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Job Summary
Perform Sales Support functions for Small Group Sales Department that aids in the sales process. Provide technical and administrative support to maximize opportunities for meeting and exceeding new membership sales targets. Prepare new business and renewal proposals for delivery. Gather, review, and analyze information; prepare and deliver reports.
Responsibilities:
* 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.
Qualifications:
* 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)