Presale Specialist
4 days ago
Windsor Locks, United States
Cynet Systems
Full time
Job Description:Pay Range $24hr - $27hr
- Completes the execution of rating the products per the request and creating a proposal.
- Partners with the RAE to maintain an active and productive relationship.
- Understands how industry and location can affect The Client's Benefit offerings.
- The Presale Specialist will review rating reports for accuracy and reasonability to better understand variance.
- Works closely with Underwriting when necessary to ensure risk identified provisions or requests are addressed.
- Ensures RAE's pricing is within authority and communicates timely when outside of authority.
- Provides accurate and timely delivery of proposal, meets quality guidelines and turnaround times.
- Proactively engages other team members to assist with a process challenge in an effort to avoid delays.
- Manages work queue, processes re-rates and escalates urgent issues to manager and proposes work solutions as necessary.
- College degree preferred or equivalent experience.
- Knowledge of Group Ancillary products preferred.
- Intermediate Excel experience (V-lookups, pivot tables)
- Excellent time management skills.
- bility to create and maintain effective relationships.
- Customer focus with the drive to exceed expectations.
- Demonstrates integrity and respect consistently.
- Strong writing and communication skills.
- Can balance multiple priorities with a focus on timely deliverables.
