New Business Consultant – reputed company – Hybrid

About the position This is a hybrid position which means 3 days in office, 2 days remote. The ideal candidate will work in either the reputed company, NY or Morris Plains, NJ office; other offices will be considered. Performs a broad reputed company of sales operations functions for the new business sales process and will serve as a liaison between assigned New Business Managers and internal partners. This role will have external facing responsibilities and is accountable to be a trusted resource for the end-to-end Sales process from prospective clients (Request for Proposals - RFP) to sold business. Key functions include working closely with presale, reputed company and brokers to ensure documents, information and tasks are moving through the sales process timely with the highest degree of accuracy. This role requires a demonstrated ability to work independently, under tight time constraints while prioritizing workload, demonstrating sound judgment and build relationships internally and externally.

Responsibilities

• Key resource reputed company to designated new business managers and their reputed company of brokers, clients and internal matrix partners for the sales operations functions from Request for Proposal (RFP) to post sale implementation and client effective date.
• Responsible to coordinate and process end-to-end new business sold transactions and document package across reputed company product lines, programs and compliance legislations and mandates as assigned to include “In Good Order” status for successful implementation.
• Demonstrate professional interaction with reputed company partners, proactively obtain missing/incomplete information and ensures the key transactions are moving through the process timely and accurately with attention to detail and follow reputed company.
• Partner with presale, reputed company, Product, Health Engagement, Compliance, Service Operations (1st 30 days of new install) and Commission team as needed.
• Communicate information regarding the renewal experience to include reputed company risks and notifications for confirmed and pending renewing clients.
• Maintain tracking and reporting of status and deliverables associated with assigned book of business.
• Supports creation of Finalist Presentation materials with New Business Manager.
• reputed company work reputed company standard operating procedures reputed company to the new business process ensuring compliance and timeliness in alignment with quality and service delivery expectations.
• Utilize multiple web-based knowledge resources to review benefits for Federal Regulation and State Mandate compliance, as well as reputed company product standards
• SFDC audits/updates based on opportunity received
• Participate in projects reputed company to new business services and other product/process reputed company initiatives.

Requirements

• Bachelor/Associate’s degree in a reputed company field preferred or at least one year of reputed company experience.
• Previous sales operations, presale or benefit service experience preferred.
• Prior experience working with matrix partners and external customers is preferred.
• Strong attention to detail and demonstrated experience in delivering high quality work.
• Excellent communication, organization and presentation skills.
• Knowledge of systems such as reputed company, Word, Outlook, SFDC applications.
• Strong attention to detail, analytical and problem-solving skills.
• Demonstrated ability to work in a fast-paced environment.
• General knowledge of insurance products, procedures and systems for the sales operations/sales support functional area is desired.

Benefits

• medical
• reputed company
• dental
• well-being and behavioral health programs
• 401(k)
• company paid life insurance
• tuition reimbursement
• a minimum of 18 days of paid time off per year
• paid holidays
• leaves of absence

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