PacificSource Health Plans - Bend, OR

posted 4 months ago

Full-time - Mid Level
Remote - Bend, OR
1,001-5,000 employees
Insurance Carriers and Related Activities

About the position

As the Regional Sales Director at PacificSource, you will play a pivotal role in representing the company in the marketplace and the broader business community. Your primary responsibility will be to oversee the training, support, and performance of PacificSource Sales Representatives and Account Managers. You will be tasked with the solicitation, sales, and retention of clients to achieve the growth and financial performance goals of PacificSource Health Plans. Building positive relationships with brokers in your assigned region is essential, as is ensuring that the distribution channel is well-educated about the company's products and services. You will also provide direct sales and service to employers when necessary. In this role, you will coordinate with the Sales and Marketing Department to assess customer needs within your sales territory. You will supervise the training and assignments of Sales Executives and Account Managers, conducting regular staff meetings to keep the team informed about sales goals, promotions, advertising, new products, and marketing policies. Timely turnaround on quotes and proposals will be a priority, as will overseeing the development and execution of the Target Account Strategy. You will serve as an escalation point for unresolved client complaints and concerns, ensuring that positive relationships with consultants and brokers are established and maintained. Your responsibilities will also include organizing and leading Producer or Broker Advisory Council meetings, working closely with senior executives to achieve growth and profitability goals, facilitating negotiations for group renewals, and monitoring sales goals according to established protocols. You will oversee communication and sales methodology in deploying the community health plan model in designated geographic territories and maintain relationships with vendors and business partners. Additionally, you will be responsible for hiring, staff development, coaching, performance reviews, and corrective actions for your team, as well as developing annual department budgets and monitoring spending throughout the year. As a key team member, you will actively participate in Manager/Supervisor meetings and various strategic and internal committees to disseminate information within the organization and represent the company philosophy. You will also assist Provider Contracting Representatives as needed and ensure compliance with PacificSource privacy policy and HIPAA laws regarding confidentiality and security of protected health information.

Responsibilities

  • Represent PacificSource in the marketplace and the broader business community.
  • Train, support, and manage the performance of Sales Representatives and Account Managers.
  • Oversee solicitation, sales, and retention of clients to achieve growth and financial performance goals.
  • Build positive broker relationships in the assigned region and educate the distribution channel about company products and services.
  • Provide direct sales and service to employers when required.
  • Coordinate with the Sales and Marketing Department to determine customer needs in the assigned sales territory.
  • Supervise training and assignments of Sales Executives and Account Managers and regional office personnel.
  • Conduct regularly scheduled staff meetings to ensure current knowledge of sales goals, promotions, advertising, new products, and marketing policies.
  • Ensure timely turnaround on quotes and proposals.
  • Oversee development, execution, and progress toward Target Account Strategy.
  • Serve as an escalation point to investigate unresolved client complaints/concerns.
  • Establish and maintain positive relationships with consultants/brokers to promote PacificSource Health Plans products and services.
  • Organize and lead the Producer or Broker Advisory Council meetings.
  • Work directly with Senior Vice President of Sales and other senior executives to achieve growth and profitability goals.
  • Facilitate negotiations for group renewals.
  • Set, monitor, and report Sales Goals according to standard protocols established.
  • Oversee communication and sales methodology in deploying community health plan model in designated geographic territories.
  • Establish and maintain relationships with vendors and business partners providing products and services sold by PacificSource Health Plans.
  • Review complete agent licensing assignments and forward for processing.
  • Complete new business commission information and forward for processing.
  • Analyze underwriting income by market segment.
  • Represent PacificSource at community events and functions.
  • Responsible for oversight, management, development, implementation, and communication of department programs.
  • Responsible for hiring, staff development, coaching, performance reviews, corrective actions, and termination of employees.
  • Develop annual department budgets and monitor spending versus the planned budget throughout the year.
  • Coordinate business activities by maintaining collaborative partnerships with key departments.
  • Responsible for process improvement and working with other departments to improve interdepartmental processes.
  • Utilize lean methodologies for continuous improvement and monitor key performance indicators.

Requirements

  • A minimum of five (5) years of health insurance experience required.
  • Two (2) years of health insurance sales experience preferred.
  • Current Department of Insurance Life and Health License or eligible to obtain one.
  • Must hold a valid driver's license.
  • A bachelor's degree is preferred.
  • Excellent communication skills, both written and verbal.
  • Basic math skills required, including percentages, ratios, graphing, and spreadsheet skills.
  • Ability to communicate effectively with all types of individuals.
  • Ability to define and prioritize problems and manage workload without direct supervision.
  • Ability to develop a thorough understanding of PacificSource products and the competitive environment.
  • A working knowledge of underwriting and risk factors.
  • Ability to work reliably and professionally with both inside and outside the organization.
  • Self-motivated and self-directed in daily work.
  • Thorough understanding of health insurance issues, both national and state, and the factors that affect the insurance market.
  • Excellent public relations skills and public speaking ability.
  • Ability to effectively explain plans and administration to groups of varying educational backgrounds.

Nice-to-haves

  • Well-developed relationships within the insurance community.
  • Previous management experience preferred.

Benefits

  • Flexible telecommute policy
  • Medical, vision, and dental insurance
  • Incentive program
  • Paid time off and holidays
  • 401(k) plan
  • Volunteer opportunities
  • Tuition reimbursement and training
  • Life insurance
  • Flexible spending account options.
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