Sales Support Analyst (3809)

Purpose of Position:

To streamline workflow in Sales Department and assist Sales Reps as needed with quotes, sales and services of small group and group-related products. In addition, position will review group applications based on carrier guidelines. Position will also follow up with Brokers and Sales Reps for pending items; Position may require mandatory overtime during months of heavy volume.

Essential Functions:

• Demonstrates adherence to our published core values of Integrity, Service, Passion, Innovation, Accountability, and Respect on a consistent basis in the performance of your position.

Quoting Inbox

• Review quote request for required information: ER zip, EE info etc. and oversee submission and accurate receipt from Shared Services.
• Report quote errors to RVP (shared services).

Quoting

• Assist with sales teams with quotes, sales and services of group health and ancillary products.
• Be proficient in WBQuote
• Create spreadsheets in both market segments for medical and ancillary.
• Process New Hire Worksheets.
• Be proficient in the Ancillary RFP Process
• Backup for ISR proposal distribution including executive summaries
• Beta testing quotes and provide feedback to IT as needed.

Enrollments

• Assist Sales Team with scheduling enrollments, ordering, maintaining, and coordinating all enrollment materials. Contact brokers and clients to set up enrollments. Confirm plan choices, contributions, addresses and phone numbers and communicate this information to the Sales Team.
• Update quote to reflect plan selections and contributions.
• Run employee worksheets.

Office Administration

• Assist with Office reports (training hours), Concur, check requests, POs, broker relations, and outside vendors (i.e POP & Cobra) as needed.
• Schedule carrier, vendor, and internal meetings.
• Assist with setting up and ordering supplies, preparing materials, kits, and quotes for the Region's seminars and broker events. Order and coordinate giveaways and food with RVP.
• Order all supplies as needed by sales team

Underwriting

• Maintain familiarity with current underwriting guidelines.
• Answer pre-sale underwriting questions for brokers and sales team.
• Scrub new case submissions for deal killers.
• Verify case submission is complete via SF tickets
• Review pending items for accuracy in a fast-paced environment.
• Work with the underwriting team to meet 24 hour turn time by prioritizing the day’s workflow.
• Provide excellent Customer Service to internal and external customers.
• Provide team underwriting updates based on cases submitted.

Renewals

• Support retention efforts including pulling renewals on behalf of ISRs/RSM’s

Salesforce

• Update daily activities in the system.
• Check client information and update as requested.
• Submit tickets for service.

Client Experience

• Submit CX tickets on behalf of sales team/brokers.
• Research client/broker service requests.
• Retrieve ID cards.
• Lookup Providers and medications.
• Verify group enrollment.
• Misc. customer service issues.

Miscellaneous:

• On-site or remote attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.
• New Hire Onboarding Assistance and training schedules