Account Services Representative - Middle Market, Senior

Job Description

Your Role

The Southern California Core Account team is responsible for the retention of existing membership and the pursuit of new business within the medium to large business segment. The Account Services Representative will report to the Senior Service Manager. In this role you will be responsible for the day-to-day relationships within your book of business. You will also be responsible for identifying opportunities for membership growth and retention.

If there are any escalated issues or a need for special initiatives, you will be the point person for Blue Shield of California.

Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning.

Responsibilities

Your Work

In this role, you will:

• Tailor value proposition during open enrollment / client meetings based on their specific value drivers using solid understanding of Blue Shield of California products
• Use thorough understanding of upcoming developments in the healthcare market (healthcare reform, state and local healthcare legislation, new entrants, customer need shifts); understand how they may impact competitors' benefit offering and member eligibility
• Facilitate virtual and in person open enrollment / admin / health fair meetings; anticipate client and member questions and can provide in-depth responses
• Leverage available Blue Shield of California information (i.e. wellness flyers, other marketing materials) for meetings
• Appropriately leverage available resources to complete back-office tasks and solve problems
• Support assigned book of business alongside an Account Executive for the most complex accounts in a customer-focused, effective and efficient manner;
  Responsible and accountable for the day-to-day service relationship with the employer and broker-consultant
• Work in a hybrid model; mostly from home, but should be able to attend in-person client meetings, on average 2-3 times a week while meeting service level agreements for a very large book of business
• Work in a hybrid model; mostly from home, but should be able to attend in person team meetings and travel to attend client meetings
• Serves as a liaison between external customers and internal work teams and operational processes Responds to customer concerns and issues, identifies root cause and serves as a liaison with Blue Shield of California for client needs
• Working with the Account Executive, conducting administrative meetings with external customers, coordinating open enrollment events, administration meetings and health fairs

Qualifications

Your Knowledge and Experience

• Requires a bachelor's degree or equivalent experience
• Requires at least 4 years related experience
• Requires a current Life Agent License with California Department of Insurance, valid California driver's license, and proof of insurance
• In-depth knowledge of the health care industry and related benefit products and services ASO contract knowledge
• Strong PC Skills and efficiency in programs like Salesforce and Microsoft office
• Comfortable with virtual meeting platforms like Zoom, Web Ex, etc.
• Bilingual in Spanish, Preferred
• Proven experience resolving complex issues and familiarity with case installation process

Hybrid

This role requires employees to be in-office based on our hybrid workplace model, balancing purposeful in-person collaboration with flexibility. For most teams, this means coming into the office two days each week.

Employees living more than 50 miles from an office location will work with their manager to determine in-office time based on business need.

About the Team

About Blue Shield of California

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan;
Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies.

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience.

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100…