Sales Specialist

Job Description:

  • Manage the ancillary Request for Proposal (RFP) process, interacting with sales, brokers, and insurance carriers.
  • Responsible for evaluating, analyzing, and making ancillary benefits recommendations.
  • Ability to propose plan and pricing alternatives across all non-medical lines, including dental, vision, life, disability, absence, supplemental health, worksite, executive and voluntary benefits.
  • Deliver high quality and accurate marketing workbooks in a timely manner.
  • Provide prompt, efficient, and high-quality service to develop and maintain relationships with our broker partners, their clients, and our partner carriers.
  • Able to educate and train internal and external partners on the technical nuances of ancillary products, pricing, and process.
  • Serves as an extension of our Sales Managers and Account Executives in identifying growth opportunities across prospects and existing customers.
  • Manage a high volume of Requests for Proposals (RFPs) in a pressure-filled environment.


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