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Self-funded Insurance Sales Coordinator

2 months ago

East Hampstead, United States Cobalt Benefits Group LLC Full time
Job DescriptionJob DescriptionDescription:

Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As a Sales Coordinator, you’ll play an important role in helping us offer customized, self-funded insurance options to our clients and members.

Description:

We are seeking a dynamic Sales Coordinator join our team. The ideal candidate will possess Sales acumen, an understanding of self-funded products and services, and the ability to leverage relationships and technology to support sales growth. You will be responsible for supporting the team as needed to achieve overall growth target(s).

Responsibilities:

· Manage communication with prospects and clients and help with the preparation of sales presentations.

· Partner with the sales team in managing customer inquiries and requests in a timely and professional manner.

· Coordinate with internal departments to ensure seamless execution of sales activities.

· Provide administrative support by assisting with proposal and RFI, RFP requests, and generating reports.

· Maintain SalesForce and update records regularly to ensure accuracy and completeness.

· Respond to broker, channel sales inquiries via phone, email, or in-person meetings, addressing questions and concerns promptly and professionally.

· Build and nurture positive relationships with brokers and clients to effectively advance and close new business sales to achieve sales target(s).

· Schedule sales meetings, conferences, and events as required, coordinating logistics and providing support to ensure successful outcomes.

· Collaborate with Marketing to support sales campaigns and promotional activities, including the distribution of marketing materials and coordination of follow-up efforts.

· Provide input to internal teams to drive product enhancements and marketing strategies.

· Stay knowledgeable about industry trends, regulations, and best practices to ensure compliance and competitive positioning.

Requirements:

Qualifications:
· Bachelor’s degree preferred.

· Minimum of 5+ years of Sales and/or Account Management experience in the health insurance.

· Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word) and SalesForce.

· Ability to meet and exceed sales targets.

· Excellent communication, negotiation, and presentation skills.

· Proactive mindset, strong analytical skills, and ability to work both independently and collaboratively.


Benefits:

After successfully completing a 60-day waiting period, every Full-time employee has access to our comprehensive benefits package, including:

· Fantastic medical, dental, and vision insurance- twice annual employer HSA contribution, covering 50% of the plan’s annual deductible

· Company paid Basic Life and AD&D

· Company paid Short-Term and Long-Term Disability

· Flexible Spending Accounts

· 401(k) Retirement Plan with up to a 6% employer-match (WOW)

· 10+ paid holidays

· Generous paid vacation and sick time

· Lots of fun company events


Who We are:

As a trusted third-party administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue.

With over 30 years of experience and a dedicated team of more than 180 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs.

To learn more about working at CBG, visit Careers | EBPA (ebpabenefits.com).