Sales Installation Specialist # 26-18747

Sales Installation Specialist

The Sales Installation Specialist reports to the Implementation & Quoting Manager in Commercial Business. The role is responsible for broker service related to quoting and renewals, installation of new groups, processing renewals for all small groups.

Key Responsibilities/Duties – what you will be doing (top five):

• Provide high quality service to assist brokers with quoting on self-service tools, answer questions about products and plans, and provide overall customer service related to quoting and renewals through multiple channels, such as phone, email, cases submitted through web site.
• Daily monitoring of new business and renewal quotes, including follow up with brokers and/or Account Executive as needed to assist with continuing the quote/renewal process.
• Complete new business installs including the collection of required documentation from broker and employer, adding new plans, entering account information into CRM, creating group structure, and completing system requirements for downstream processes such as billing, enrollment, etc. Complete renewal process for existing customers on annual basis, updating account information (contacts, addresses, plans, etc.), adding new plans, etc. Update systems/trackers with current account status during the installation/renewal process.
• Processing of related documentation into the Privacy and Security database.
• Maintain working knowledge of all systems related to the installation of new or renewal groups.
• Maintain current working knowledge of underwriting guidelines and multiple state regulations regarding small and/or large group business regulations.
• Other duties and projects as assigned.

Qualifications – what you need to perform the job Certification and Licensure Education

• Required (minimum):
  High school diploma
• Preferred:
  Bachelor's degree in a related field

Experience

• Required (minimum): 1-3 years in office/business environment
• Preferred: 3-5 customer service experience

Skill Requirements

• Basic computer skills required, specifically Microsoft Office (Excel, Word)
• Experience with customer relationship management (CRM) tools a plus
• Strong interpersonal skills, ability to clearly communicate verbally and in writing
• Attention to detail
• Ability to manage multiple account implementations simultaneously

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit  US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement:
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