Sales Installation Specialist

Point32Health • Remote Worker Home Office (MA), MA

2d • $25 - $38 • Hybrid

About The Position

The Sales Installation Specialist reports to the Implementation & Quoting Manager in Commercial Business. The role is responsible for broker service related to quoting and renewals, installation of new groups, processing renewals for all small groups.

Requirements

• High school diploma
• 1-3 years in office/business environment
• Basic computer skills required, specifically Microsoft Office (Excel, Word)
• Strong interpersonal skills, ability to clearly communicate verbally and in writing
• Attention to detail
• Ability to manage multiple account implementations simultaneously

Nice To Haves

• Bachelor’s degree in a related field
• 3-5 customer service experience
• Experience with customer relationship management (CRM) tools a plus

Responsibilities

• Provide high quality service to assist brokers with quoting on self-service tools, answer questions about products and plans, and provide overall customer service related to quoting and renewals through multiple channels, such as phone, email, cases submitted through web site.
• Daily monitoring of new business and renewal quotes, including follow up with brokers and/or Account Executive as needed to assist with continuing the quote/renewal process.
• Complete new business installs including the collection of required documentation from broker and employer, adding new plans, entering account information into CRM, creating group structure, and completing system requirements for downstream processes such as billing, enrollment, etc.
• Complete renewal process for existing customers on annual basis, updating account information (contacts, addresses, plans, etc.), adding new plans, etc.
• Update systems/trackers with current account status during the installation/renewal process.
• Processing of related documentation into the Privacy and Security database.
• Maintain working knowledge of all systems related to the installation of new or renewal groups.
• Maintain current working knowledge of underwriting guidelines and multiple state regulations regarding small and/or large group business regulations.
• Other duties and projects as assigned.

Benefits

• Medical, dental and vision coverage
• Retirement plans
• Paid time off
• Employer-paid life and disability insurance with additional buy-up coverage options
• Tuition program
• Well-being benefits
• Full suite of benefits to support career development, individual & family health, and financial health

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED