Sales Assistant I

Moda Health is a healthcare company founded in Oregon in 1955, committed to providing quality coverage and support to its members. The Sales Assistant I role involves providing administrative support to the Account Manager and facilitating communication with agents and clients to meet sales and service objectives.

Responsibilities

• Supports Sales and Service objectives by preparing accompanying materials for the Account Managers, as needed; Provides back-up support for other Sales Assistants, as needed
• Audit group renewal letters and ensures letters are mailed within the advance notice time frame, as outlined in contract
• Pulls various Business Objects Reports, as assigned by Account Manager
• Prepares internal and external correspondence for Sales and Services team (i.e., renewal paperwork, cancellation, and delinquency notices, etc.), as assigned
• Acts as a liaison between various internal departments and the Account Manager when they are out of the office
• Completes and submits appropriate Group Applications to Business Implementation Unit within three business days to ensure external timelines are met and or exceeded
• Responds timely to high volume of emails and phone calls from external and internal clients; Provides excellent customer service
• Prepares Welcome/Enrollment packets and group administrative kits, on as needed basis
• Works efficiently in Facets, Agent Database, Business Objects, WiredEnroll and other systems
• Acts as a liaison between callers and internal departments (Agent Desk, Membership Accounting, etc.)
• Supports department by preparing training materials; Reviews and provides feedback on assigned
• Provides training and support for temporary and newly hired full-time Sales Assistants
• Evaluates marketing materials, brochures, flyers, and other documents, as assigned
• Perform other duties as assigned

Skills

• At least 6 months office experience preferably in health insurance and/or employee benefits/administration field and/or sales and account management practice
• Computer proficiency with Microsoft Office applications (Word, Excel, Power Point)
• Knowledge of health insurance business as it relates to contracts, state, and federal law
• Understanding of systems regarding enrollment and eligibility, processing of claims, billing, customer service, and related information
• Ability to learn underwriting policies and procedures for assistance with small and large groups
• Ability to work well under pressure with frequent interruptions and shifting priorities
• Strong analytical, problem solving and decision-making skills
• Ability to come in to work on time and daily; Overtime is evaluated and set during peak times
• Strong verbal, written and interpersonal communication skills
• Presents a positive and professional image in the community; Maintains confidentiality and projects a professional business image
• Maintains a valid driver's license
• Ability to handle a pushcart/hand truck and ability to lift boxes up to 40 lbs
• Ability to be a self-motivator and work independently with little or no supervision

Benefits

• Medical, Dental, Vision, Pharmacy, Life, & Disability
• 401K- Matching
• FSA
• Employee Assistance Program
• PTO and Company Paid Holidays

Company Overview