Location
Hartford, CT | United States
Job description
Full job description
Job Description:
Pay Range $21.77hr - $27.77hr
- The Presale Specialist will assess RFPs (request for proposals) that are submitted to the Client by insurance agents looking to obtain Group Life/Disability and Worksite or Supplemental Health products for their group clients.
- The Presale Specialist will effectively analyze the initial Requests for Proposal (RFPs), systematically scrub the data provided for completeness and in accordance with minimum data requirements.
- They will ensure that all licensing and compliance requirements are followed prior to moving forward.
- The Presale Specialist understands the short turnaround times and that the volume is seasonal.
- The Presale Specialist is expected to review submission for missing information, analyze requests, prioritize strategically, and think proactively regarding customer needs while effectively completing the RFP.
- The Presale Specialist will have a great sense of ownership and responsibility when it comes to fostering relationships with our Sales Support and with the Client sales team.
Responsibilities:
- Completes the execution of rating the products per the request and creating a proposal.
- Partners with the RAE to maintain an active and productive relationship.
- Understands how industry and location can affect The Client's Benefit offerings.
- The Presale Specialist will review rating reports for accuracy and reasonability to better understand variance.
- Works closely with Underwriting when necessary to ensure risk-identified provisions or requests are addressed.
- Ensures RAE’s pricing is within authority and communicates timely when outside of authority.
- Provides accurate and timely delivery of proposal, meets quality guidelines and turnaround times.
- Proactively engages other team members to assist with a process challenge in an effort to avoid delays.
- Manages work queue, processes re-rates and escalates urgent issues to manager and proposes work solutions as necessary.
Requirements:
- College degree preferred or equivalent experience.
- Knowledge of Group Ancillary products preferred.
- Intermediate Excel experience (V-lookups, pivot tables).
- Excellent time management skills.
- Ability to create and maintain effective relationships.
- Customer focus with the drive to exceed expectations.
- Demonstrates integrity and respect consistently.
- Strong writing and communication skills.
- Can balance multiple priorities with a focus on timely deliverables.
Any Questions?
Text Us 1-833-791-1431
Call Us 1-855-50-CYNET
Email Us [email protected]
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Job Type: Contract
Salary: $21.77 - $27.77 per hour
Schedule:
- 10 hour shift
- 8 hour shift
- Day shift
- Monday to Friday
Application Question(s):
- Are you local to Hartford CT?
Ability to Relocate:
- Hartford, CT: Relocate before starting work (Required)
Work Location: In person
Job tags
Salary
