Job Details
Small Employer/Personal Plans Representative II
2026-03-19 Intermountain Health all cities,AK
Description:
Job Essentials
1. Trains and assists brokers and consumers with the sale of Individual and Small Employer Plan Products. This includes the explanation of plans, products, rates, and all available options.
2. Trains employees in the sales and education of all Individual and Small Employer Plan products including all requirements and limitations. Provides recommendations on plan types and options.
3. Acts as a resource for and stays updated on changes in legislation and the health care industry and how it affects the individual health plans market and internal policies. Assists brokers and applicants with this information and how it affects the sale of Individual and Small Employer plans.
4. Attends various sales events. Interacts with brokers, customers, and other department members in a professional manner.
5. Along with handling a specific book of business, assists with other Individual and Small Employer Plan Representative's books of business as needed. This includes corresponding accurately and understandably to customers and brokers in a professional and confidential manner in accordance with HIPAA and internal compliance guidelines.
6. Responsible for corresponding with agents and applicants via the automated system including sending out appropriate approval, declination, withdrawal, closed file letters and condition specific exclusion documents. Corresponds accurately and understandably to customers and communicates information in a professional and confidential manner in accordance with HIPAA and internal compliance guidelines.
7. Resolves problematic application, underwriting, and enrollment issues. Serves as liaison to other departments in order to facilitate quick and efficient problem resolution including handling plan termination requests in a timely manner. Resolves complex benefit issues or complaints referred by Health Benefits Specialists, brokers, customers, or the Appeals department. Informs manager of specific issues and keeps them informed of situation.
8. Inputs data and updates the sales automation system as necessary, ensuring information is accurate and timely.
9. Makes outbound welcome calsls to new plan enrollees as needed.
10. Acts as back up Supervisor as needed including handling escalated phone calls. Provides a resource of information and support to the sales team.
11. Communicates all employee relations issues, concerns, and incidents to Supervisor or Manager.
12. Provides sales training and on-going mentoring to new employees as well as existing staff.
13. Maintains an average phone audit score of 97%.
14. Maintains an average of no more than three RONA calls per month.
15. Does not receive any documented disciplinary action within the last 12 months.
Minimum Qualifications
One year work experience working with individual insurance plans.
- and -
Two years customer service experience.
- and -
Demonstrated beginning knowledge of word processing, spreadsheet programs, and navigating through internet based systems.
- and -
Demonstrated excellent presentation skills and the ability to communicate effectively with Individual Plan and Small Employer applicants and Insurance Brokers.
- and -
Demonstrated detail orientation and strong interpersonal skills, time management skills, problem solving ability, and the ability to work well in pressure situations.
- and -
Demonstrated ability to work well in a team environment.
- and -
Demonstrated strong customer service orientation.
Preferred Qualifications
Two years of experience in the health insurance industry.
- and -
Understanding and functional knowledge of health insurance.
- and -
Facets software or similar eligibility system.
- and -
Excellent presentation skills and the ability to communicate effectively with Individual Plan applicants and insurance brokers.
- and -
Detail oriented and possess strong interpersonal skills, time management skills, problem solving ability, and the ability to work well in pressure situations.
- and -
Ability to work well in a team environment.
- and -
Strong customer service orientation.
SH only
Interact with others requiring the employee to communicate information.
- and -
Operate computers and other office equipment requiring the ability to move fingers and hands.
- and -
See and read computer monitors and documents.
- and -
Remain sitting or standing for long periods of time to perform work on a computer, telephone, or other equipment.
Location:
SelectHealth - Murray
Work City:
Murray
Work State:
Utah
Scheduled Weekly Hours:
40
The hourly range for this position is listed below. Actual hourly rate dependent upon experience.
$19.85 - $30.21
We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.
Learn more about our comprehensive benefits package here.
Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.
All positions subject to close without notice.
Job Description:
Provides understanding and ability in assisting brokers, potential members, and existing members in the sale of Individual Plans and Products. Works with Underwriting Operations, Enrollment, and Billing throughout the sales and renewal process to ensure accuracy and completeness.
This position is Monday through Friday 9:30-6:00pm
This position is hybrid with in office on Thursdays and one additional day. Working remotely will be allowed once the caregiver has completed training.
Preferred skill set:
- Licensed producer in the stateof Utah or willingness to become licensed in the first 90 days is preferred
- Experience in Health Insurance is preferred
- Fluent Spanish speaker is essential
Job Essentials
1. Trains and assists brokers and consumers with the sale of Individual and Small Employer Plan Products. This includes the explanation of plans, products, rates, and all available options.
2. Trains employees in the sales and education of all Individual and Small Employer Plan products including all requirements and limitations. Provides recommendations on plan types and options.
3. Acts as a resource for and stays updated on changes in legislation and the health care industry and how it affects the individual health plans market and internal policies. Assists brokers and applicants with this information and how it affects the sale of Individual and Small Employer plans.
4. Attends various sales events. Interacts with brokers, customers, and other department members in a professional manner.
5. Along with handling a specific book of business, assists with other Individual and Small Employer Plan Representative's books of business as needed. This includes corresponding accurately and understandably to customers and brokers in a professional and confidential manner in accordance with HIPAA and internal compliance guidelines.
6. Responsible for corresponding with agents and applicants via the automated system including sending out appropriate approval, declination, withdrawal, closed file letters and condition specific exclusion documents. Corresponds accurately and understandably to customers and communicates information in a professional and confidential manner in accordance with HIPAA and internal compliance guidelines.
7. Resolves problematic application, underwriting, and enrollment issues. Serves as liaison to other departments in order to facilitate quick and efficient problem resolution including handling plan termination requests in a timely manner. Resolves complex benefit issues or complaints referred by Health Benefits Specialists, brokers, customers, or the Appeals department. Informs manager of specific issues and keeps them informed of situation.
8. Inputs data and updates the sales automation system as necessary, ensuring information is accurate and timely.
9. Makes outbound welcome calsls to new plan enrollees as needed.
10. Acts as back up Supervisor as needed including handling escalated phone calls. Provides a resource of information and support to the sales team.
11. Communicates all employee relations issues, concerns, and incidents to Supervisor or Manager.
12. Provides sales training and on-going mentoring to new employees as well as existing staff.
13. Maintains an average phone audit score of 97%.
14. Maintains an average of no more than three RONA calls per month.
15. Does not receive any documented disciplinary action within the last 12 months.
Minimum Qualifications
One year work experience working with individual insurance plans.
- and -
Two years customer service experience.
- and -
Demonstrated beginning knowledge of word processing, spreadsheet programs, and navigating through internet based systems.
- and -
Demonstrated excellent presentation skills and the ability to communicate effectively with Individual Plan and Small Employer applicants and Insurance Brokers.
- and -
Demonstrated detail orientation and strong interpersonal skills, time management skills, problem solving ability, and the ability to work well in pressure situations.
- and -
Demonstrated ability to work well in a team environment.
- and -
Demonstrated strong customer service orientation.
Preferred Qualifications
Two years of experience in the health insurance industry.
- and -
Understanding and functional knowledge of health insurance.
- and -
Facets software or similar eligibility system.
- and -
Excellent presentation skills and the ability to communicate effectively with Individual Plan applicants and insurance brokers.
- and -
Detail oriented and possess strong interpersonal skills, time management skills, problem solving ability, and the ability to work well in pressure situations.
- and -
Ability to work well in a team environment.
- and -
Strong customer service orientation.
SH only
Interact with others requiring the employee to communicate information.
- and -
Operate computers and other office equipment requiring the ability to move fingers and hands.
- and -
See and read computer monitors and documents.
- and -
Remain sitting or standing for long periods of time to perform work on a computer, telephone, or other equipment.
Location:
SelectHealth - Murray
Work City:
Murray
Work State:
Utah
Scheduled Weekly Hours:
40
The hourly range for this position is listed below. Actual hourly rate dependent upon experience.
$19.85 - $30.21
We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.
Learn more about our comprehensive benefits package here.
Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.
All positions subject to close without notice.