- Facilitate the Small Group new business quoting process through the ConnectiCare broker portal/Sales Force.
- Coordinate with Account Executives & Brokers to initiate proposal requests.
- Act as the liaison between sales and underwriting for all Fixed Funding Solutions quote requests.
- Provide Opportunity management and complete required information for all Small Group requests for proposal.
- Obtain and prepare quote data; provide comparisons between current/renewal rates and new rates; analyze and summarize the results.
- Create and maintain reporting database of monthly sales activity reports, as well as other ad hoc report requests.
- Support the Small Group Installation process by serving as a liaison between Account Executive(s) and enrollment & billing operations.
- Coordinate with onboarding of new employer group clients including issuance of policy documents and portal onboarding.
- Assist Small Group Account Executive(s) with servicing of potential clients and brokers by responding to internal and external administrative sales requests.
- Assist with renewal issuance for Small Group Fixed Funding Solutions and ConnectiCare of Massachusetts.
- Act as the liaison between sales and underwriting for all Fixed Funding Solutions renewal requests.
- Foster positive business relationships with the brokerage community, while promoting and marketing ConnectiCare's services.
- Ensure appropriate response to communications is initiated/maintained.
- Perform other related projects and duties as directed, assigned, or required.
- Associates degree (Required); Bachelor’s degree (Preferred)
- 2 – 3+ years of previous customer service experience in an insurance/managed healthcare sales environment (Preferred)
- Pre-Sale expertise (Preferred)
- Experience with SalesForce (Preferred)
- Additional experience/specialized training/certification may be considered in lieu of degree requirement (Required)
- Proficient with MS Office - Word, Excel, PowerPoint, Outlook, Teams, SharePoint (Required)
- Excellent communication skills - verbal, written, presentation, interpersonal, with all types/levels of audiences (Required)
- Strong organizing and prioritizing skills; ability successfully manage multiple tasks/projects simultaneously (Required)
- Outstanding attention to detail; analytical and problem-solving skills (Required)
- Ability to function independently as well as in a team environment (Required)
Additional Information
- Requisition ID: 1000001737
- Hiring Range: $45,000-$77,000