Sales Executive - Middle Markets, Bay Area
Blue Shield of California, San Francisco, California, United States, 94102
Northern California Middle Markets Sales Team Role
The Northern California Middle Markets Sales team works with brokers and consultants to grow new Medical and Specialty business for Blue Shield of California. Reporting to the Director of Sales, this role focuses on identifying and selling to employer groups (1012,999 employees) and collaborating with internal teams like Underwriting, Implementation, and Account Management. The ideal candidate should clearly communicate our mission and strategically position our products to earn broker support. Responsibilities
In this role, you will: Serve as a trusted advocate and voice of Blue Shield of California (BSC) in the marketplace; develop deep relationships with targeted producers to ensure that Blue Shield of California is considered on all new business RFPs. Position BSC and Commercial Markets business for long-term success. Cultivate and maintain broker relationships - educate broker partners on our product portfolios, facilitate delivery of sales proposals, and obtain competitive market information. Meet and exceed targets for medical, dental, vision and life production for Middle Market Accounts (101 2,999 eligible employees). Support market facing activities and programs that highlight BSC's value for employers, brokers, and members, and coordinate and facilitate finalist presentations. Provide timely and accurate reporting of sales activities within internal CRM. Participate in weekly sales team meetings focused on RFP pipeline management, target prospects and producer firm activities. Work together with everyone in the sales team by offering market insights or relevant feedback and helping the group reach new membership targets. Demonstrate advanced negotiating and underwriting expertise, along with a comprehensive knowledge of fully insured rate development and self-funding contract structures and terminology. Qualifications
Your Knowledge and Experience: Requires a bachelor's degree or equivalent experience. Requires at least 7 years of insurance-employee benefit sales experience. Requires an active Life Agent license with the California Department of Insurance. Requires experience with Fully Insured and Self-Funded funding arrangements. Requires experience with virtual and in person presentations. Requires relationships with Tier One brokers and Consultants. Requires the ability to be within the Bay Area territory 50-70% of the time. About Us
As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies. At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience. To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals. Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities
join us! Our Values: Honest.
We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short. Human.
We strive to listen and communicate effectively, showing empathy by understanding others' perspectives. Courageous.
We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals. Our Workplace Model We believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility - providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in-person interaction, collaboration, connection, creativity and flexibility: For most teams, this means coming into the office two days per week. Employees living more than 50 miles from an office location, out of state employees, and employees in certain member-facing roles should work with their manager to determine in-office time based on business need. For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being. The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews. Physical Requirements: Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day. Equal Employment Opportunity: External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.
The Northern California Middle Markets Sales team works with brokers and consultants to grow new Medical and Specialty business for Blue Shield of California. Reporting to the Director of Sales, this role focuses on identifying and selling to employer groups (1012,999 employees) and collaborating with internal teams like Underwriting, Implementation, and Account Management. The ideal candidate should clearly communicate our mission and strategically position our products to earn broker support. Responsibilities
In this role, you will: Serve as a trusted advocate and voice of Blue Shield of California (BSC) in the marketplace; develop deep relationships with targeted producers to ensure that Blue Shield of California is considered on all new business RFPs. Position BSC and Commercial Markets business for long-term success. Cultivate and maintain broker relationships - educate broker partners on our product portfolios, facilitate delivery of sales proposals, and obtain competitive market information. Meet and exceed targets for medical, dental, vision and life production for Middle Market Accounts (101 2,999 eligible employees). Support market facing activities and programs that highlight BSC's value for employers, brokers, and members, and coordinate and facilitate finalist presentations. Provide timely and accurate reporting of sales activities within internal CRM. Participate in weekly sales team meetings focused on RFP pipeline management, target prospects and producer firm activities. Work together with everyone in the sales team by offering market insights or relevant feedback and helping the group reach new membership targets. Demonstrate advanced negotiating and underwriting expertise, along with a comprehensive knowledge of fully insured rate development and self-funding contract structures and terminology. Qualifications
Your Knowledge and Experience: Requires a bachelor's degree or equivalent experience. Requires at least 7 years of insurance-employee benefit sales experience. Requires an active Life Agent license with the California Department of Insurance. Requires experience with Fully Insured and Self-Funded funding arrangements. Requires experience with virtual and in person presentations. Requires relationships with Tier One brokers and Consultants. Requires the ability to be within the Bay Area territory 50-70% of the time. About Us
As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies. At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience. To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals. Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities
join us! Our Values: Honest.
We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short. Human.
We strive to listen and communicate effectively, showing empathy by understanding others' perspectives. Courageous.
We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals. Our Workplace Model We believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility - providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in-person interaction, collaboration, connection, creativity and flexibility: For most teams, this means coming into the office two days per week. Employees living more than 50 miles from an office location, out of state employees, and employees in certain member-facing roles should work with their manager to determine in-office time based on business need. For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being. The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews. Physical Requirements: Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day. Equal Employment Opportunity: External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.