Healthfirst · 1 week ago
Integrated Products Project Liaison
Healthfirst is seeking an Integrated Products Project Liaison to provide administrative support for the Integrated Products Sales group's growth initiatives in long-term care products. The role involves coordinating processes, ensuring quality customer service, and managing projects across multiple teams while maintaining effective communication and organization.
Commercial InsuranceHealth CareHealth InsuranceInsurance
Responsibilities
Provides administrative support to Long Term Care Sales department by acting as liaison among LTC Sales, PHSP Sales, Medicare Sales, Intake, Ancillary, Fleet, Community Engagement and Clinical Teams as necessary
Works collaboratively with Finance/IS/IT in obtaining and summarizing growth, membership and staffing reports
Assists in staff onboarding through ordering of all equipment and scheduling any necessary training
Monitors annual premiums budget, as well as in-house/warehouse inventory of marketing supplies/premiums
Prepare marketing packages, including the ordering and stocking of product specific marketing materials for the full Integrated Products Sales Team
Assists with data entry of Marketing/Provider Contacts into a designated database (Salesforce) as needed
Handle incoming telephone calls from field marketing staff and leadership in a prompt, courteous and appropriate manner
Pulls and updates provider specific referral reports for Sales Leaders and marketing staff, with validated information, in a timely manner
Identifies opportunities to streamline reporting for the Sales Leaders
Reviews and summarizes performance dashboards for the IP Sales Team
Schedules and maintains various meeting calendars
Takes all team meeting specific minutes and follow-up items
Develops and maintains all provider specific quarterly presentation decks
Develops field presence heat maps and identifies opportunities for growth through on-site marketing efforts
Tracks and distributes team commission/bonus statements
Acts as the primary point of contact within Integrated Sales, for any Community Engagement Events/Sponsorships
Monitors and requests maintenance for full team equipment such as laptops, phones, VPN devices, etc
Other duties as assigned
Must be willing to work overtime if needed
Qualification
Required
High School diploma/GED or equivalent experience
Strong planning, organizing, and execution skills - experience managing a range of concurrent large scope projects
Ability to craft communications, set meetings and organize schedules in Microsoft Outlook
Ability to communicate effectively verbally and in writing
Ability to establish and maintain relationships with key stakeholders
Advanced level Excel capabilities including Data Sorting, Data Filters, Pivot Tables and V Lookups
Be able to work in a fast-paced environment
Preferred
Bachelor's degree
1-3 years of long-term care experience
Change leadership skills coupled with exceptional relationship building and influencing ability
Problem solving skills; ability to think strategically and critically in developing solutions to complex problems
Creativity and flexibility in addressing future challenges in alignment with Healthfirst's long-term growth and profitability goals
Benefits
Medical
Dental and vision coverage
Incentive and recognition programs
Life insurance
401k contributions
Company
Healthfirst
Healthfirst is a health insurer providing medical, business, and health insurance services.
Funding
Current Stage
Late StageLeadership Team
Pat Wang
President and CEO
Recent News
2026-01-22
2025-10-10
Crain's New York Business
2025-09-23
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