Point C ยท 4 days ago
Stop Loss Quoting Specialist
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Responsibilities
Collaborate with the sales team to gather necessary information for proposal development.
Prepare and customize proposals and other sales collateral to support the sales 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 sales materials, especially those associated with proposal generation.
Follow defined processes and workflows to streamline proposal development and ensure efficiency.
Provide administrative support to the sales team as needed.
Qualification
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Required
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.
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.
Preferred
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 is preferred.
Company
Point C
Point C is a network of self-insured healthcare plan third-party administrators.
Funding
Current Stage
Growth StageRecent News
2024-02-03
2024-01-04
2023-08-30
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