BenefitMall - Proposal Consultant (Contract, Hybrid)
Apply NowLocation:
Denver, CO, US
Company:
CRC Group is a leader in specialty wholesale insurance, committed to innovation and collaboration within the insurance industry.
Summary:
The Proposal Consultant prepares quotes and supports brokers with necessary materials, working in a hybrid model. Applicants need a high school diploma and at least two years of relevant experience.
Requirements:
Hard Skills: Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange, Ability to type a minimum of forty (40) words per minute., High level of accuracy with keystrokes.
Credentials: High School diploma or equivalent
Experience: Minimum of two (2) years related experience., Prefer at least one (1) year experience in insurance, medical, or employee benefits.
Job Description:
Prepares quotes and assists brokers with information/materials as needed.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.
REQUIRED RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Monitor and respond to dedicated mailboxes/queues for quoting
- Review requests for quotes, determine what plans should be quoted and work with partners to identify plans to quote as needed
- Coordinate and organize proposals returned, monitoring for accuracy while maintaining Service Level Agreements
- Enter group information into various internal and external software and portals to generate proposals
- Maintain data and systems used to monitor quote metrics
- Prepare quote requests, transmit requests to necessary parties, and follow up for completion and to ensure delivery
- Provide administrative support to include, but is not limited to computer generated correspondence, phone conversations, and printing of quotes
- Develop and maintain positive relationships with internal and external partners
- Maintain and monitor carrier contacts for quoting assistance, files, and production reports
- May assist with meetings or events. Occasional long, irregular hours
- Other duties as assigned
REQUIRED QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School diploma or equivalent, with minimum of two (2) years related experience.
- Prefer at least one (1) year experience in insurance, medical, or employee benefits.
- Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient with web browsers.
- Type a minimum of forty (40) words per minute.
- Minimum of 10,000 alpha and numeric keystrokes per hour with high level of accuracy.
- License preferred.
- Communicate effectively with internal and external personnel, both verbally and in writing.
- Read, comprehend, and interpret job-related documents.
- Work in and contribute to a positive team environment.
- Manage multiple tasks simultaneously, and quickly adapt to changes in work assignments.
The starting hourly wage for this position is $22 - $25.