Sales Installation Specialist
Company: Harvard Pilgrim Health Care Institute
Location: Lynn
Posted on: May 15, 2022
Job Description:
The Small Group Quote and Installation Specialist reports to the
Manager of Quote and Installation 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. Includes a rotation in the call center servicing
brokers.Job DescriptionDUTIES/RESPONSIBILITIES- what you will be
doing:
- Provide high-quality service to brokers through a rotating
schedule 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. Support is also
provided through other channels, such as email.
- Daily monitoring open new business and renewal quotes,
including follow-up with brokers 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.
- Maintain current working knowledge of underwriting guidelines
and multiple state regulations regarding small group business
regulations.
- Update systems/trackers with current account status during the
installation/renewal process.
- Other duties and projects as
assigned.RequirementsQUALIFICATIONS - what you need to perform the
job:EDUCATION, CERTIFICATION, AND LICENSURE:
- High school diploma required, bachelor's degree preferred
- 1-3 years in an office/business environment
- Producer's License required within 6 months of date of hire in
this position, maintained throughout employmentEXPERIENCE (minimum
years required):
- Customer service experience preferredSKILL REQUIREMENTS:
- 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
simultaneouslyWORKING CONDITIONS AND ADDITIONAL REQUIREMENTS
(include special requirements, e.g., lifting, travel):
- Must be able to work under normal office conditions and work
from home as required.
- Work may require simultaneous use of a telephone/headset and
PC/keyboard and sitting for extended durations.
- May be required to work additional hours beyond standard work
schedule.The above statements are intended to describe the general
nature and level of work being performed by employees assigned to
this classification. They are not intended to be construed as an
exhaustive list of all responsibilities, duties, and skills
required of employees assigned to this position. Management retains
the discretion to add to or change the duties of the position at
any time.What we build together changes our customers health for
the better. We are looking for talented and innovative people to
join our team. Come join us!Please note: As of January 18, 2022,
all employees - including remote employees - must be fully
vaccinated. This position will require the successful candidate to
show proof of full vaccination against COVID-19. Point32Health is
an equal opportunity employer, and will consider reasonable
accommodation to those individuals who are unable to be vaccinated
consistent with federal, state, and local law.About
Us:Point32Health is a leading health and wellbeing organization,
delivering an ever-better health care experience to everyone in our
communities. Building on the quality, nonprofit heritage of our
founding organizations, Tufts Health Plan and Harvard Pilgrim
Health Care, we leverage our experience and expertise to help
people find their version of healthier living through a broad range
of health plans and tools that make navigating health and wellbeing
easier.At Point32Health, we're working to reshape the world of
health care by pushing past the status quo and delivering even more
to the diverse communities we serve: more innovation, more access,
more support, and healthier lives. And we want people like you on
our side to make it even better.This job has been posted by
TalentBoost on behalf of Point32Health. TalentBoost is committed to
the fundamental principle of equal opportunity and equal treatment
for every prospective and current employee. It is the policy of
TalentBoost not to discriminate based on race, color, national or
ethnic origin, ancestry, age, religion, creed, disability, sex and
gender, sexual orientation, gender identity and/or expression,
military or veteran status, or any other characteristic protected
under applicable federal, state or local law.Req ID: R34245
Keywords: Harvard Pilgrim Health Care Institute, Lynn , Sales Installation Specialist, Sales , Lynn, Massachusetts
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