Employee Benefits Internal Specialist

Sun Life • Hartford, CT

7d

About The Position

The opportunity: The Employee Benefits Internal Specialist, Group Underwriting position supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned Employee Benefit Representatives (EBR)/Small Business Sales Specialists (SBSS) within their team by generating timely and quality proposals, efficient discounting discussions and decisions with UW on the EBR/SBSS behalf and sold case processing. The position will also work closely with the EBIS and Underwriting, as well as Implementation. How you will contribute: Review and evaluate RFP for all Sun Life Group Insurance Products. Examine all documentation supplied with RFP to decide what proposal(s) and/ or potential variations to provide. Documentation may include prior carrier certificates, contracts, prior plan rates, census files, prior claims experience, sales rep preferences, broker special arrangements. Manipulate census data provided, to properly analyze the specific risk for each client. Configure system with all relevant data, plan design(s) and census data, and calculate manual rates. Perform rate analysis and rate adjustments within authority leveraging Manual Pricing Tool (MPT) and generate formal proposals with resulting rates. Support discounting discussions and approval with Sales Rep and UW when outside of authority limits. Process Sold Cases, including License and Appointment verification, marking cases sold in our administrative system, and setting up benefit enrollments utilizing our Case Manager system. Ordering of benchmarking reports (BPTs), Disruption reports and Netminders and order print materials through ePrint. Build strong relationship with EBRs through collaboration and communication on a daily basis. Assist and order gifts and giveaways through our fulfillment partners. Recognize and identify continuous improvements for the role and our team. Attend strategy calls for large-case (over 500 lives) groups. Conduct daily team huddles with learning opportunities.

Requirements

• Ability to work with a diverse range of people
• Employee Benefits or Group Benefits products knowledge
• Bachelor’s degree or equivalent year of experience preferred
• Knowledge of insurance products and systems a strong plus
• Ability to develop and maintain effective, professional business relationships across all levels of the organization
• Demonstrate a responsive, service oriented professional approach in all interactions
• Ability to think creatively and use professional judgment to resolve non-routine quoting issues
• Organizational skills to approach work in an organized fashion and to effectively follow-up on outstanding details
• Strong customer service skills, displaying flexibility and adaptability
• Strong written and verbal communication skills and experience
• Strong decision making and problem solving skills and experience with attention to detail
• Demonstrate ability to work independently and effectively in a multi-site organization, with minimal supervision
• Demonstrated ability to establish and maintain excellent team-oriented interpersonal working relationships
• Demonstrated ability to work in a fast-paced, deadline oriented environment with multiple priorities and established performance standards
• Proficiency in Microsoft Office with strong technical knowledge of Excel

Nice To Haves

• Knowledge of insurance products and systems a strong plus

Responsibilities

• Review and evaluate RFP for all Sun Life Group Insurance Products.
• Examine all documentation supplied with RFP to decide what proposal(s) and/ or potential variations to provide.
• Manipulate census data provided, to properly analyze the specific risk for each client.
• Configure system with all relevant data, plan design(s) and census data, and calculate manual rates.
• Perform rate analysis and rate adjustments within authority leveraging Manual Pricing Tool (MPT) and generate formal proposals with resulting rates.
• Support discounting discussions and approval with Sales Rep and UW when outside of authority limits.
• Process Sold Cases, including License and Appointment verification, marking cases sold in our administrative system, and setting up benefit enrollments utilizing our Case Manager system.
• Ordering of benchmarking reports (BPTs), Disruption reports and Netminders and order print materials through ePrint.
• Build strong relationship with EBRs through collaboration and communication on a daily basis.
• Assist and order gifts and giveaways through our fulfillment partners.
• Recognize and identify continuous improvements for the role and our team.
• Attend strategy calls for large-case (over 500 lives) groups.
• Conduct daily team huddles with learning opportunities.

Benefits

• generous vacation and sick time
• market-leading paid family, parental and adoption leave
• medical coverage
• company paid life and AD&D insurance
• disability programs
• partially paid sabbatical program
• 401(k) employer match
• stock purchase options
• employer-funded retirement account
• flexible, inclusive and collaborative work environment that supports career growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees