Sales Support Quote Coordinator

Professional Benefit Administrators leads with one guiding principle, provide exceptional benefit administration for self-funded health plans. Brokers who choose to partner with PBA will benefit from an ally who values cost containment, flexibility, responsiveness, member advocacy, transparency, and results. PBA collectively aligns through the organization's core values of:

• Work together and respect each other,
• Be dedicated to the customer,
• Be accountable and do what you say,
• Take initiative and be willing to learn and
• Generate positive energy.

Summary of Position:

The Sales Support Quote Coordinator plays a vital role in supporting the internal operations of PBA's Sales team. This position involves frequent communication with clients and brokers and requires strong administrative, organizational, and communication skills, along with keen attention to detail.

Responsible for:

• Prepare stop loss renewal documentation and coordinate directly with carriers and brokers
• Shop stop loss insurance when necessary, on renewal groups
• Create and post clients' rates and excess web pages
• Draft and send out groups' fee letters to the brokers
• Review and verify stoploss policy information
• Generate and distribute required and requested reports for brokers in a timely manner
• Compile and validate prospect data
• Collaborate with internal IT Operations to ensure clients' plans align with PBA standards
• Send out PPO/PBM analysis requests to internal team
• Support the Sales Team in preparing proposals
• Communicate effectively with all internal departments using established notification channels
• Participate actively in team meetings
• Perform additional duties as assigned

Minimum Job Requirements:

• Associates or Bachelors degree preferred, or equivalent combination of education and experience
• 5+ years insurance/third party administration
• Strong attention to detail and accuracy in data management and documentation
• Must be a self-starter who is organized and able to handle multiple projects and due dates.
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite products.
• Ability to work independently and collaboratively in a fast-paced environment
• Professional, customer-focused demeanor with the ability to build and maintain strong working relationships
• Ability to prioritize projects throughout the day and transition to new procedures/focus with ease

Essential Functions Statement

• The person in this position will work remotely and must have a dedicated space that is set free of distractions, quiet and private for HIPAA compliance.
• The person in this position must demonstrate strong attention to detail to be able to properly maintain various reports and documentation, and coordinate system setups and networks.

Objective

Benefits and Compensation:

• PBA offers a wide range of benefits including medical, dental, vision, life insurance, AD&D, critical illness, accidental illness, FSA, disability and 401k.
• The annual range for this role is $59,000-$64,000 based on prior experience

Professional Benefit Administrators is an equal opportunity employer. In accordance with anti-discrimination law, it is the purpose of this policy to effectuate these principles and mandates. Professional Benefit Administrators affords equal employment opportunities to all employees and applicants and specifically prohibits any and all discrimination and harassment based on race, race-related traits, color, religion, national origin, ethnicity, ancestry, military status, sex, pregnancy, sexual orientation, gender identity, disability (mental or physical), age, marital status, citizenship status, unfavorable military discharge, genetic information, order of protection status, and any other protected status under federal, state, and local law. Professional Benefit Administrators conforms to the spirit as well as to the letter of all applicable laws and regulations.

Job Type: Full-time

Pay: $59, $64,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
• Work from home

Work Location: Remote