BenefitMall - Proposal Consultant (Hybrid)

2 weeks ago


Davenport, Iowa, United States CRC Insurance Services, Inc. Full time
Job Summary

We are seeking a highly skilled Proposal Consultant (Hybrid) to join our team at BenefitMall. As a Proposal Consultant (Hybrid), you will be responsible for preparing quotes and assisting brokers with information/materials as needed.

Key Responsibilities
  • Monitor and respond to dedicated mailboxes/queues for quoting
  • Review requests for quotes, determine what plans should be quoted and work with partners to identify plans to quote as needed
  • Coordinate and organize proposals returned, monitoring for accuracy while maintaining Service Level Agreements
  • Enter group information into various internal and external software and portals to generate proposals
  • Maintain data and systems used to monitor quote metrics
  • Prepare quote requests, transmit requests to necessary parties, and follow up for completion and to ensure delivery
  • Provide administrative support to include, but is not limited to computer generated correspondence, phone conversations, and printing of quotes
  • Develop and maintain positive relationships with internal and external partners
  • Maintain and monitor carrier contacts for quoting assistance, files, and production reports
  • May assist with meetings or events. Occasional long, irregular hours
  • Responsible for incoming and outgoing mail
  • Responsible for maintaining office supplies and office equipment and possibly direct visitors or answer phones
Requirements
  • High School diploma or equivalent, with minimum of two (2) years related experience
  • Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient with web browsers
  • Type a minimum of forty (40) words per minute
  • Minimum of 10,000 alpha and numeric keystrokes per hour with high level of accuracy
  • Communicate effectively with internal and external personnel, both verbally and in writing
  • Read, comprehend, and interpret job-related documents
  • Work in and contribute to a positive team environment
  • Manage multiple tasks simultaneously, and quickly adapt to changes in work assignments
Preferred Qualifications
  • License preferred
  • Prefer at least one (1) year experience in insurance, medical, or employee benefits


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