New Business Analyst (Hybrid - Troy, MI) - Health Alliance Plan
- Agent Registration/deactivation within the eSales quoting application.
- Generating quotes within the eSales application.
- Preparing quotes within the eCAR system for manual quotes.
- Maintaining the data integrity of the eSales application.
- Answer and assist Producers calls and emails regarding HAP’s products and processes.
- Assisting Account Executives in preparing new group submissions to underwriting and being the liaison between sales and underwriting for all requested information.
- Analyzing all new large group requests sent to HAP from Producers to determine which HAP/AHL products to quote.
- Maintaining a dialogue with producers, agencies and Producers in regard to providing the required information to quote.
- Preparing new quotes for submission to underwriting using the SalesForce application.
- Creating and maintaining the above RFP information within SalesForce. The following are the main areas within SalesForce needing to be maintained:
- Create new Employer Accounts and complete all required information.
- Create new Opportunities for these Employer Accounts and complete all required information.
- Update and maintain all Contact information as it becomes available.
- Perform other related duties as assigned.
- Bachelor’s Degree or an additional two (2) years of healthcare experience may be considered in lieu of education requirement.
- Minimum of one (1) year of healthcare experience.
- Familiarity with health plan operations and federal and state regulations preferred.
- Familiarity with a broad range of health plan options (HMO, PPO, CDHP) preferred.
- Understanding of the sales process for commercial group sales preferred.
- Understanding of the underwriting process for commercial group sales is a plus.
- Proficiency operating personal computers and associated software programs including, but not limited to, Word, Excel, and Power Point.
- Must be a licensed Agent with the state of Michigan in Accident & Health insurance or acquire within 45 days of employment.
- Organization: HAP (Health Alliance Plan)
- Department: NEW BUSINESS SALES
- Henry Ford Health Location: HAP (Health Alliance Plan)
- Shift: Day Job
- Union Code: Not Applicable
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