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Blue Shield - New Virtual Blue Plans

The Virtual Blue plans give members (small and large groups) the choice of virtual or in-person care. Virtual care includes $0 unlimited visits to primary care, behavioral health and specialty care through a new partnership with AccoladeCare. In-person care is available through the Tandem PPO network in California and via BlueCard when outside of the state.

The two Virtual Blue small group plans available in PRISM are the Virtual Blue Gold Tandem PPO 1500/45 and Virtual Blue Bronze Tandem PPO 7500/75. These can be identified by ‘Virtual Blue’ in the plan name.

When using the PRISM filter options for Narrow or Broad networks, select ‘All’ networks instead of ‘Broad’ only networks to generate plans for Blue Shield’s Virtual Blue, Trio HMO, and Tandem PPO plans.

If you need assistance, please contact our Quotes team at or 800.696.4543.

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Broker Services Representative II

Do you take pride in providing top-notch customer service? Do you excel at building lasting and meaningful relationships with clients, carrier partners, and team members?

We have an immediate opening for a Broker Services Representative II with extensive group benefits experience who can successfully manage day-to-day enrollment support requests and has experience managing the group application processing (Underwriting).

We are focused on delivering the best possible customer service, which builds loyal broker-clients returning to use our services for many years.

We offer a competitive salary, great incentives, and a full benefits package.


Position Summary

The Broker Services Representative II (BSR II) works directly with clients, carrier partners, fellow service team members, and Customer Engagement Managers, to match the needs of our clients with the right deliverables from Claremont’s (“our” or “the Company’s”) menu of services. As a BSR II, you will provide those services, with responsibility for ensuring they meet the Company’s standards for quality, consistency, and timeliness.

Here are your essential responsibilities and duties, keeping in mind that this is not a complete list of possible tasks that you may be assigned.

Essential Responsibilities

You are responsible for ensuring that the services you provide for delivery to our clients are of the highest quality, are consistent with our standards, and are delivered timely. You will conduct your activities with clients, coworkers, partners, and anyone in our community, according to our core values:

Thoughtfulness | Innovation | Professionalism | Positivity | Collaboration

Essential Duties

  • Maintain and continually add skills and knowledge so you can execute the functional tasks of a broker services representative in at least two of the three key service areas:
    • Quoting
    • Eligibility Determination and Application Processing (Underwriting)
    • Enrollment Support (During The Plan Year)
  • Responsible for meeting our quality, consistency and timeliness standards in all services provided.
  • Demonstrate knowledge and understanding of our product and services.
  • Demonstrate knowledge of our carrier partners’ features and benefits.
  • Serve customers professionally and thoughtfully.
  • Conduct enrollment meeting presentations both virtually and in-person.
  • Train and mentor less experienced staff.
  • Work directly with carrier partners.

These responsibilities and duties may change from time to time at the company’s discretion.

Knowledge, Skills, and Abilities

  • Comprehensive knowledge of small group benefits products in California, market segments, rates, underwriting guidelines, submission requirements and other administrative requirements.
  • High willingness to adopt, learn and integrate technology into the execution of essential job duties.
  • Customer service techniques and skills.
  • Effective communication skills, both orally and in writing.
  • Very comfortable using software platforms such as: quoting engines (like HealthConnect), office productivity (like Microsoft Office suite), document creation/editing (such as Acrobat), document management (such as Box), CRM (such as Salesforce), online meeting platforms (such as Zoom), and benefits administration (such as Ease).
  • Familiarity with basic business equipment and tools including cell phone, voicemail, and personal computer/laptop.
  • Knowledge of fundamental business protocols including but not limited to alpha filing, telephone etiquette, email, instant messaging, online meeting/presentation etiquette, documentation, record keeping, and basic quality assurance techniques.
  • Knowledge of routine business communication methods such as the style and format of letters, emails, memoranda, meeting notes, and reports.

Qualification Requirements

  • Minimum of two years of post-secondary education, and/or 3 to 5 years in customer service position in which similar knowledge, skills, and abilities were utilized.
  • Bachelor’s degree preferred.
  • Minimum of two years of experience in health insurance industry working at a brokerage/agency, general agency or carrier is required.
  • Department of Insurance Health/Life License required.
  • Fluent in Spanish (written and oral) preferred.
  • Travel may be required by car. Proof of insurance and a clean Department of Motor Vehicles record will be required.

Physical/Mental Demands and Working Conditions Requirements

  • Consistent and reliable performance and good attendance.
  • Work well in a fast-past, dynamic environment and handle multiple tasks.
  • Effectively manage moderate stress, including regular workload and deadlines.
  • Communicate in a cooperative and constructive manner.
  • Ready to lift and carry items approximately 10 – 15 pounds in weight.
  • Ability to stand or sit at a desk workspace for extended periods of time.


Salary plus bonus and excellent benefits.

About Claremont Insurance Services

We are a leading General Agency in California. We help insurance brokers sell and implement employee benefits for companies in the small group market. Our mission is simple: help our clients grow their businesses. If you are looking for growth, then at Claremont your effort and determination are your only limiting factors. If this aligns with your goals, contact us. We’d welcome the chance to tell you more.


The Company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.

Broker Services Representative II

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