- Work effectively in a fast -paced team sales environment supporting assigned account manager and account executive.
- The candidate will coordinate all retention and new sales activity as needed to assure a positive and trusted sales experience for our broker partners.
- Provide information on carrier administrative procedures and product availability.
- Strategize with broker partners during the renewal process to retain business while increasing lines of coverage.
- Pre-screen renewing business to determine if they are a good fit for self -funded / level-funded products.
- Assist with the overall growth of the New Jersey region.
- Provide day to day services that include acting as a carrier liaison for product expertise, case submission guidance, renewal and quoting assistance, and resolving support issues.
- Become well versed in various quoting software and partner with small group quoting team to ensure streamlined presentation of competitive proposals. Maintain the quote tracker and provide a summary to Sales Operations Manager on a weekly basis.
- Track and follow up on all active proposals with Sales Teams and Broker Partners
- Be an expert on all carrier products for all lines of coverage in the New Jersey small group market. Communicate internally and with the broker community regarding products and procedures.
- Partner with internal implementation specialists to ensure accurate and efficient case installations and renewal changes.
- Handle front line communication with brokers while setting proper expectations.
- Create member handbooks by using internal vendor application.
- Process service requests for all size groups as needed (claims, billing, plan change issues, SBCs, enrollment inquiries, etc.).
- Acquire expected time frames and set the proper expectations with broker partners and vendors.
- Escalate issues to manager when necessary.
- Handle basic administrative duties.
- Complete other various projects as assigned.
- Proficient in Microsoft Office, especially Excel and Outlook
- Strong communication skills, written and verbal
- BA/BS preferred but not required
- 2-5 years' experience in group health insurance
- NY/NJ Life, Accident and Health license preferred
- Flexible working arrangements
- Medical, dental, & vision coverage
- Insurance coverage for the unexpected
- 401(k) plan w/ match
- Paid time off
- Company culture/ wellness events
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Account Consultant - Berkeley Heights, United States - Savoy Associates
Description
Job Description
Job DescriptionSalary:Are you a passionate, energetic, and determined individual looking for the opportunity to grow with a dynamic company? If so, we want to speak with you
As an Account Consultant at Savoy, you'll have the opportunity to support our business development team in ensuring a smooth internal process that translates to our outside broker partners as a coordinated, proactive, and organized administrative unit.
Sales Team Support
Service Support
Qualifications:
We Offer
About Savoy
Savoy is a strategic partner specializing in consulting services. With more than 35 years' experience, Savoy is a proudly independent boutique agency that provides a full suite of health and specialty benefits, individual health and life insurance, Medicare, a multichannel Contact Center, compliance and human resources services, technology, research, education, marketing, and other innovative solutions through its offices in Florida, New York, New Jersey, Pennsylvania, and Delaware.
