Healthcare consultant

Please note : This is a hybrid position (3 days in office, 2 days Work at Home). Incumbent candidate must be able to work in Walnut Creek, CA office three days per week.

Job Summary :

Performs a broad range of sales operations functions for the new business sales process and will serve as a liaison between assigned New Business Managers and internal partners.

This role will have external facing responsibilities and is accountable to be a trusted resource for the end-to-end Sales process from prospective clients (Request for Proposals - RFP) to sold business.

Key functions include working closely with presale, underwriting and brokers to ensure documents, information and tasks are moving through the sales process timely with the highest degree of accuracy.

This role requires a demonstrated ability to work independently, under tight time constraints while prioritizing workload, demonstrating sound judgment and build relationships internally and externally.

Job Duties :

Key resource aligned to designated new business managers and their block of brokers, clients and internal matrix partners for the sales operations functions from Request for Proposal (RFP) to post sale implementation and client effective date.

Responsible to coordinate and process end- to -end new business sold transactions and document package across all product lines, programs and compliance legislations and mandates as assigned to include In Good Order status for successful implementation

Demonstrate professional interaction with internal and external partners, proactively obtain missing / incomplete information and ensures the key transactions are moving through the process timely and accurately with attention to detail and follow ups

Partner with presale, Underwriting, Product, Health Engagement, Compliance, Service Operations (1st 30 days of new install) and Commission team as needed

Communicate information regarding the renewal experience to include downstream risks and notifications for confirmed and pending renewing clients.

Maintain tracking and reporting of status and deliverables associated with assigned book of business

Supports creation of Finalist Presentation materials with New Business Manager

Perform work within standard operating procedures related to the new business

process ensuring compliance and timeliness in alignment with quality and service

delivery expectations

Utilize multiple web-based knowledge resources to review benefits for Federal

Regulation and State Mandate compliance, as well as Cigna product standards

SFDC audits / updates based on opportunity received

Participate in projects related to new business services and other product / process related initiatives.

Qualifications :

Bachelor / Associate’s degree in a related field preferred or at least one year of related experience.

Previous sales operations, presale or benefit service experience preferred

Prior experience working with matrix partners and external customers is preferred

Strong attention to detail and demonstrated experience in delivering high quality work

Excellent communication, organization and presentation skills

Knowledge of systems such as Excel, Word, Outlook, SFDC applications.

Strong attention to detail, analytical and problem solving skills

Demonstrated ability to work in a fast paced environment

Last updated : 2024-05-17