Broker Service Consultant

HealthPartners/GHI

Non-UnionPosition Summary

POSITIONPURPOSE: (Whydoes this position exist)

Theposition has primary accountability for coordinating theHealthPartners broker contracting and appointment process. Theposition also has accountability for maintaining data integrity inthe Broker Compensation System.

ACCOUNTABILITIES: (Keyroles responsibilities & functions for this position) (Forsupervisory position indicate positions/departments supervised)

• Worksclosely with the Broker Sales Team Individual & Senior SalesTeam Government & Labor Team and Major & National Team tofacilitate the proper contracting and appointment process.

• Processand screen external inquires for potential broker contracting.

• Processand maintain executed broker contracts and company appointmentsErrors & Omissions verification and Licensing.

• Processmonthly broker and contract associations.

• Understandand process Medicare & Individual Broker compensation schedules

• BrokerAdministration point of contact for Agent Medicare Certificationprocess

• Coordinatedecisions regarding broker administration with areas of expertise toinclude but are not limited to:

• AccountsPayable

• Finance

• MembershipAccounting

• Underwriting

• SalesAccount Management System Maintenance & Reporting

• MemberServices

• Assistwith implementation of:

• Brokerevents including training events

• Brokercommunications

• Otherprojects as assigned

• FollowHealthPartners procedures document and report progress asdirected and supply team with information necessary to functionproperly.

REQUIREDQUALIFICATIONS: (Minimumqualifications needed for this position)

• Associatesdegree in a related field or 4 years related work experience.

• Twoyears related sales or customer service experience preferably withinthe health insurance industry.

• Knowledgeand understanding of the role of brokers in the distribution andservice of health products.

• Proficiencywith personal computers: spreadsheet word processing database andworkflow management programs (Microsoft Office applications).

• Abilityto manage multiple project assignments and tight timelines.

• Strongattention to detail.

• Executionof a non-competition agreement upon hire.

PREFERREDQUALIFICATIONS:

• Workingknowledge of Minnesota and Wisconsin life and health insurancelicense requirements and appointments

• Collegecourse work in business finance or health related studies

• Strongknowledge of HealthPartners and affiliate company operations

• Previousexperience working with the brokerage community

• Workingknowledge of Continuous Quality Improvement and Covey principles

• Priorexperience in team environment

• Priorhealth insurance and/or sales experience.

DECISION-MAKING: (Whatrules or precedents limit the activities and authority of thisposition What types of problems or decisions are referred to thesupervisor)

• Thisposition will work with the Manager and HealthPartners SalesDepartment in arriving at decisions.