Sales Support Analyst – Stop Loss

Department: Job Title: Reports to:

Sales Sales Support Specialist Vice President, New Business
Development & Compliance

Job Summary: The following statements are intended to describe the general nature and level of work being performed. They are not intended to

be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

The Sales Support Specialist is primarily responsible for supporting the Sales and Account Managers in generating new
business and renewing existing accounts for service lines (medical, dental, vision) through organizing and requesting
information relative to RFPs received and renewals, identifying viable prospects, development of strong insurer and
network relationships, and securing competitive stop loss bids. The Sales Support Specialist is also responsible for
entering RFP, renewal, opportunity, and broker information into Salesforce and assists in creating close strategies with
the Sales and/or Account Manager.

Essential Functions:

• Coordinate request for proposal process from receipt of RFP through sale of product/service and renewals.

• Review of initial RFP materials to determine missing information and barriers to stop loss.

• Discussion with sales manager to understand strategic sales direction or if internal declination protocols apply.

• Communication with broker/agent to obtain missing and additional competitive information.

• Entry of all relevant data and milestones in Salesforce and archive creation for all RFP documents relating to

• Select appropriate partner markets from which to request proposals based on partner market strengths,

• Review of bids from partner stop loss markets for accuracy, consistency of terms with those requested

• Prepare proposal/Summary of Benefits (if we build a TC plan based on their current benefit) and provide to

• Respond to follow-up inquiries concerning stop loss quotations from sales manager and/or broker.

• Provide feedback on competitiveness of stop loss proposals, in price and provisions, to partner markets.

• Ensuring that preferred carriers maintain appropriate turnaround times and proper rating on renewal and

• Review and identify members for whom the underwriters will want updated status on condition and

• Responsible for all aspects of the stop loss renewal on current inforce business. Providing the best renewal

• Shopping for competitive Stop Loss Insurance by providing timely reporting for client renewals including

• Ability to understand stop loss contractual provisions, network, PBM and financial, plan design information

• Ability to anticipate and understand the unique needs of our sales partners and develop strong working

• Support the post-sale and renewal process through assistance with stop loss binding, disclosure and

• Effectively utilize Salesforce by entering accurate and timely information updates, documentation of milestone

• Develop and maintain positive working relationships with both internal and external stakeholders, including

• Provide marketing support and feedback for the development of new or enhanced products and services.

• Create and maintain a library of policies and procedures for standard tasks, ensuring continuity of information

• Peer review of proposals for accuracy and clarity, ensuring shared knowledge of current prospects and

• Other duties as assigned.

Essential Skills and Experience:

• Understanding of self-funding and third-party administration including, but not limited to stop loss, all

• Prior Underwriting experience preferred.

• MS Office proficient, with exceptional Excel capabilities.

• Highly organized and detail-oriented self-starter, having the ability to work with little direction.

• Able to manage multiple projects concurrently, with the capacity to prioritize and deliver accurate and timely

• Excellent oral and written communication skills.

• Advanced problem solving and critical thinking skills, with a strong mathematical proficiency.

• Strong sense of urgency and customer focus, including a consultative approach to customer service.

Degree of Supervision: Close Supervision (Entry Level), Supervision (Independent), General Supervision (Advanced), Direction (Manager),

General Direction (Director)

• General Supervision

Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative

of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.

• Physical Demands: Job requires sitting up to eight hours a day. Body movement primarily in hand and arm

• Work Environment: The noise level in the work environment is usually minimal.
  

Revised 2021
Approved by: JMueller 4.9.19

Sales Support Specialist

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