Stop Loss Renewal Specialist

Responsibilities

• Collaborate with the account management team to gather necessary information for proposal development.
• Prepare and customize proposals and other collateral to support the account management team's efforts in acquiring and retaining clients.
• Ensure accuracy and completeness of proposals by thoroughly reviewing all materials and data.
• Coordinate with internal departments to obtain necessary information for proposal creation.
• Respond promptly to sales team inquiries and requests for proposal revisions or updates.
• Assist in maintaining a repository of renewal materials, especially those associated with proposal generation.
• Follow defined processes and workflows to streamline proposal development and ensure efficiency.
• Provide administrative support to the account management team as needed.

Qualifications

• Strong proficiency in Microsoft Office Suite, particularly Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills, with the ability to effectively convey complex information.
• Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
• Ability to work independently and collaboratively in a team environment.
• Familiarity with CRM software (e.g. Salesforce) is a plus.
• Previous experience in sales support, proposal development, or similar roles within the insurance industry is preferred.
• Previous experience with and understanding of Stop Loss insurance marketing is preferred.
• Flexibility to adapt to changing priorities and deadlines in a fast-paced environment.
• A positive attitude and willingness to learn and grow within the organization.

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage
• 401(k) retirement plan with employer match
• Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
• Paid time off (PTO) and disability