BenefitMall - Proposal Consultant (Hybrid)

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Prepares quotes and assists brokers with information/materials as needed.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.

KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Monitor and respond to dedicated mailboxes/queues for quoting.
• Review requests for quotes, determine what plans should be quoted and work with partners to identify plans to quote as needed.
• Coordinate and organize proposals returned, monitoring for accuracy while maintaining Service Level Agreements.
• Enter group information into various internal and external software and portals to generate proposals.
• Maintain data and systems used to monitor quote metrics.
• Prepare quote requests, transmit requests to necessary parties, and follow up for completion and to ensure delivery.
• Provide administrative support to include, but is not limited to computer generated correspondence, phone conversations, and printing of quotes.
• Develop and maintain positive relationships with internal and external partners.
• Maintain and monitor carrier contacts for quoting assistance, files, and production reports.
• May assist with meetings or events. Occasional long, irregular hours.
• Responsible for incoming and outgoing mail.
• Responsible for maintaining office supplies and office equipment and possibly direct visitors or answer phones.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
• Other duties as assigned.

EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School diploma or equivalent, with minimum of two (2) years related experience.
• Prefer at least one (1) year experience in insurance, medical, or employee benefits.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• License preferred.

FUNCTIONAL SKILLS

• Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient with web browsers.
• Type a minimum of forty (40) words per minute.
• Minimum of 10,000 alpha and numeric keystrokes per hour with high level of accuracy.
• Communicate effectively with internal and external personnel, both verbally and in writing.
• Read, comprehend, and interpret job-related documents.
• Work in and contribute to a positive team environment.
• Manage multiple tasks simultaneously, and quickly adapt to changes in work assignments.

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site. Depending on the position and division, this job may also be eligible for TIH’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

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