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Strong brand, mid-level generalist sales title, and common 3+ year experience create high candidate competition.
Medical Stop Loss product and broker relationship skills make background fit highly industry-specific.
Explicit 3+ years requirement and mandatory Life and Health insurance license increase shortlisting strictness.
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Manage and support the Request for Proposal (RFP) pipeline for Medical Stop Loss new sales and renewals, ensuring timely and accurate proposal development.
Provide administrative sales support by acting as a liaison among sales personnel, customers, producers, and home office contacts, including managing data entry and coordinating timelines.
Support customer activities such as enrollment and benefit fairs, assist with new hire onboarding, maintain compliance documentation, and handle office management tasks.
2-3 years of Stop Loss product and/or account management experience, specifically in Medical Stop Loss industry, sales administration, broker relations, customer service, or RFP pipeline management.
Active Life and Health Insurance license required or must be obtained within 30 days of hire.
Strong customer service experience with the ability to manage multiple priorities and deadlines effectively.
Work Experience Required: Minimum three (3) years of relevant experience in financial/insurance accounts.
Experience working closely with sales teams and brokers in Medical Stop Loss or group insurance domain to develop and maintain relationships while achieving retention targets.
Detail-oriented with strong organizational, analytical, and time management skills demonstrated through managing RFP processes and account support duties.
Proven ability to work independently, prioritize tasks, and handle multiple small to medium accounts in a structured sales environment.