Sales Support Analyst

This is a fully remote position, open to applicants in California.

📋 Description

• Optimize workflow within the Sales Department and support Sales Representatives with quotes, sales, and services for small group and group-related products.

• Evaluate group applications in accordance with carrier guidelines.

• Follow up with Brokers and Sales Representatives regarding outstanding items.

• Assess quote requests, supervise submissions, and report quote inaccuracies.

• Assist sales teams with quotations, sales, and services for group health and ancillary products.

• Develop spreadsheets for medical and ancillary market segments.

• Process New Hire Worksheets and facilitate the Ancillary RFP Process.

• Distribute ISR proposals and executive summaries.

• Conduct beta testing of quotes and provide feedback to the IT department.

• Schedule, order, maintain, and coordinate enrollment materials.

• Reach out to brokers and clients to arrange enrollments and convey plan information to the Sales Team.

• Update quotes, generate employee worksheets, and assist with administrative tasks.

• Organize meetings with carriers, vendors, and internal teams.

• Prepare materials, kits, and quotes for regional seminars and broker events.

• Stay informed on underwriting guidelines and respond to pre-sale underwriting inquiries.

• Review new case submissions, ensure completeness, check pending items, and prioritize workflow to comply with a 24-hour underwriting turnaround time.

• Provide underwriting updates and customer service to both internal and external clients.

• Aid retention efforts by managing renewals.

• Update daily activities and client information in Salesforce and submit service tickets.

• Submit CX tickets, investigate service requests, retrieve ID cards, look up providers and medications, and verify group enrollments.

• Assist with onboarding new hires and coordinating training schedules.

• Carry out other assigned business tasks or functions.

⛳️ Requirements

• Fluent in English with strong communication skills.

• A minimum of 2+ years of experience in an office administrative position, sales support role, or working with group insurance plans is preferred.

• Excellent interpersonal and telephone skills.

• Capability to prioritize tasks and work independently in a dynamic environment.

• Detail-oriented mindset.

• Proficient in Microsoft Word and Excel.

• Compliance with PHI and HIPAA regulations.

• High school diploma or equivalent is required.

• CA Life & Health license is required; candidates without one must acquire it within three months of hiring.

• Ability to remain seated for extended periods, with occasional standing and walking.

• Sufficient hearing capabilities for phone communication.

• Close vision with the ability to adjust focus.

• Effective communication skills in English.

• Proficient in using a keyboard and other office equipment.

• Ability to lift up to 10 pounds occasionally.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health insurance plans.

• Opportunities for professional development and training.

• Flexible working hours and a supportive work environment.