Sales Support Analyst

🕒 3 dias atrás

🏄 California – Remoto

🏄 California – Remote

💵 $24 / hora

⏳ Contrato/Temporário

🟢 Júnior

🟡 Pleno

📞 Engenheiro de Suporte

🚫👨‍🎓 Sem graduação necessária

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The Word & Brown Companies

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1984

🏥 Saúde

💼 Consultoria

🛡️ Seguros

Healthcare • Consulting • Insurance

As empresas Word & Brown são uma família de negócios de administração de seguros que simplificam o acesso a seguros de saúde e benefícios para indivíduos, famílias, corretores, operadoras, empregadores e empregados. Fundada em 1985, oferece produtos, serviços e ferramentas especializadas em administração de seguros de saúde, benefícios aos empregados e serviços de saúde relacionados, enfatizando excelência no atendimento, inovação e uma forte cultura empresarial. A empresa opera como parceira B2B para corretores, operadoras e empregadores, ao mesmo tempo que apoia diretamente os consumidores com acesso e administração de benefícios.

Descrição

• Streamline workflow in the Sales Department and assist Sales Representatives with quotes, sales, and services for small group and group-related products • Review group applications based on carrier guidelines • Follow up with Brokers and Sales Representatives on pending items • Review quote requests, oversee submissions, and report quote errors • Assist sales teams with group health and ancillary product quotes, sales, and services • Create medical and ancillary market-segment spreadsheets • Process New Hire Worksheets and support the Ancillary RFP Process • Distribute ISR proposals and executive summaries • Beta test quotes and provide feedback to IT • Schedule, order, maintain, and coordinate enrollment materials • Contact brokers and clients to set up enrollments and communicate plan information to the Sales Team • Update quotes, run employee worksheets, and assist with office administration • Schedule carrier, vendor, and internal meetings • Prepare materials, kits, and quotes for regional seminars and broker events • Maintain familiarity with underwriting guidelines and answer pre-sale underwriting questions • Scrub new case submissions, verify completeness, review pending items, and prioritize workflow to meet 24-hour underwriting turn time • Provide underwriting updates and customer service to internal and external customers • Support retention efforts by pulling renewals • Update daily activities and client information in Salesforce and submit service tickets • Submit CX tickets, research service requests, retrieve ID cards, look up providers and medications, and verify group enrollment • Assist with new-hire onboarding and training schedules • Perform other assigned business tasks or functions

🎯 Requisitos

• Fluent English and effective communication skills • At least 2+ years of experience in an office administrative role, sales support role, or with group insurance plans preferred • Strong people skills and phone skills • Ability to prioritize and work independently in a fast-paced environment • Detail-oriented approach • Proficiency in Microsoft Word and Excel • Adherence to PHI and HIPAA guidelines • High school diploma or equivalent required • CA Life & Health license required; applicants without one must obtain it within three months of hire • Ability to sit for extended periods, with occasional standing and walking • Adequate hearing for phone work • Close vision and ability to adjust focus • Ability to communicate effectively in English • Ability to use a keyboard and other office equipment • Ability to lift up to 10 pounds occasionally