PacificSource Health Plans

  • Sales Executive

    Job Location US-ID-Boise
    Job ID
    Regular Full-Time
    Hiring Pay Range
    # of Openings
  • Overview

    Represent PacificSource in the marketplace and solicits clients for PacificSource products and services. Build positive broker relationships in the area through the education of company products and services. Provide direct sales and service to employers as needed.  This position will responsible for Individual and Small Group products in Southwest Idaho.



    1. Target sales opportunities through area brokers by establishing strategic relationships through scheduled appointments, cold calls and industry events. Educate brokers on PacificSource products and services through verbal and written communication.
    2. Develop systems of communication with brokers to keep them current regulatory or legislative changes, underwriting methodologies, and new product/network arrangements. Document sales and pipeline activity in the PacificSource Health Plans, Client Relationship Management (CRM) system.
    3. Represent all PacificSource products including Medical and Vision, Dental, and PacificSource Administrators.
    4. Present annual renewals in written and verbal presentations. Follow up with agents on renewal rates from Underwriting, confirm and implement renewing plan design and rates.  Track renewal, termination and negotiation likelihood activities in CRM.    
    5. Consult with employers who contact PacificSource directly.
    6. Complete Proposal Request Forms, benefit designs strategy/configuration, and plan options on a timely basis. Deliver completed proposals and suggest additional plan/funding alternatives to agents as appropriate.
    7. Review new and renewing documentation to ensure enrollment and group set up accuracy.
    8. Educate brokers and employer groups of administrative processes and procedures, to include manuals, enrollment/billing, identification cards, etc. in the absence of the Service Representative.
    9. Work with Service Representative on new group enrollment and orientation meetings. Group benefit meetings that include presentation of the group’s medical and any other optional benefits, administrative procedures, provider networks, and who to access at PacificSource for assistance. Assist Service Representative as needed to prepare materials and presentations for meetings.
    10. Work with Product Development Team to develop products, as needed.
    11. Lead/mentor Service Representatives and Sales Coordinators in management and retention of assigned books of business.


    Supporting Responsibilities:

    1. Meet department and company performance and attendance expectations.
    2. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
    3. Perform other duties as assigned.


    Work Experience: Minimum of three years health insurance background required. Minimum of two years sales and/or account management experience required. 


    Education, Certificates, Licenses: Department of Insurance Disability License required. Life Insurance License is preferred, but not required. Requires high school diploma or equivalent.


    Knowledge: Ability to gain a thorough understanding of PacificSource products, internal procedures, and the competitive environment. A working knowledge of underwriting and risk factors. Responsible to support the mission of PacificSource Health Plans, meeting departmental goals and performance standards. Timely and accurate response to client needs and requests. Responsible to represent the entire staff in the marketplace through expertise, reliability and professionalism. Prefer well developed relationships within the insurance community. Experience with office management and employee relations.



    Our Values

    • Assignment Management
    • Becoming a Business Advisor
    • Building Trusting Relationships
    • Devising Sales Approaches and Solutions
    • Marshaling Resources
    • Sales Disposition
    • Sustaining Customer Satisfaction



    • We are committed to doing the right thing.
    • We are one team working toward a common goal.
    • We are each responsible our customers’ experience.
    • 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-internal and external.
    • We encourage creativity, innovation, continuous improvement, continuous improvement and the pursuit of excellence.



    Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 60% of the time.


    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.


    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.


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