Broker Service Consultant

HealthPartners/GHI

Non-Union
Position Summary

POSITION
PURPOSE:
(Why
does this position exist?)

The
position has primary accountability for coordinating the
HealthPartners broker contracting and appointment process. The
position also has accountability for maintaining data integrity in
the Broker Compensation System.

ACCOUNTABILITIES:
(Key
roles, responsibilities & functions for this position) (For
supervisory position - indicate positions/departments supervised)

• Works
  closely with the Broker Sales Team, Individual & Senior Sales
  Team, Government & Labor Team and Major & National Team to
  facilitate the proper contracting and appointment process.

  
  

• Process
  and screen external inquires for potential broker contracting.

  
  

• Process
  and maintain executed broker contracts and company appointments,
  Errors & Omissions verification, and Licensing.

  
  

• Process
  monthly broker and contract associations.

  
  

• Understand
  and process Medicare & Individual Broker compensation schedules

  
  

• Broker
  Administration point of contact for Agent Medicare Certification
  process

  
  

• Coordinate
  decisions regarding broker administration with areas of expertise to
  include, but are not limited to:

  
  

• Accounts
  Payable

  
  

• Finance

  
  

• Membership
  Accounting

  
  

• Underwriting

  
  

• Sales
  Account Management System Maintenance & Reporting

  
  

• Member
  Services

  
  

• Assist
  with implementation of:

  
  

• Broker
  events, including training events

  
  

• Broker
  communications

  
  

• Other
  projects as assigned

  
  

• Follow
  HealthPartners' procedures, document and report progress as
  directed, and supply team with information necessary to function
  properly.

  
  

REQUIRED
QUALIFICATIONS:
(Minimum
qualifications needed for this position)

• Associate's
  degree in a related field or 4 years related work experience.

  
  

• Two
  years related sales or customer service experience preferably within
  the health insurance industry.

  
  

• Knowledge
  and understanding of the role of brokers in the distribution and
  service of health products.

  
  

• Proficiency
  with personal computers: spreadsheet, word processing, database and
  workflow management programs (Microsoft Office applications).

  
  

• Ability
  to manage multiple project assignments and tight timelines.

  
  

• Strong
  attention to detail.

  
  

• Execution
  of a non-competition agreement upon hire.

  
  

PREFERRED
QUALIFICATIONS:

• Working
  knowledge of Minnesota and Wisconsin life and health insurance
  license requirements and appointments

  
  

• College
  course work in business, finance or health related studies

  
  

• Strong
  knowledge of HealthPartners' and affiliate company operations

  
  

• Previous
  experience working with the brokerage community

  
  

• Working
  knowledge of Continuous Quality Improvement and Covey principles

  
  

• Prior
  experience in team environment

  
  

• Prior
  health insurance and/or sales experience.

  
  

DECISION-MAKING:
(What
rules or precedents limit the activities and authority of this
position? What types of problems or decisions are referred to the
supervisor?)

• This
  position will work with the Manager and HealthPartners Sales
  Department in arriving at decisions.