SUMMARY

The ASO Account Manager is responsible for day to day service and retention for ASO membership. Communicates with the Director of Marketing and ASO Account Executive on new and changes of current Member Group / Broker relationships in addition to sharing potential new opportunities to strategize on continued market growth within the Territory and Region.

The ASO Account Manager will develop/present and explain company products and services, as well as assist the broker/consultant with presentations made to prospective groups/individuals - ensuring the products are accurately presented for TXHB ASO Members Groups. She or he will also be cognizant of competitor products and strategies, staying abreast of changes and trends in the insurance industry. Furthermore, the ASO Account Manager will have a thorough knowledge of financing arrangements and benefit structures including and not limited to PPO, HMO, HDHPs and Stop Loss primarily for self-insured groups.

In addition, the ASO Account Manager will have overall responsibility for the retention of their ASO book of business in partnership with the ASO Account Executive. Responsibilities include pre-renewal strategic discussions, semiannually, and annual plan performance reporting discussion, renewal negotiations, monthly stop loss reporting and overall service metrics. While working within the team with the ASO Account Executive, and Benefit Coordinator Advocate in addressing ASO member concerns and meeting client deliverables.

ESSENTIAL DUTIES AND RESPONSIBILITIES - include the following. Other duties may be assigned:

Develop and maintain strong essential internal working relationships within the Territory Team, Marketing Leadership, with other internal Leaders, and various Departments within TXHB.

Present a positive image of TXHB in the marketplace.

Maximize retention by developing relationships and providing top notch customer Service within the assigned Territory and Region for TXHB ASO Member Groups.

Communicate with the Director of Marketing and the ASO Account Executive of New and changes of current Member Group / Broker relationships in addition to sharing potential new opportunities to strategize on continued market growth within the Territory and Region.

Work with ASO Account Executive through the Onboarding of new Member Groups, in addition to working on the renewal process of Existing Member Groups to ensure maximum retention for the region.

Oversee the onboarding process of assigned accounts to assure accurate and timely implementation.

Provides competitive analysis and market vulnerabilities feedback from Member Groups and Broker/Consultants to the ASO Account Executive.

Support education on TXHB strategy to new group Benefit Coordinators as well as new Broker/Consultants when there is a new Member Group Onboarding or when there is a change in contact for a current Member Group.

Attend regional and council meetings, bid openings when and where possible at the Sales Executive and Marketing Leadership’s request.

Resolve customer care issues within 3 business days of receipt.

Ensure that all new Group paperwork comes in complete.

Develop and manage the POOL Account service team to provide full employer-level service.

Work with the Benefit / Billing Coordinator Advocate on communicating timelines and workflow for TXHB billing and eligibility system.

Performs strategic semi-annual, and pre-renewal reviews.

Communicates with groups regarding outstanding rerate, enrollment documents per established timelines.

Serve as the main point of contact for stop loss reporting which is done on a monthly basis.

Interface with groups during Audit/Regulatory Reporting to meet completion timelines.

Communicates with New Groups regarding to gather completed documentation. Examples: Business Acceptance Form, enrollment, and eligibility documents per established timelines.

Educate Benefit Coordinators so they can make timely and appropriate decisions.

Promotes webinar education and regional meetings to encourage attendance. Create powerpoint presentations in support of ASO Account Executive.

Maintains daily and accurate Salesforce documentation.

Identifies marketing vulnerabilities and stakeholders for each group.

Communicates benefits and processing procedures accurately while providing hands-on training and education to Benefit Coordinators and membership to promote benefit understanding.

Conducts open enrollment meetings to provide member education, enrollment, benefit updates.

Coordinates with internal TXHB teams as appropriate

Establishes and maintains high level of trust and confidence with groups, their employees and families and respected brokers / consultants.

Assists with the integration of wellness programs and other communication, as needed.

Completes internal applicable forms for member database profile changes for groups as updates are needed for administration and plan designed.

Protects the confidentiality, integrity and availability of information and records that TXHB creates, receives, maintains, or transmits by complying with TXHB policies and procedures, including policies and procedures on physical, administrative, and technical safeguards.

Physical safeguards are physical measures, policies and procedures that protect TXHB Health buildings, equipment, and information systems from natural and environmental hazards and from unauthorized intrusion.

Administrative safeguards are administrative actions, policies, and procedures that: (1) manage TXHB Health’s selection, development, implementation, and maintenance of measures that protect TXHB Health’s information and records; and (2) manage the conduct of TXHB Health employees in protecting the privacy and security of TXHB Health’s information and records.

Technical safeguards are the technology and policies and procedures for its use that protect electronic information and records and that control access to electronic information and records.

KNOWLEDGE/SKILLS/ABILITIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Proven success in penetrating new markets and renewing current ASO groups.

Ability to develop strategic competitive market analysis.

Ability to analyze and evaluate healthcare reporting. Reporting analytic skills are a must.

Consistent over-achievement in prior roles and positions.

Exceptional communication and presentation skills and/or public speaking experience.

Ability to facilitate collaborative teamwork, with supportive leadership and mentoring skills.

Detailed oriented with a focus on exceptional; Customer Service.

Ability to compile, analyze and evaluate complex information to facilitate decision making.

Strong organization skills, ability to manage multiple priorities and strong follow through.

Superior customer service skills and attention to detail.

Ability to meet all sales/service requirements at corresponding range criteria percentile.

Must be able to work with all levels of employees and their dependents.

Full proficiency in the use of Salesforce, Microsoft Word, Excel, and PowerPoint.

Working knowledge of current underwriting procedures for financing arrangements and benefit structures including and not limited to PPO, HMO, HDHPs, and Stop Loss for self-insured groups.

EDUCATION/EXPERIENCE

Required

Texas General Lines—life, accident, health, and HMO Insurance License.

3-4 years’ successful experience in sales, account management, or benefit plan management for fully-insured health benefits and/or insurance products.

Extensive experience working knowledge of a variety of healthcare plans and administrative services with familiarity of general healthcare underwriting process.

Knowledge of and work experience with fully-insured group managed health care plans

Ability to travel frequently, including overnight stays within Texas as necessary, to meet face-to-face with groups.

A strong working knowledge of the changing vendor landscape including new entrants into the marketplace and cutting-edge products and solutions.

Strong working knowledge of federal and state legislation and legal issues related to the healthcare/benefits/ insurance industry.

Strong Working knowledge of Texas and Federal Legislation, including and not limited to the Patient Protection Affordable Care Act and COBRA.

Preferred

Experience selling group health benefits administration, stoploss and/or insurance products.

Bachelor’s degree; 3-4 years of equivalent healthcare/benefits/insurance environment experience, or combination thereof for self-insured and fully insured groups.

PC proficiency to include Outlook Office, Word, Excel, PowerPoint, and Salesforce.

Experience in strategy development

Strong reporting analytic skills.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to speak/hear clearly to communicate by phone or in person.

Ability to frequently stand, sit and walk.

Ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Ability to travel on a regular basis.

Valid Texas driver’s license