- Effectively utilize Salesforce by entering accurate and timely information updates, documentation of milestone
events, and assigning necessary tasks for project workflow. Create new and utilize existing report templates
within Salesforce to track prospect status, provide feedback to brokers and partner markets, and maintain
organization of ongoing work/tasks. Salesforce entry also includes building accurate rate sheets to enable
Finance to Invoice and provides other departments contractual information they need to build reports / enter
data into the claims system. Rate sheet includes administration, stop loss, and ancillary lines.
- Develop and maintain positive working relationships with both internal and external stakeholders, including
but not limited to Sales Managers, Account Managers, stop loss partners, brokers, and analysts.
- Provide marketing support and feedback for the development of new or enhanced products and services.
Assist in updating proposal documents and marketing materials to include new product and service
information.
- Create and maintain a library of policies and procedures for standard tasks, ensuring continuity of information
and documented training materials are available.
- Peer review of proposals for accuracy and clarity, ensuring shared knowledge of current prospects and
superior communication in external proposals.
- Other duties as assigned.
Essential Skills and Experience:
- Understanding of self-funding and third-party administration including, but not limited to stop loss, all
components of health benefits, plan design, FSAs, HRAs and HSAs, wellness, and COBRA, preferred.
- 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
results.
- 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.
Fundamentals: 1. Take Care of Our Clients; 2. Deliver Results; 3. Be a Fanatic About Response Time; 4. Own It; 5. Be a
Great Teammate; 6. Honor Commitments; 7. Get Clear on Expectations; 8. Work Smart
StrengthsFinder: Achiever-E; Analytical-S; Arranger-E; Communication-I; Deliberative-E; Positivity-R; Relator-R;
Responsibility-E; Self-Assurance-I; Strategic-S
Degree of Supervision: Close Supervision (Entry Level), Supervision (Independent), General Supervision (Advanced), Direction (Manager),
General Direction (Director)
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
functions associated with normal office activities. Hand and eye coordination, and hand dexterity is required
for handwriting and keyboarding over prolonged periods of time. Specific vision abilities required by the job
include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust
focus. This position requires occasional lifting and/or carrying of no more than 25 pounds, and bending,
squatting pushing and pulling.
- Work Environment: The noise level in the work environment is usually minimal.
Revised 2021
Approved by: JMueller 4.9.19