Sales Coordinator
Company: Harvard Pilgrim Health Care Institute
Location: Slatersville
Posted on: June 21, 2022
Job Description:
This position supports both large and small group new sales team
with data entry and workflow processing for quoting and renewing
accounts. Sales coordinator responsibilities include triaging of
new business opportunities for large and small group market
segments, managing quote requests, data entry of all information
into sales systems, ensuring accuracy of information and completing
all workflow process. Additional responsibilities include creating
and distributing SBCs and managing various communications for
clients and brokers.KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS:
- Triaging and processing of high volume quote requests for Large
Group and quote production for Small Group in the sales and
underwriting (U/W) systems. Responsible for managing standard,
non-complex, quote requests.
- (Complex quotes or quote requests with any issue or concern
from brokers are escalated to Sales and Service Coordinator II to
resolve or address.)
- Managing all aspects of the prospecting systems data entry,
ensuring data quality, ongoing updating of information, and the
completion missing data. Supports all broker licensing inquires,
and basic license updates, and broker portal (Web) access.
- This role requires the ability to learn and apply new technical
procedures / concepts and adjust to frequent change in work
demands.
- Processing and distributing SBCs to brokers on a timely basis.
Managing coordination and distribution of Welcome kits to new
clients when sales process is complete.
- Follow-up on all outstanding quotes with U/W department as
necessary.
- Be available to brokers/clients for questions and staff the
broker 1-800 hotline as required.
- Provide inside customer service as support of the sale
team.
- Assist in resolving complaints/concerns and assure prompt
attention.
- Work effectively with other operational departments:
Enrollment, Premium Billing, Plan Benefits, Customer Service and
U/W; etc.RequirementsEDUCATION:
- Bachelors degree or equivalent experience required.EXPERIENCE:
- This role requires minimum of 1 year business support or
customer service experience, preferably in managed health
care.
- Additional experience providing sales / service support with PC
skills preferred.SKILL REQUIREMENTS:
- The successful candidate must be able to work cooperatively as
a team member and demonstrate well developed relationship building
skills.
- Individual must cooperate positively as a team member
exhibiting flexibility and open-mindedness. Must be well organized,
detail oriented, demonstrate initiative and adhere to Tufts Health
Plan (THP) corporate compliance policies.
- This role requires interpersonal skills and the ability to
communicate and interact professionally and effectively with a
broad spectrum of people, both internally and externally, in
person, via email and on the telephone.
- This role also requires a general understanding of THP products
and services.
- This position requires the ability to act independently, use a
computer and demonstrates a strong technical aptitude by learning a
variety of THP internal systems, complex operational workflows, and
basic Microsoft Office applications.WORKING CONDITIONS AND
ADDITIONAL REQUIREMENTS: Fast paced office environment requiring
management of multiple tasks both with and without deadlines by
prioritizing, planning, coordinating and following through
consistently. The successful candidate must be able to exercise
appropriate judgment, communicate effectively and present
grammatically correct information both oral and in writing.
Overtime may be required complete various individual and /or
departmental commitments and responsibilities on time.CONFIDENTIAL
DATA: All information (written, verbal, electronic, etc.) that an
employee encounters while working at THP is considered
confidential. Exposed to and required to deal with highly
confidential and sensitive material and must adhere to corporate
compliance policy, department guidelines/policies and all
applicable laws and regulations at all times.What we build together
changes our customer's health for the better. We are looking for
talented and innovative people to join our team. Come join
us!Please note: As of January 18, 2022, all employees including
remote employees must be fully vaccinated. This position will
require the successful candidate to show proof of full vaccination
against COVID-19. Point32Health is an equal opportunity employer,
and will consider reasonable accommodation to those individuals who
are unable to be vaccinated consistent with federal, state, and
local law.About Us:Point32Health is a leading health and wellbeing
organization, delivering an ever-better health care experience to
everyone in our communities. Building on the quality, nonprofit
heritage of our founding organizations, Tufts Health Plan and
Harvard Pilgrim Health Care, we leverage our experience and
expertise to help people find their version of healthier living
through a broad range of health plans and tools that make
navigating health and wellbeing easier.At Point32Health, were
working to reshape the world of health care by pushing past the
status quo and delivering even more to the diverse communities we
serve: more innovation, more access, more support, and healthier
lives. And we want people like you on our side to make it even
better.This job has been posted by TalentBoost on behalf of
Point32Health. TalentBoost is committed to the fundamental
principle of equal opportunity and equal treatment for every
prospective and current employee. It is the policy of TalentBoost
not to discriminate based on race, color, national or ethnic
origin, ancestry, age, religion, creed, disability, sex and gender,
sexual orientation, gender identity and/or expression, military or
veteran status, or any other characteristic protected under
applicable federal, state or local law.Req ID:
R4245#TalentBoostPoint32Health
Keywords: Harvard Pilgrim Health Care Institute, Providence , Sales Coordinator, Sales , Slatersville, Rhode Island
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