Sales Support Analyst

Company :

HM Insurance Group

Job Description : 

JOB SUMMARY

This job is responsible for the overall administration and oversight of sales support activities for the sales office.  The individual could perform one or more of the following types of tasks in support of the sales process: new and renewal processing, product implementation, re-enrollment activities, vendor interaction, group set-up or cancellation, running reports, preparing meeting materials, developing proposals and benefit grids, research, problem resolution, and other administrative and account relationship activities.

ESSENTIAL RESPONSIBILITIES

• Effective management of work flow:  Ensuring efficient assignment and completion of work product deliverables, including educating external customers on simplified submission processes; identifying and implementing process improvements; prioritizing volume to ensure deadlines are met; preparing and/or reviewing proposals for accuracy and reasonableness before delivery; follow-up on open proposals and maintain timely status updates; analyze and coordinate implementation of sold cases to ensure accurate installation.
• Effectively perform account service activities:  Attend meetings with sales personnel; investigate and resolve complex issues; provide timely and accurate responses to external customers.
• At a senior level, mentor sales support staff and promote effective team work by assisting with training; ensuring understanding of duties , systems, work flows, processes and procedures
• Accurately and timely process and set-up new or updated clients in the appropriate system(s).
• Other duties as assigned or requested.

EDUCATION

Required

• High School Diploma or GED
• 3-5 years of relevant, progressive experience in the area of specialization. Exempted experience requirements effective August 2016.

Substitutions

• None

Preferred

• None
• Understanding of self-funding and/or Stop Loss concepts
• Knowledge of medical insurance products and terminology
• Understanding of group insurance underwriting guidelines

LICENSES OR CERTIFICATIONS

Required

• None

Preferred

• None

SKILLS 

• Experience using Excel and Word
• Verbal and written communication skills
• Organizational skills
• Math skills
• Customer / account service experience in the group insurance or employee benefits industry within a professional office setting

Languages (Other than English)?

None

Travel Requirement

0% - 25%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Occasionally

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times.  In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. 

Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

$17.93

Pay Range Maximum:

$32.26

Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equ