Demo

Marketing: Client Services I, II or III

Utah Retirement Systems
Salt Lake, UT Full Time
POSTED ON 4/9/2023 CLOSED ON 4/25/2023

What are the responsibilities and job description for the Marketing: Client Services I, II or III position at Utah Retirement Systems?

About The Company

PEHP Health & Benefits is a division of the Utah Retirement Systems that proudly serves Utah’s public employees through high quality and competitively priced medical, dental, life, and long-term disability insurance plans on a self-funded basis.   As a government entity, we embrace both a public mission and a commitment to creating customer value, excelling in the market, and improving healthcare.   We offer a competitive salary with generous benefits, personal development in a positive team environment, and excellent work-life balance.

Job Description

CLIENT SERVICES I

FLSA Exempt

$53,816 - $67,254

 

Performs a variety of professional duties related to coordinating and implementing training programs for delivery to employees and employer groups.  Serves as liaison to PEHP employer groups and members.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Assists in the coordination of various aspects of departmental public relations, marketing and outreach functions
  • Informs and educates smaller existing groups and prospective smaller groups of policy interpretations and plan benefits.
  • Assists in coordination and implementation of group training seminars, benefit fairs, providing group and one-on-one counseling.
  • Promotes services and programs; builds positive public image of the organization; serves as resource to employees and employer groups.
  • Assists in ongoing statewide consumer training seminars, employee training meetings and in benefits fairs.
  • Provides ongoing training to employees and smaller employer groups on medical, dental, term life, AD&D, LTD, vision, flexible spending and Medicare Supplement.
  • Assists in preparation and dissemination of small group contracts.
  • Assists in the development and implementation of new PEHP programs and benefits.
  • Assists in scheduling meetings with department heads, division directors, agencies, and various groups to act as troubleshooter in helping to resolve difficult employee/insurance problems, which may be related to enrollment, COB issues, or benefits interpretations when needed.
  • Meets PEHP group contact requirements.
  • Provides training and coordination assistance for annual benefits fairs.
  • Schedules meetings, finds speakers and determines topics for the regional meetings for benefits committees, elected officials, department heads, and human resource personnel.
  • Documents information to develop understanding of client preferences for professional services.
  • Assists with the delivery of presentations, orientations, and benefit fairs; presents frequent public presentations.
  • Assists in the annual renewal of assigned group and or risk pool, including rate and benefit negotiations with group and or consultant, creation of benefit materials, coordinating the distribution of benefit materials, notifying all appropriate business partners, preparing and scheduling open enrollment presentations.
  • Participates in staff meetings to inform employee co-workers regarding benefits, plan changes, etc.
  • Assists in the development of educational and marketing materials.
  • Maintains strict confidentiality
  • Performs other related duties as required.
  •  

     

    CLIENT SERVICES II

    FLSA Exempt

    $58,299 - $74,321

     

    Performs a variety of professional duties related to coordinating and implementing training programs for delivery to employees and employer groups.  Serves as liaison to PEHP employer groups and members.

     

    Duties and Responsibilities:

  • Assists in the coordination of various aspects of departmental public relations, marketing and outreach functions.
  • Informs and educates existing groups and prospective groups of policy interpretations and plan benefits.
  • Assists in coordination and implementation of group training seminars, benefit fairs, providing group and one-on-one counseling.
  • Promotes services and programs; builds positive public image of the organization; serves as resource to employees and employer groups.
  • Assists in the recruitment of new business.
  • Assists in ongoing statewide consumer training seminars, employee training meetings and in benefits fairs. 
  • Provides ongoing training to employees and employer groups on medical, dental, term life, AD&D, LTD, vision, flexible spending and Medicare Supplement.
  • Assists in the production of quarterly provider newsletters which includes the compilation of information; writing and editing of material; preparation for printing. 
  • Assists in preparation and dissemination of group contracts. 
  • Assists in the development and implementation of new PEHP programs and benefits.
  • Assists in scheduling meetings with department heads, division directors, agencies, and various groups to act as troubleshooter in helping to resolve difficult employee/insurance problems, which may be related to enrollment, COB issues, or benefits interpretations when needed.
  • Meets PEHP group contact requirements. 
  • Provides training and coordination assistance for annual benefits fairs. 
  • Assists with preparation of RFP/bid proposals. 
  • Schedules meetings, finds speakers and determines topics for the regional meetings for benefits committees, elected officials, department heads, and human resource personnel.
  • Documents information to develop understanding of client preferences for professional services. 
  • Assists with the delivery of presentations, orientations, and benefit fairs; presents frequent public presentations. 
  • Assists in the development of presentations including preparations of hand-out materials.
  • Responsible for the annual renewal of each group and or risk pool, including rate and benefit negotiations with group and or consultant, creation of benefit materials, coordinating the distribution of benefit materials, notifying all appropriate business partners, preparing and scheduling open enrollment presentations.
  • Participates in staff meetings to inform employee co-workers regarding benefits, plan changes, etc. 
  • Assists in the development of educational and marketing materials.
  • Maintains strict confidentiality.
  • Performs other related duties as required.
  •  

    CLIENT SERVICES III

    FLSA Exempt

    $64,420 - $82,124

     

    Performs a variety of professional duties related to coordinating and implementing training programs, presentations, and material development for delivery to employees and employer groups. Provides mentoring and coaching to marketing specialists I and II. Serves as liaison to PEHP employer groups and members.

     

    ESSENTIAL DUTIES & RESPONSIBILITIES

  • Leads the coordination of various aspects of departmental public relations, marketing and outreach functions.
  • Trains and mentors other PEHP marketing representatives.
  • Advises Marketing Management of market trends related to PEHP business.
  • Communicates effectively in regards to PEHP underwriting and financials.
  • Informs and educates existing groups and prospective groups of policy interpretations and plan benefits.
  • Assists in coordination and implementation of group training seminars, benefit fairs, providing group and one-on-one counseling.
  • Promotes services and programs; builds positive public image of the organization; serves as resource to employees and employer groups.
  • Identifies opportunities for new business.
  • Requests referral in all lines of PEHP business.
  • Assists in the recruitment of new business.
  • Assists in ongoing statewide consumer training seminars, employee training meetings and in benefits fairs.
  • Provides ongoing training to employees and employer groups on medical, dental, term life, AD&D, LTD, vision, flexible spending and Medicare Supplement.
  • Assists in the production of quarterly provider newsletters and contributes articles for periodicals as needed. This includes the compilation of information; writing and editing of material; preparation for printing.
  • Assists in preparation and dissemination of group contracts.
  • Assists in the development and implementation of new PEHP programs and benefits.
  • Facilitates scheduling meetings with department heads, division directors, agencies, and various groups to act as troubleshooter in helping to resolve difficult employee/insurance problems, which may be related to enrollment, COB issues, or benefits interpretations when needed.
  • Meets or exceeds PEHP group contact requirements.
  • Takes proactive approach to solving member problems.
  • Provides training and coordination assistance for annual benefits fairs.
  • Coordinates the preparation of RFP/bid proposals.
  • Primarily works with key accounts.
  • Schedules meetings, finds speakers and determines topics for the regional meetings for benefits committees, elected officials, department heads, and human resource personnel.
  • Documents information to develop understanding of client preferences for professional services.
  • Serves as back-up to Marketing Manager.
  • Assists with the delivery of presentations, orientations, and benefit fairs; presents frequent public presentations.
  • Assists in the development of presentations including preparations of hand-out materials.
  • Responsible for the annual renewal of each group and or risk pool, including rate and benefit negotiations with group and or consultant, creation of benefit materials, coordinating the distribution of benefit materials, notifying all appropriate business partners, preparing and scheduling open enrollment presentations.
  • Schedules staff meetings to inform employee co-workers regarding benefits, plan changes, etc.
  • Take lead in the development of educational and marketing materials.
  • Maintains strict confidentiality.
  • Performs other related duties as required.
  • Required Experience

     

    CLIENT SERVICES I

    Education and Experience

    Bachelor's degree in healthcare, marketing, public relations, organizational communications or related field; and one (1) year of office experience; or an equivalent combination of education and experience. 

     

    Specific experience in insurance and life/healthcare program marketing is preferred. 

     

    Knowledge, Skills, and Abilities

    Requires a working knowledge of purposes, principles and theory of group insurance and healthcare systems; term life, AD&D, flexible spending, Medicare Supplement, and LTD; state and federal insurance laws, codes, policies and guidelines; public relations concepts and practices; public or platform speaking; technical writing; organizational politics; interpersonal communication theory and methods; principles of salesmanship; healthcare trends; medical terminology; computer operations and technical software applications; negotiation techniques. Must have a good working knowledge of Microsoft Office Suite.

     

    Must have the ability to effectively communicate verbally and in writing; ability to follow written and verbal instructions; establish and maintain effective working relationships with professionals, co-workers and the public; perform comprehensive and lengthy reading and proofreading projects; work independently and deal effectively with stress caused by work load and time deadlines; demonstrate high level of skill in writing.

     

    Must be willing to travel (in state) as a normal aspect of job performance.  Must have a valid driver's license and excellent driving record.

    Work Environment

    Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. 

     

    Position requires extensive (in state) travel for office business.  Individual must be physically capable of safely operating a vehicle safely, possess a valid license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).  Must be willing to travel extensively as a normal aspect of job performance. 

     

    CLIENT SERVICES II

    Education and Experience

    Bachelor's degree in healthcare, marketing, public relations, organizational communications or related field; and three (3) years of experience performing a variety of professional duties related to coordinating and implementing training programs; or an equivalent combination of education and experience.

     

    Preference will be given for individuals with insurance experience or life/healthcare insurance program marketing experience.

     

    Current Life, Accident and Health Producer license is preferred. 

     

    Knowledge, Skills, and Abilities

    Requires a working knowledge of purposes, principles and theory of group insurance and healthcare systems; term life, AD&D, flexible spending, Medicare Supplement, and LTD; state and federal insurance laws, codes, policies and guidelines; public relations concepts and practices; public or platform speaking; technical writing; organizational politics; interpersonal communication theory and methods; principles of salesmanship; healthcare trends; medical terminology; computer operations and technical software applications; negotiation techniques. Must have a good working knowledge of Microsoft Office Suite.

     

    Must have the ability to effectively communicate verbally and in writing; ability to follow written and verbal instructions; establish and maintain effective working relationships with professionals, co-workers and the public; perform comprehensive and lengthy reading and proofreading projects; work independently and deal effectively with stress caused by work load and time deadlines; demonstrate high level of skill in writing.

     

    Must be willing to travel (in state) as a normal aspect of job performance.  Must have a valid driver's license and excellent driving record. 

     

    Work Environment

    Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which requires activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Requires the ability to lift boxes, computer equipment, and audio/visual equipment weighing up to 50 pounds. Common eye, hand, finger dexterity required to perform essential functions. 

     

    Position requires extensive (in state) travel for office business.  Individual must be physically capable of safely operating a vehicle safely, possess a valid license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).  Must be willing to travel extensively as a normal aspect of job performance. 

     

    CLIENT SERVICES III

    Education and Experience

    Bachelor's degree in healthcare, marketing, public relations, organizational communications or related field; and five (5) years of experience performing a variety of professional duties related to coordinating and implementing training programs; or an equivalent combination of education and experience.

     

    Preference will be given for individuals with insurance experience or life/healthcare insurance program marketing experience.

     

    Current Life, Accident and Health Producer license is preferred. 

     

    Knowledge, Skills, and Abilities

    Requires a working knowledge of purposes, principles and theory of group insurance and healthcare systems; term life, AD&D, flexible spending, Medicare Supplement, and LTD; state and federal insurance laws, codes, policies and guidelines; public relations concepts and practices; public or platform speaking; technical writing; organizational politics; interpersonal communication theory and methods; principles of salesmanship; healthcare trends; medical terminology; computer operations and technical software applications; negotiation techniques. Must have ability to transfer knowledge, provide training, and motivate personnel. Must have a good working knowledge of Microsoft Office Suite.

     

    Must have the ability to effectively communicate verbally and in writing; ability to follow written and verbal instructions; establish and maintain effective working relationships with professionals, co-workers and the public; perform comprehensive and lengthy reading and proofreading projects; work independently and deal effectively with stress caused by work load and time deadlines; demonstrate high level of skill in writing.

     

    Must be willing to travel (in state) as a normal aspect of job performance.  Must have a valid driver's license and excellent driving record. 

     

    Work Environment

    Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. 

     

    Position requires extensive (in state) travel for office business.  Individual must be physically capable of safely operating a vehicle safely, possess a valid license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).  Must be willing to travel extensively as a normal aspect of job performance. 

    Salary : $53,816 - $67,254

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