Client Services Sales Representative

About the job

HealthPartners is hiring for a Client Services Sales Representative. The Client Service Representative (CSR) is responsible for supporting the Sales and Account Management Team by ensuring that the documentation, required forms, plan documents and operational systems are accurate and completed in a timely fashion. The CSR is responsible for working with the Sales Executive and Agent of Record to package a complete submission for Underwriting’s consideration for all prospective business. For new and renewing clients, the CSR is responsible for ensuring that all required documents are generated, delivered and filed accurately and timely. In addition, the CSR serves as a back up to the Associate Account Managers during Leaves of Absence and during busy seasons, ensuring that all clients are set up in our systems correctly, meeting all required deadlines. By successfully managing the day to day operational needs in order to administer client plans appropriately, the CSR assists the Account & Sales Executives by producing satisfaction results that drive our clients to want to do additional business with HealthPartners and serving as a reference to prospective clients.

ACCOUNTABILITIES:

Serve as the primary point of contact for day to day service activities, both internally and externally, including, but not limited to:

• Work with Underwriting, the Sales Executive, the Agent of Record, Product Management and the Marketing Communications Team when submitting RFP’s, providing all the necessary documentation for proposal production. Assist in completion of all internal set up forms for medical, dental, EAP, Health and Wellbeing and FSA/HRA.
• Work in collaboration with the Account Manager and Sales Executives to review prospective plan documents and provide feedback regarding the proposal submission request. Assist in completing all required processes and documentation for new sales systems, including, GDF and other product implementation forms.
• Review for accuracy open enrollment electronic census data files and review ID cards.
• Final audit of internal billing systems to ensure accounts are billed accordingly.
• Maintain databases, files and documentation in an organized and consistent fashion.
• Produce SBC’s and plan documents accurately and timely.
• Assist the AM’s in resolution of customer service issues and concerns with members, clients and brokers. Coordinate with other HealthPartners departments as needed to achieve resolution. Document issues and their resolution in a timely manner.
• Responsible for renewal preparation, including sending the renewal verification form to the employer or broker, completing a renewal request form for Underwriting, updating the summary of benefits to reflect any benefit changes for the next plan year, and delivering all relevant information to Underwriting so that they can prepare the renewal rating.
• Provide standard utilization reports and respond to standard reporting requests from clients or brokers. Communicate and resolve any data discrepancies and errors as needed.
• Maintain up-to-date awareness of HealthPartners products and plans, industry trends, and government regulations.
• Bring issues to the attention of the Account Manager, Team Manager, or HealthPartners leadership. Communicate openly, frequently, and effectively with internal and external partners to ensure that issues are brought to light and all impacted parties are knowledgeable regarding the concerns of HealthPartners operations, the client or the broker.
• Maintain consistent office hours and respond to all inquiries within 24 hours.
• Perform other duties as assigned.

REQUIRED QUALIFICATIONS:

• Post-secondary education (Bachelor’s strongly preferred)
• Two years of experience in a customer service related position
• Minnesota insurance license within three months of hire
• Demonstrated professional oral and written communication skills
• Working knowledge of Microsoft Word, Excel, PowerPoint or comparable applications
• Must be detail oriented, able to balance multiple priorities, and have strong time management and self-management skills
• Positive attitude and ability to function as a team player
• Current, valid, unrestricted Driver’s License (in the state of residence) free of major traffic violations or a pattern of repeated violations for the last 3 years and daily access to a relatable, insured vehicle.
• Execution of a non-solicitation agreement upon hire.

PREFERRED QUALIFICATIONS:

• Sales/account management experience in the health care industry
• Knowledge of health insurance and managed health care
• Prior experience in a team environment

About Us

At HealthPartners we believe in the power of good – good deeds and good people working together. As part of our team, you’ll find an inclusive environment that encourages new ways of thinking, celebrates differences, and recognizes hard work.

We’re a nonprofit, integrated health care organization, providing health insurance in six states and high-quality care at more than 90 locations, including hospitals and clinics in Minnesota and Wisconsin. We bring together research and education through HealthPartners Institute, training medical professionals across the region and conducting innovative research that improve lives around the world.

At HealthPartners, everyone is welcome, included and valued. We’re working together to increase diversity and inclusion in our workplace, advance health equity in care and coverage, and partner with the community as advocates for change.

Benefits Designed to Support Your Total Health As a HealthPartners colleague, we’re committed to nurturing your diverse talents, valuing your dedication, and supporting your work-life balance. We offer a comprehensive range of benefits to support every aspect of your life, including health, time off, retirement planning, and continuous learning opportunities. Our goal is to help you thrive physically, mentally, emotionally, and financially, so you can continue delivering exceptional care.

Join us in our mission to improve the health and well-being of our patients, members, and communities.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant because of race, color, sex, age, national origin, religion, sexual orientation, gender identify, status as a veteran and basis of disability or any other federal, state or local protected class.

Additional Information

• Job Identification: 124006
• Job Category: Sales
• Posting Date: 2026-10-22
• Work Schedule: Monday - Friday; core business hours This is a hybrid role with onsite presence required Tuesday through Thursday. Schedule and onsite days may be subject to change based on business and team needs.
• Hours Per Week/FTE: 40 hrs weekly / 1.0 FTE
• Job Shift: Day
• Position Type: Full-time regular
• Department: Sales Private Sector
• Pay Range: $24.04 - $36.06 hourly
• Pay Range Statement: Compensation is based on the level and requirements of the role. Pay within our ranges may also be determined by education, experience, knowledge, skills, location, and abilities as well as internal equity. Hired candidates may be eligible to receive additional compensation based on role (e.g., shift differential, bonus, sales incentive, productivity pay, etc.).
• Overtime Eligibility Status: Non-Exempt