Internal Sales Specialist - Group Benefits (Waltham, MA or Woodcliff Lake, NJ)

Principal Financial Group • Waltham, MA

8d • Hybrid

About The Position

This position plays a vital role in the pricing and positioning of new business proposals for Group Benefits. The specialist will analyze bid specifications, collaborate with sales and account management teams, provide expertise on underwriting guidelines, and communicate proactively with brokers and internal partners. They will utilize a proprietary rating engine for data entry and proposal generation, and educate brokers on the company's offerings. Periodic visits to broker offices may be required.

Requirements

• Bachelor's degree or equivalent.
• 2+ years of experience in group benefits required.
• Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses.
• Must maintain licenses by meeting continuing education requirements.
• Ability to understand and maintain knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems.
• Strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
• Good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior.
• Excellent computer and keyboarding skills.
• Excellent level Excel skills as well as Microsoft Office knowledge.
• Must work well under pressure and be self-directed.

Nice To Haves

• Experience quoting and pricing group benefits.
• Salesforce experience a plus.
• 4+ years of experience in group benefits required (for Sr Internal Sales Specialist).

Responsibilities

• Analyze bid specifications with precision and insight to ensure proposals meet client needs.
• Collaborate closely with sales and account management teams, providing expertise on underwriting guidelines.
• Be proactive in communications with brokers and internal partners, ensuring seamless information flow and follow-up.
• Use proprietary rating engine, entering and handling crucial data for accurate proposals.
• Share knowledge with partners, helping them understand offerings inside and out.
• Periodically visit broker offices alongside sales representatives to build relationships.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree