Employee Benefits Sales Support Consultant
The Hartford is an insurance company committed to making a difference and helping others achieve their goals. They are seeking an Employee Benefits Sales Support Consultant to manage the presale opportunity process, collaborating with Regional Account Executives and ensuring successful execution of presale activities.
Responsibilities
- Manage the RFP intake process including scrubbing, loading and early DTQ
- Identify and request missing information from brokers, ensuring all necessary information is obtained for proposal responses
- Manage and request tech and implementation credits, when applicable
- Coordinate internal calls, and assist with external call scheduling when appropriate
- Partner with Presale Analysts to ensure questionnaires/survey are complete accurately and timely
- Manage opportunity in relevant systems such as PRISM, Fusion and Salesforce.com
- Review proposals, include material collection, coordinate necessary actions, and prepare for delivery
- Project manage key quote activities
Skills
- College degree or equivalent work experience
- Excellent attention to detail and time-management skills
- Proficient with widely utilized Microsoft applications such as Word, Excel, and PowerPoint
- Excellent verbal and written communication skills
- Highly organized, detail oriented, and able to manage multiple priorities at once
- Critical thinking: Proactively identify and anticipate needs
- Solves problems by gathering and using different sources of information
- Takes Ownership – Takes immediate and independent action, suggests improvements, sets high standards and works hard to achieve them
- Proactively shares feedback with leadership; champions continuous improvement and change management through identifying, planning, and implementing initiatives for the team or department
- Ability to manage multiple projects and due dates, prioritizing projects as necessary
- Knowledge of employee benefit products/industry preferred; not required
Benefits
- Short-term or annual bonuses
- Long-term incentives
- On-the-spot recognition
Company Overview