Employee Benefits Sales Support Consultant
The Hartford, Florida, NY, United States
Sales Support - PG09CN
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.
Employee Benefits is seeking a Sales Support Team member to partner with Regional Account Executives (RAEs) and manage the presale opportunity process. As a member of this team, in collaboration with peers and cross‑functional partners, this person will be responsible for managing the presale opportunity process to ensure the successful execution of presale activities and the achievement of business objectives.
This role requires a highly organized, responsive, and resourceful individual who can handle technology support and follow‑up processes efficiently. The ideal candidate will have strong problem‑solving skills, be comfortable interacting with brokers, and possess the ability to take initiative without taking feedback personally.
Key Responsibilities
RFP Intake/Loading: 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
Tech/Implementation Credit Support: Manage and request tech and implementation credits, when applicable
Coordinate Calls: Coordinate internal calls, and assist with external call scheduling when appropriate
Partner with Presale Analysts to ensure questionnaires/survey are complete accurately and timely
Activity management in Systems: Manage opportunity in relevant systems such as PRISM, Fusion and Salesforce.com
Proposal Review, Coordination & Delivery Preparation: Review proposals, include material collection, coordinate necessary actions, and prepare for delivery
Project manage key quote activities
Important Skills And Behaviors
Responsiveness: Ability to respond promptly and effectively to requests and inquiries
Resourcefulness/Process/Problem Solving: Strong problem‑solving skills and the ability to navigate processes efficiently
Desk Management/Organizational Skills: Knowing when to follow‑up and how to program frequency into Salesforce (SF)
Efficient Internal Process & Follow‑Up: Ability to manage internal processes and follow‑up tasks effectively
Proficiency in providing technology support
Willingness to Ask Brokers for Necessary Information: Comfortable interacting with brokers and requesting needed information
Resilience: Aptitude for managing difficult situations objectively
Initiative: Capability to take tasks and run with them independently
Tech Credit Support Experience: Experience in providing technical credit support
Follow‑Up with Brokers: Comfortable following up with brokers for information
Resilient: Capable of accepting feedback and making improvements
Comfortable with External/Broker Interactions: Ability to work comfortably with external parties and brokers
Additional Requirements
Loading Proposal Platforms: Understanding and managing proposal platforms
Understanding Proposal Processes: Comprehensive understanding of proposal processes and requirements
Qualifications
Knowledge of employee benefit products/industry preferred; not required
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
This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise.
Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short‑term or annual bonuses, long‑term incentives, and on‑the‑spot recognition. The annualized base pay range for this role is:
$54,000 - $81,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
#J-18808-Ljbffr
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.
Employee Benefits is seeking a Sales Support Team member to partner with Regional Account Executives (RAEs) and manage the presale opportunity process. As a member of this team, in collaboration with peers and cross‑functional partners, this person will be responsible for managing the presale opportunity process to ensure the successful execution of presale activities and the achievement of business objectives.
This role requires a highly organized, responsive, and resourceful individual who can handle technology support and follow‑up processes efficiently. The ideal candidate will have strong problem‑solving skills, be comfortable interacting with brokers, and possess the ability to take initiative without taking feedback personally.
Key Responsibilities
RFP Intake/Loading: 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
Tech/Implementation Credit Support: Manage and request tech and implementation credits, when applicable
Coordinate Calls: Coordinate internal calls, and assist with external call scheduling when appropriate
Partner with Presale Analysts to ensure questionnaires/survey are complete accurately and timely
Activity management in Systems: Manage opportunity in relevant systems such as PRISM, Fusion and Salesforce.com
Proposal Review, Coordination & Delivery Preparation: Review proposals, include material collection, coordinate necessary actions, and prepare for delivery
Project manage key quote activities
Important Skills And Behaviors
Responsiveness: Ability to respond promptly and effectively to requests and inquiries
Resourcefulness/Process/Problem Solving: Strong problem‑solving skills and the ability to navigate processes efficiently
Desk Management/Organizational Skills: Knowing when to follow‑up and how to program frequency into Salesforce (SF)
Efficient Internal Process & Follow‑Up: Ability to manage internal processes and follow‑up tasks effectively
Proficiency in providing technology support
Willingness to Ask Brokers for Necessary Information: Comfortable interacting with brokers and requesting needed information
Resilience: Aptitude for managing difficult situations objectively
Initiative: Capability to take tasks and run with them independently
Tech Credit Support Experience: Experience in providing technical credit support
Follow‑Up with Brokers: Comfortable following up with brokers for information
Resilient: Capable of accepting feedback and making improvements
Comfortable with External/Broker Interactions: Ability to work comfortably with external parties and brokers
Additional Requirements
Loading Proposal Platforms: Understanding and managing proposal platforms
Understanding Proposal Processes: Comprehensive understanding of proposal processes and requirements
Qualifications
Knowledge of employee benefit products/industry preferred; not required
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
This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise.
Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short‑term or annual bonuses, long‑term incentives, and on‑the‑spot recognition. The annualized base pay range for this role is:
$54,000 - $81,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
#J-18808-Ljbffr