Sales Coordinator

Role Overview

• Provides administrative, operations and technical systems support services to the sales team across all regions
• Serves as sales department and interdepartmental liaison / primary contact or point person for the facilitation and execution of all relevant operations and technical duties
• Interfaces and participates in the administration of the entire spectrum within the sales function from a professional support perspective
• Prepares and submits application for new business and renewal groups
• Prepares new business rate and benefit proposals and renewal rate quotations for submission to prospects and clients including brokers
• Directs issuance or communication of small business renewal premiums to both group and non group policy holders
• Prepares required documentation for existing client and prospective client proposals
• Prepares Group Information Card to facilitate internal group set-up and implementation
• Responsible for ensuring that all appropriate sales databases and electronic programs are up-to-date
• Submits necessary billing information to Accounts Receivable for Individual product subscribers including communication of Individual product administrative changes that impact the Accounts Receivable function
• Coordinates Medicare application processing between Gold Enrollment and Call Center sales team in order to reconcile membership documentation in sales database
• Coordinates and monitors all aspects of PA Accident and Health licensing, renewals and continuing education
• Administer appointment and termination of the Health Plan brokers via designated website including related payments to PA Insurance Department
• Mail corresponding appointment and termination letters
• Assists with marketing analysis, data entry and reports including competitor benefit and network comparisons
• Completes sorting of census data to determine employee eligibility based on approved service area including analysis of out of area employees
• Receives, sorts and processes Individual product applications including but not limited to eHealth, other brokers and direct applications
• Updates and maintains Individual product application spreadsheet to account for compete and incomplete applications
• Reviews and approves operating expenses for sales and service team

Requirements

• High School Diploma or Equivalent (GED)
• (Required)
• Minimum of 2 years-Related work experience (Required)
• Communication
• Multitasking
• Organizing
• Teamwork
• Working Independently

Benefits

• healthcare benefits for full time and part time positions from day one, including vision, dental and domestic partners
• encourages an atmosphere of collaboration, cooperation and collegiality