Client Service Representative
PacificSource

Job Info

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Looking for a way to make an impact and help people?

Join PacificSource and help our members access quality, affordable care!

PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.

Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.

Secure, build, and sustain customer relationships, fostering a partnership and enhancing dialogue with clients. Act as an expert resource for the client to ensure inquiries are responded to and resolved in a timely fashion. Ensure existing clients are satisfied with and recognize the value offered by PacificSource.

Essential Responsibilities:

• Consult with clients to ensure they are educated on PacificSource products, administrative procedures, and legislative changes while meeting targeted goals for assigned service territory.
• Develop positive working relationships with group administrators by serving as a first resource for benefits, compliance, and plan information. Act as a liaison between groups, producers, and PacificSource to resolve problems and comply with requests. Communicate with clients, providers, PacificSource departments, and the Regional Manager as needed.
• Distribute and explain the Group Administrator Manual, contract, benefit book, and other products and services provided by PacificSource.
• Participate in group enrollment/employee benefit meetings, wellness/health fairs, for PacificSource clients. Group benefit meetings include presentation of the group's medical and optional benefits, administrative procedures, provider networks, and access to other services provided by the client's plan benefits.
• Receive, analyze, and respond to client issues with appropriate follow-up on specific customer requests, including administration questions, supply requests, problem resolution, and intricate claims issues.
• Serve as client contact and problem solver for a wide scope of contract issues relating to medical, dental, pharmacy, and optional benefits offered by PacificSource.
• Write, proof, and distribute account service reports to the producer of record.
• Identify selling opportunities for PacificSource, Manley, and PacificSource Administrators, United Heritage, and other ancillary products.
• Represent PacificSource, both internally and externally, as required at events, including but not limited to: Forum, Underwriters State Conference, Business Expo, Chamber of Commerce, and all other community activities or volunteer opportunities.

Supporting Responsibilities:

• As requested, participate in and lead company benefit training programs.
• Regional office Client Service Representatives may be required to assist with clerical duties for efficient administrative office functions.
• Perform other related duties as requested or required.

Work Experience: Minimum of three or more years related work experience in a professional environment. Health insurance or producer experience preferred. Solid customer service experience is required.

Education, Certificates, Licenses: Requires AA/AS in Business or related field; or equivalent combination of education and experience. BS in Business Administration or related field is preferred. Current Life and Health license (or eligible to earn license) as a Life & Health Insurance Sales Producer.

Competencies

• Adaptability
• Building Customer Loyalty
• Building Strategic Work Relationships
• Building Trust
• Continuous Improvement
• Contributing to Team Success
• Planning and Organizing
• Work Standards

Environment: Work inside in general office setting with ergonomically configured equipment. Travel is required approximately 20% of the time.

Our Values

We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:

• We are committed to doing the right thing.
• We are one team working toward a common goal.
• We are each responsible for customer service.
• We practice open communication at all levels of the company to foster individual, team and company growth.
• We actively participate in efforts to improve our many communities-internally and externally.
• We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.
• We encourage creativity, innovation, and the pursuit of excellence.

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

This job has expired.