Sales Specialist

Job Description:

• Manage the ancillary Request for Proposal (RFP) process, interacting with sales, brokers, and insurance carriers.
• Responsible for evaluating, analyzing, and making ancillary benefits recommendations.
• Ability to propose plan and pricing alternatives across all non-medical lines, including dental, vision, life, disability, absence, supplemental health, worksite, executive and voluntary benefits.
• Deliver high quality and accurate marketing workbooks in a timely manner.
• Provide prompt, efficient, and high-quality service to develop and maintain relationships with our broker partners, their clients, and our partner carriers.
• Able to educate and train internal and external partners on the technical nuances of ancillary products, pricing, and process.
• Serves as an extension of our Sales Managers and Account Executives in identifying growth opportunities across prospects and existing customers.
• Manage a high volume of Requests for Proposals (RFPs) in a pressure-filled environment.

Required, Knowledge, Skills, and Abilities:

• Strong mathematical and analytic skills.
• Incredibly attentive to detail; obsessed with accuracy and high-quality work product.
• Must be able to work in a fast-paced environment.
• Proficient in one’s presentation and communication skills – both verbal and written.
• Comfortable on the phone and presenting to clients and prospects in person or via webinar.
• Ability to learn quickly and work independently but thrives in a team environment.
• Demonstrates a sense of urgency and takes pride in one’s work.
• Highly proficient in MS Office – Excel, Word, and PowerPoint
• Aspirations to lead and learn various elements of a dynamic and growing employee benefits business, that focuses on technology, enrollment, administration, and marketing.

Qualified candidate should have the following:

• Broker or insurance carrier experience.
• Underwriting experience preferred.
• Undergraduate degree (preferred, but not required)
• Strong organizational, time management and follow-through skills.
• Self-motivated and goal oriented
• Desire to continually learn new products and services; adaptable and very curious.
• Life and Health license preferred or willing to become licensed within 180 days of employment.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.