales Team, producers and their policyholders.

The Sales Account Specialist (Concierge Specialist) role has three key accountabilities:

• To effectively communicate, facilitate and advocate on behalf of their primary customers with the Underwriting, Implementation, Billing & Issue teams;
• To collaborate and ensure an efficient workflow process;
• To expedite closure throughout workflow process.

Position responsibilities:

• Complete and submit proposal requests.
• Deliver, track and monitor all proposal activity.
• Facilitate product and competitor comparisons.
• Gather and submit sold case materials.
• Provide support to the sales team on re-enrollments, NBOC’s and renewals.
• Provide post-implementation/installation, on-going support and problem resolution with primary customers and home office colleagues.
• Efficiently perform administrative functions necessary to support the Sales Team.
• Effectively manage Sales Team time and effectiveness; including scheduling, prioritizing and maintaining up-to-date calendars.
• Manage travel arrangements and logistics. Prepare and submit expense reports. Assist with meeting and/or convention planning, as requested.
• Manage routine and ad hoc projects as assigned.
• Contribute to the Sales (Concierge) Team to maintain a consistent high level of service excellence.
• Provide back-up support to Underwriting, Case Implementation and Billing & Issue Teams, at their request and direction.

Qualifications:

Education: Bachelor’s Degree preferred.

Experience: Minimum 1-2 years of equivalent work experience required; experience in the insurance industry preferred.

Knowledge Requirements:

• Excellent interpersonal skills and the ability to effectively build and extend relationships with diverse groups of people including producers, policyholders and employees.
• Demonstrated ability to work effectively under pressure and within a collaborative team oriented environment.
• Demonstrated proactive approaches to problem-solving with a strong decision-making capacity; demonstrated ability to take initiative with a “can do” attitude.
• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to context, substance and detail.
• Excellent written/verbal communication and presentation skills.
• Highly resourceful team player with the ability to also be self-directed and extremely effective independently.
• Shows initiative with the ability to create and implement changes that will improve workflow.
• Working knowledge of Boston Mutual Workplace Solutions or related industry distribution, products and services preferred.
• Exceptional skills using MS Office.
• Minimal travel and some flexibility to work after hours may be required for this position.

Benefits:

• BCBS Health Insurance (85% or 100% employer paid)
• Delta Insurance
• Vision Insurance
• Group Life & AD&D Insurance
• Voluntary Group Life Insurance
• Discounted Auto & Home Insurance
• Short Term Disability & Long Term Disability
• Paid Holiday & Vacation
• Tuition Reimbursement
• 401(K) & Profit Sharing
• Flexible Savings Account & Health Savings Account
• Employee Assistance Program
• Making An Impact Program
• Wellness Program & On-site Fitness Center
• Cafeteria Subsidy
• Complimentary Parking