Sales Installation Specialist

Who We Are

Point
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Health is a leading not‑for‑profit health and well‑being organization dedicated to delivering high‑quality, affordable healthcare. Serving nearly 2 million members, we build on the legacy of Harvard Pilgrim Health Care and Tufts Health Plan to provide access to care and empower healthier lives for everyone. Our culture revolves around being a community of care and having shared values that guide our behaviors and decisions.

We’ve had a long‑standing commitment to inclusion and equal healthcare access and outcomes, regardless of background; it’s at the core of who we are. We value the rich mix of backgrounds, perspectives, and experiences of all of our colleagues, which helps us to provide service with empathy and better understand and meet the needs of the communities where we serve, live, and work.

We enjoy the important work we do every day in service to our members, partners, colleagues and communities. Learn more about who we are at Point
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Health.

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.

• 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 website.
• 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 an 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.

N/A

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

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

• 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

• Must be able to work under normal office conditions and work from home as required.
• Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for extended durations.
• May be required to work additional hours beyond standard work schedule.

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time.

$25.29 – $37.93 per hour

The annual base salary range for this position represents a range of salaries for this role and similar roles across the organization. The actual salary will be determined by several factors,…