Sales Support Analyst

Job Details

Job Location:

Orange, CA 92868
Position Type:
Seasonal
Salary: $24.00 - $24.00 hourly

To streamline workflow in Sales Department and assist Sales Reps as needed with quotes, sales and services of small group and group-related products. In addition, position will review group applications based on carrier guidelines. Position will also follow up with Brokers and Sales Reps for pending items;
Position may require mandatory overtime during months of heavy volume.

• Review quote request for required information: ER zip, EE info etc. and oversee submission and accurate receipt from Shared Services.
• Report quote errors to RVP (shared services).

• Assist with sales teams with quotes, sales and services of group health and ancillary products.
• Be proficient in WBQuote.
• Create spreadsheets in both market segments for medical and ancillary.
• Process New Hire Worksheets.
• Be proficient in the Ancillary RFP Process.
• Backup for ISR proposal distribution including executive summaries.
• Beta testing quotes and provide feedback to IT as needed.

• Assist Sales Team with scheduling enrollments, ordering, maintaining, and coordinating all enrollment materials.
• Contact brokers and clients to set up enrollments.
• Confirm plan choices, contributions, addresses and phone numbers and communicate this information to the Sales Team.
• Update quote to reflect plan selections and contributions.
• Run employee worksheets.

• Assist with Office reports (training hours), Concur, check requests, POs, broker relations, and outside vendors (i.e POP & Cobra) as needed.
• Schedule carrier, vendor, and internal meetings.
• Assist with setting up and ordering supplies, preparing materials, kits, and quotes for the Region's seminars and broker events.
• Order and coordinate giveaways and food with RVP.
• Order all supplies as needed by sales team.

• Maintain familiarity with current underwriting guidelines.
• Answer pre-sale underwriting questions for brokers and sales team.
• Scrub new case submissions for deal killers.
• Verify case submission is complete via SF tickets.
• Review pending items for accuracy in a fast-paced environment.
• Work with the underwriting team to meet 24 hour turn time by prioritizing the day’s workflow.
• Provide excellent Customer Service to internal and external customers.
• Provide team underwriting updates based on cases submitted.

• Support retention efforts including pulling renewals on behalf of ISRs/RSM’s.

• Update daily activities in the system.
• Check client information and update as requested.
• Submit tickets for service.

• Submit CX tickets on behalf of sales team/brokers.
• Research client/broker service requests.
• Retrieve .
• Lookup Providers and medications.
• Verify group enrollment.
• Misc. customer service issues.

• On-site or remote attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.
• New Hire Onboarding Assistance and training schedules.

• Must speak fluent English and communicate effectively.
• Must have at least two plus (2+) years’ experience in an office administrative role, or 2+ years of sales support role or with group insurance plans preferred.
• Must have strong people skills, strong phone skills and ability to prioritize.
• Must be detail-oriented, able to work independently in a fast-paced environment with constantly changing parameters.
• Must be proficient in Word and Excel.
• Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.

• High school diploma or equivalent required.
• College degree preferred and industry designations helpful, but not required.
• CA Life & Health license required. If successful applicant does not have insurance license, he/she will be required to obtain one within three (3) months of date of hire.

• Must be able to sit for extended periods of time and occasional standing and walking.
• Must have adequate hearing for phone work.
• Vision requirements include close vision and the ability to adjust focus.
• Must be able to communicate effectively in English.
• Must be able to use a keyboard and other office equipment.
• Ability to lift up to 10 pounds occasionally.