Job Description:

• Support and manage the Medical Stop Loss RFP pipeline for new sales and renewal opportunities
• Collect data required to develop comprehensive proposals in a timely manner
• Provide administrative sales support and liaise with sales personnel, customers, producers, and home office contacts
• Partner with sales executives, account executives, and account managers to manage the RFP process
• Monitor RFP inboxes, enter data into internal sales systems, track timelines, review responses, distribute proposals, and interface with brokers
• Organize and maintain the office and ensure shared equipment and supplies are available and operational
• Serve as a resource for new hires and assist with onboarding
• Participate in team meetings and training and provide backup for team members
• Document and maintain sales and customer record systems for compliance
• Support finalist meetings, enrollment, and benefit fair preparation; order brochures and giveaways
• Work on special projects throughout the year
• Coordinate marketing, sales, and support services for assigned accounts
• Understand customer requirements and initiate actions supporting customer satisfaction
• Partner with internal contacts to resolve customer and broker issues
• Present products, services, and plan design information
• Address customer questions and concerns about product offerings

Requirements:

• 2-3 years of Stop Loss product and/or account management experience
• Strong customer service experience and managing deadlines
• Medical Stop Loss industry, sales administration, broker relations, customer service, RFP pipeline management or equivalent experience
• Knowledge and understanding of customer service and relationship management concepts preferred
• Detail-oriented with strong analytical, organizational, and time management skills
• Excellent communication and presentation skills
• Customer-focused and resolution-oriented
• Ability to manage multiple priorities in a timely manner
• Demonstrated success servicing multiple small to medium financial/insurance accounts
• Three (3) plus years of relevant experience
• Self-motivated with ability to work independently and provide timely results
• Ability to develop and grow relationships while maintaining targeted retention rates
• Proven ability to partner successfully with consultants, brokerage firms and/or third-party administrators
• Excellent written/verbal communication and presentation skills
• Strong organization and time management skills
• Solid knowledge of group insurance products and services preferred
• Active Life and Health Insurance license or obtained within 30 days of hire

Benefits:

• Market competitive base salaries
• Yearly bonus potential at every level
• Medical, dental, vision, life insurance, and disability insurance
• Paid Time Off (PTO)
• Parental and military leave
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
• Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
• Education Benefit for approved traditional college degrees and accredited certificate programs
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices
• Discretionary annual incentive program