Horizontal Talent ยท 16 hours ago
Business Analyst - Structure Settlements
Horizontal Talent is seeking a New Business Consultant to support sales activities and ensure smooth processing of cases. The role involves providing operational support, managing quote activities, and collaborating with various teams to finalize cases and contracts.
Responsibilities
Provide operational and case execution support to the sales team and consultants
Manage quote-related activities, including responding to inquiries and facilitating rate lock-ins
Assist with pricing administration and updates to rate quotes
Collaborate with Service and Operations teams for case finalization and contract distribution
Conduct quality assurance reviews and ensure documentation accuracy
Utilize technology platforms for case tracking and workflow management
Support special projects and team initiatives as assigned
Qualification
Required
Strong analytical and organizational skills with attention to detail
Ability to manage multiple priorities and deadlines effectively
Proficient in written and verbal communication
Skilled in Microsoft Office and adaptable to internal business systems
Preferred
Bachelor's degree or equivalent professional experience
Experience in sales, operations, or client service within financial services or insurance
Ability to work collaboratively in cross-functional teams