This position is a key part of the Sales Team responsible for supporting various aspects of the sales process including but not limited to producing compliant benefit summaries and managing the hand-off process to implementation for new and renewing cases. This person will be the liaison between the Sales team and internal partners (e.g. Admin Staff, Implementation, Commissions). The role will also have external facing responsibilities with Clients and Brokers providing back-up support to the Sales team on escalated issues. This person must be capable of working independently while demonstrating sound judgment.
The first primary responsibility for this position is to produce benefit summaries and SBC documents for prospects, new business and renewals. This task requires knowledge and understanding of Cigna products – Self-Funded and Fully Insured as well as platform administration. It also requires knowledge of state mandates and federal regulations (PPACA related). Knowledge of current tools is also critical. Attention to detail, accuracy and ability to work under tight time constraints are necessary.
The second primary responsibility is to manage the hand-off to case installation for new and renewing business to ensure a smooth implementation. This entails collaborating with the Sales team upon sale / renewal to understand what products, benefits and services have been sold. Based on that, this person determines which processes and forms are required and manages the process to ensure everything is completed timely and accurately. This could entail initiating the appointment process for new brokers, acting as the point person for Implementation on outstanding items / questions, attending the Expert Meetings and New Client Welcome Calls.
- Produce and maintain benefit summary templates
- Produce benefit summaries for prospects, new business and renewals
- Partner with the NBM and/or CM to ensure that the Clients’ needs / expectations are met
- Partner with Product and Compliance on issues as needed
- Stay current with case installation requirements / changes and sales tools
Vacancy Type: Full Time
Job Location: Houston, TX, US
Application Deadline: N/A