7 Month Contract

Hybrid, on site Tues, Wed, Thursday

• Presale Specialist for Priority Business

The Presale Specialist will assess RFPs (request for proposals) that are submitted by insurance agents looking to obtain Group Life/Disability and Worksite or Supplemental Health products for their group clients.

The Presale Specialist will effectively analyze the initial Requests for Proposal (RFPs), systematically scrub the data provided for completeness and in accordance with minimum data requirements.

They will ensure that all licensing and compliance requirements are followed prior to moving forward. The Presale Specialist understands the short turnaround times and that the volume is seasonal. The Presale Specialist is expected to review submission for missing information, analyze requests, prioritize strategically, and think proactively regarding customer needs while effectively completing the RFP. The Presale Specialist will have a great sense of ownership and responsibility when it comes to fostering relationships with our Sales Support and with the sales team.

Job Duties:

• Completes the execution of rating the products per the request and creating a proposal.
• Partners with the RAE to maintain an active and productive relationship.
• Understands how industry and location can affect The Benefit offerings.
• The Presale Specialist will review rating reports for accuracy and reasonability to better understand variance.
• Works closely with Underwriting when necessary to ensure risk identified provisions or requests are addressed.
• Ensures RAE’s pricing is within authority and communicates timely when outside of authority.
• Provides accurate and timely delivery of proposal, meets quality guidelines and turnaround times.
• Proactively engages other team members to assist with a process challenge in an effort to avoid delays.
• Manages work queue, processes re-rates and escalates urgent issues to manager and proposes work solutions as necessary.

Qualifications:

• College degree preferred or equivalent experience.
• Knowledge of Group Ancillary products preferred.
• Intermediate Excel experience (V-lookups, pivot tables)
• Excellent time management skills.
• Ability to create and maintain effective relationships.
• Customer focus with the drive to exceed expectations.
• Demonstrates integrity and respect consistently.
• Strong writing and communication skills
• Can balance multiple priorities with a focus on timely deliverables.

Job Types: Full-time, Contract

Pay: $27.50 per hour

Benefits:

• Health insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work

Ability to Relocate:

• Stamford, CT 06902: Relocate before starting work (Required)

Work Location: Hybrid remote in Stamford, CT 06902