Voluntary Sales Account Consultant, Group Benefits

Sales Account Consultant - SA08BE

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

This role's primary function is to support the Voluntary Account Executives (VAE) within an assigned territory (East, Central and West) and act as the primary resource that manages the overall pre-sale process for Group Benefits Supplemental Health insurance products for new business 500+ lives.

New Business Pre-Sale Support:

• Support Voluntary Account Executive in the presale submission process for new business RFP's 500+ lives.
• Accountable for overseeing timeline from RFP receipt to RFP delivery.
• Monitor RFP activity, prioritize opportunities for VAE and Underwriting.
• Responsible for high level RFP review, confirmation of plan information with broker on as needed basis, working with internal team to route RFP information to appropriate internal cross-functional teams for completion. Interface with VAE/Broker/Underwriter for questions or clarifications needed from initial data provided.
• Works with VAE to highlight plans for rating by Underwriting team.
• Engages with cross-functional partners to ensure all RFP requested items are responded to, proposal review, RFP Questionnaire completion and any gathering other needed items/sample documents.
• Works with Underwriting team to ensure RFP templates and rate grids are completed upon Broker request.
• May assist with pricing on behalf of Voluntary Account Executive (discretion of office & capacity).
• Assist with proposal review, including accuracy for RFP delivery.
• Delivery of proposal responses and declinations (discretion of office & capacity).
• Works with Underwriting team on rerate requests (as needed).
• Partner with Voluntary Account Executive to ensure newly sold business is accurate and updated for customer sign-off.

• Support VAE when out of office to ensure that opportunities continue to move through underwriting process.
• Back-up other VSC teammates as needed.
• Offer other sales support functions like contract comparisons, finalist meeting assistance, attend broker meetings etc.
• Partnership with local market team including Regional Account Executive, Underwriting, Quote Specialist, Pre-Sale, and additional internal Hartford partners.
• Manage office support services including but not limited to:
  
  
  • Attends and participates in all mandatory training, meetings, etc.;
  • As appropriate route incoming inquiries to appropriate internal partners;
  • Project support as needed.

• Minimum 2 years of Group Benefits experience.
• Strong understanding of Group Benefits products and services with special attention to Voluntary Benefits/Supplemental Health benefit plans preferred.
• College degree preferred or equivalent experience with financial ratings preferred.
• Excellent verbal and written communication skills with strong Word, Excel and PowerPoint skills and Salesforce knowledge.
• Able to work under pressure in a fast-paced environment.
• Highly organized, detail-oriented and able to manage multiple priorities at once.
• Ability to build rapport and develop/maintain strong relationships with internal/external partners
• Critical thinking to proactively identify and anticipate needs.
• Quick learner. Solves problems by gathering and using different sources of information.