What are the responsibilities and job description for the Sales Assistant - Hybrid position at Trustmark?
Welcome to a team of caring and passionate people who work each day to meet the needs of our members and clients. At Health Benefits, you will be part of an organization committed to offering custom self-funded health benefits plans that manage costs - without compromising benefits - by offering innovative solutions, flexibility, transparency and customer support. We are now a subsidiary of Health Care Service Corporation, the largest customer-owned insurance company in the United States and a strategic partner of Health Benefits since 2018, giving us access to increased national scale and support. This is an exciting time to join our team and enhance our culture that emphasizes caring, diversity and inclusion, mutual respect, collaboration and service to our communities.
Health Benefits, a nationwide Third Party Administrator is currently seeking a Sales Support Assistant. Please note this position will be primarily working remotely; however, you must be driving distance from one of our regional offices located in **Overland Park, KS or Phoenix, AZ** in order to organize large RFP's.
**Overview of Role:**
The Sales Support Specialist will assist our Sales Executives, Region Presidents, Client Management, Underwriting, and Sales Support staff with new business and renewal sales and client management activities.
**Key Accountabilities:**
**RFP Questionnaire Team Support**
Monitor RFP site, create folders, download files, validate RFP specification forms, and provide same day notification to staff working on proposals.
Research and secure references.
Update responses from vendors and subject matter experts as they are received and apply appropriate edits to proposals.
Organize and maintain third- party vendor information as directed.
Use Table of Contents provided by Proposal Analyst to create response folders and pull in attachments; WinZip folders and update attachment names so appropriate titling for current proposal is reflected.
Maintain, print, assemble, and ship binders as requested,
Populate assigned executive summaries and questionnaires for proposal analyst review as directed and work through returned edits to completion.
Create and maintain all necessary reporting
**Underwriting Team Support**
Run reports (Salesforce, Webfocus, WCW, etc.) for underwriting team.
Download Anthem pre-certs.
Confirm all required reports are available in RFP package for stop loss.
For renewals pull billing instructions and administrative services agreement and input current fees into renewal proposal for underwriter to work.
For renewals, download automated Webfocus reinsurance report, and 50% report and store in applicable renewal folder.
For renewals, download and save SPDs and SBCs.
Send new/revised SPDs and amendments to stop loss carriers for approval.
Get 5500 (Schedule A from stop loss carrier and Schedule C from finance) information when requested.
Carefully enter contracts into PowerStepp system.
Notify healthcare management and reinsurance teams of contract terms sold.
Review of stop loss contracts
**Sales and Client Management Support**
Order supplies, giveaways, business cards, etc.
Make folders, download files for new business opportunities
Assist with PowerPoints for sales and finalist presentations
Provide client management support such as printing, binding, and mailing presentations
Prepare and setup for on-site client and new business meetings.
Run reports (Salesforce, Webfocus, WCW, etc.) for sales team
Customize Trustmark Health Benefits Capabilities proposal for new business opportunities based on Network solution proposed
Coordinate with sales executives on the plan for delivery of Trustmark Health Benefits Proposal to brokers, clients, and potential clients.
Provide other support as needed
**Education and Experience:**
High School Diploma or GED equivalent
2 - 5 years administrative experience in a professional office setting
Previous experience supporting a team
Ability to communicate effectively via email and in person with all levels of an organization
Exceptional customer service skills
Demonstrated proficiency in MS Word, Excel, PowerPoint
Ability to learn and use other systems (Salesforce, Qvidian, PowerStepp, SharePoint, SlideBank, etc.)
Ability to prioritize, multi-task, problem solve
Proactive with good research and follow-up, and follow-through skills
Demonstrated organization skills and meticulous attention to detail
Ability to work effectively with team members on varying levels of the organization
**Preferred Experience:**
Previous experience handling Request for Proposals (RFPs)
Previous experience in a TPA, broker, or insurance setting
Previous experience with stop loss
Previous experience with Salesforce
Previous experience with event planning, booking travel, and office management
_All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability._
Required Skills
Required Experience
Health Benefits, a nationwide Third Party Administrator is currently seeking a Sales Support Assistant. Please note this position will be primarily working remotely; however, you must be driving distance from one of our regional offices located in **Overland Park, KS or Phoenix, AZ** in order to organize large RFP's.
**Overview of Role:**
The Sales Support Specialist will assist our Sales Executives, Region Presidents, Client Management, Underwriting, and Sales Support staff with new business and renewal sales and client management activities.
**Key Accountabilities:**
**RFP Questionnaire Team Support**
Monitor RFP site, create folders, download files, validate RFP specification forms, and provide same day notification to staff working on proposals.
Research and secure references.
Update responses from vendors and subject matter experts as they are received and apply appropriate edits to proposals.
Organize and maintain third- party vendor information as directed.
Use Table of Contents provided by Proposal Analyst to create response folders and pull in attachments; WinZip folders and update attachment names so appropriate titling for current proposal is reflected.
Maintain, print, assemble, and ship binders as requested,
Populate assigned executive summaries and questionnaires for proposal analyst review as directed and work through returned edits to completion.
Create and maintain all necessary reporting
**Underwriting Team Support**
Run reports (Salesforce, Webfocus, WCW, etc.) for underwriting team.
Download Anthem pre-certs.
Confirm all required reports are available in RFP package for stop loss.
For renewals pull billing instructions and administrative services agreement and input current fees into renewal proposal for underwriter to work.
For renewals, download automated Webfocus reinsurance report, and 50% report and store in applicable renewal folder.
For renewals, download and save SPDs and SBCs.
Send new/revised SPDs and amendments to stop loss carriers for approval.
Get 5500 (Schedule A from stop loss carrier and Schedule C from finance) information when requested.
Carefully enter contracts into PowerStepp system.
Notify healthcare management and reinsurance teams of contract terms sold.
Review of stop loss contracts
**Sales and Client Management Support**
Order supplies, giveaways, business cards, etc.
Make folders, download files for new business opportunities
Assist with PowerPoints for sales and finalist presentations
Provide client management support such as printing, binding, and mailing presentations
Prepare and setup for on-site client and new business meetings.
Run reports (Salesforce, Webfocus, WCW, etc.) for sales team
Customize Trustmark Health Benefits Capabilities proposal for new business opportunities based on Network solution proposed
Coordinate with sales executives on the plan for delivery of Trustmark Health Benefits Proposal to brokers, clients, and potential clients.
Provide other support as needed
**Education and Experience:**
High School Diploma or GED equivalent
2 - 5 years administrative experience in a professional office setting
Previous experience supporting a team
Ability to communicate effectively via email and in person with all levels of an organization
Exceptional customer service skills
Demonstrated proficiency in MS Word, Excel, PowerPoint
Ability to learn and use other systems (Salesforce, Qvidian, PowerStepp, SharePoint, SlideBank, etc.)
Ability to prioritize, multi-task, problem solve
Proactive with good research and follow-up, and follow-through skills
Demonstrated organization skills and meticulous attention to detail
Ability to work effectively with team members on varying levels of the organization
**Preferred Experience:**
Previous experience handling Request for Proposals (RFPs)
Previous experience in a TPA, broker, or insurance setting
Previous experience with stop loss
Previous experience with Salesforce
Previous experience with event planning, booking travel, and office management
_All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability._
Required Skills
Required Experience
Recommended Skills
- Administration
- Assembly And Installation
- Attention To Detail
- Billing
- Communication
- Coordinating
Salary : $60,000 - $80,000
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