Sales Order Specialist managing order entry and customer data for LaundryLux in a hybrid environment. Collaborating with sales and customer care teams for accuracy and compliance.
About the role
- Sales Analyst supporting Group Benefits Sales team by managing RFP processes, collaborating with Sales Representatives, and engaging with Underwriting. Ensure client satisfaction and profitability through effective proposal strategies.
Responsibilities
- Act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market.
- Follow all Standard Operating Procedures (SOPs) for the RFP and New Business/Add Issue submission processes.
- Manage RFP Inventory and Quote Process.
- Make recommendations regarding benefit/rate options based on analysis of RFP and consultative interactions with Sales Representatives and customers.
- Engage key internal stakeholders to develop a comprehensive proposal strategy.
- Meet with Underwriting to negotiate rates, exceptions, and approvals.
- Handoff and transition case from sales to onboarding.
Requirements
- Bachelor's degree preferred
- 1-3 years of group insurance experience processing RFP preferred
- Knowledge of group insurance, products, and services
- Knowledge of underwriting principles and practices
- Demonstrated success in servicing customers (Producers / Assistants / Planholders)
- Experience working with and addressing the needs of field sales organization in a highly dynamic, fast-paced environment
- Salesforce experience preferred
- Excellent written and verbal communication skills
- Excellent organizational and time management skills
Benefits
- Health insurance
- Flexible working arrangements
- Professional development opportunities
- Annual, sales, or other incentive compensation
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