Responsible for overall client and broker experience and proactive client retention. Strives to meet or exceed key department performance goals. Assists clients and brokers with resolution of issues by phone, e-mail and/or face-to-face meeting regarding benefits, eligibility, claims, billing, renewals, and plan options and changes.

• High school diploma or GED is required. College degree in business administration, three years of healthcare or insurance industry experience, or equivalent combination is preferred.
• Excellent customer service, organizational, interpersonal, time management, and verbal and written communication skills
• Sales- and detail-oriented and able to consistently meet deadlines
• Effectively present information in one-on-one and small group settings to customers, clients, Senior Management, and other employees of the Company
• Work independently and in a team environment
• Intermediate-level proficiency in Microsoft Word and Excel
• Valid driver’s license, automobile insurance, and reliable means of transportation
• Health/life producer license is preferred

Provides support for company growth and retention initiatives through the maintenance and analysis of relevant prospect and client data and modeling of Key Performance Indicators (KPIs). Administers the Salesforce Customer Relationship Management (CRM) database and drives data quality assurance with regular review and audits of prospect and client data. Ensures data governance, compliance, and integrity.

• High school diploma or GED is required. Bachelor’s degree in a technical or business-related field; two years of experience in database management, data analytics, or a related area; or an equivalent combination of education and experience is required.
• Strong IT skills with a proficiency in analytics and data management
• Reporting and data visualization skills
• Proactive approach to risk identification and mitigation
• Strong attention to detail, problem-solving and relationship management
• Excellent analytical, organizational, time management, and verbal and written communication skills
• Able to prioritize, multi-task, consistently meet deadlines, and work well with others and in a fast-paced environment
• Intermediate-level proficiency in Microsoft Word and advanced-level proficiency in Microsoft Excel
• Experience working with Salesforce software is preferred

The New Group Coordinator provides excellent customer service to external brokers, internal account executives, clients, and other departments related to the client application and quoting process. This includes handling incoming phone calls and emails promptly; assisting with the preparation, coordination, and distribution of quotes; and following up with brokers and prospective clients.

• High school diploma or GED is required. College degree; two years of experience in customer service, administration, or a related area; or an equivalent combination of education and experience is preferred
• Intermediate-level proficiency in Microsoft Word and Excel
• Excellent customer service, organizational, interpersonal, problem-solving, time management, and verbal and written communication skills
• Detail-oriented, flexible, adaptable, and consistently meet deadlines
• Work independently and in a team environment
• Add, subtract, multiply, and divide figures and amounts
• Read and comprehend reference materials related to health insurance
• Write detailed correspondence

• Assists the Director of Sales Operations with pipeline management including lead assignment, requests for quotes (RFQ), throughput, and proposal generation.
• Processes inbound RFQs through our broker channel and ensures Salesforce is up-to-date with submission status, competitive intelligence, and prospect details.
• Serves as a liaison for Underwriting to brokers and Account Executives to resolve questions and ensure receipt of the correct documentation needed to evaluate risk and set premium levels.
• Assists brokers and Account Executives with onboarding clients including final paperwork, client meetings and setup, Association Health Plan coordination, Continuity of Care forms, and onsite orientations as needed.
• Oversees Salesforce database management to ensure we have updated and accurate information pertaining to opportunities. Serves as main point of contact for Account Executives regarding CRM questions and updates.
• Assists Account Executives and brokers with pre-close questions and tasks between internal departments.
• Manages sales rotor leads that come in through the Sales ACD phone line or online form.

• Bachelor’s degree in a technical or business-related field; two years of experience in sales, sales operations, or a related area; or an equivalent combination of education and experience.
• Excellent customer service, interpersonal, organizational, analytical, time management, and verbal and written communications skills
• Strong attention to detail, able to work well with others, and consistently meet deadlines
• Prioritize, multi-task, and work in a fast-paced environment
• Intermediate-level proficiency in Microsoft Word and Excel
• Add, subtract, multiply, and divide amounts including percentages and decimals
• Valid driver’s license, automobile insurance, and reliable means of transportation

• Experience working with Salesforce software
• Intermediate-level proficiency in Microsoft Outlook and PowerPoint
• Business-to-business sales experience
• Proven track record of consistently exceeding sales and key performance indicator (KPI) goals
• Reporting and database management skills