Sales Installation Specialist

Who We Are Point32Health is a leading not-for-profit health and well-being organization dedicated to delivering high-quality, affordable healthcare. Serving nearly 2 million members, Point32Health builds on the legacy of Harvard Pilgrim Health Care and Tufts Health Plan to provide access to care and empower healthier lives for everyone. Our culture revolves around being a community of care and having shared values that guide our behaviors and decisions. We’ve had a long-standing commitment to inclusion and equal healthcare access and outcomes, regardless of background; it’s at the core of who we are. We value the rich mix of backgrounds, perspectives, and experiences of all of our colleagues, which helps us to provide service with empathy and better understand and meet the needs of the communities where we serve, live, and work. We enjoy the important work we do every day in service to our members, partners, colleagues and communities. Learn more about who we are at Point32Health . Job Summary The Sales Installation Specialist reports to the Implementation & Quoting Manager in Commercial Business. The role is responsible for broker service related to quoting and renewals, installation of new groups, processing renewals for all small groups. Job Description Key Responsibilities/Duties – what you will be doing (top five): Provide high quality service to assist brokers with quoting on self-service tools, answer questions about products and plans, and provide overall customer service related to quoting and renewals through multiple channels, such as phone, email, cases submitted through web site. Daily monitoring of new business and renewal quotes, including follow up with brokers and/or Account Executive as needed to assist with continuing the quote/renewal process. Complete new business installs including the collection of required documentation from broker and employer, adding new plans, entering account information into CRM, creating group structure, and completing system requirements for downstream processes such as billing, enrollment, etc. Complete renewal process for existing customers on annual basis, updating account information (contacts, addresses, plans, etc.), adding new plans, etc. Update systems/trackers with current account status during the installation/renewal process. Processing of related documentation into the Privacy and Security database. Maintain working knowledge of all systems related to the installation of new or renewal groups. Maintain current working knowledge of underwriting guidelines and multiple state regulations regarding small and/or large group business regulations. Other duties and projects as assigned. Qualifications – what you need to perform the job Certification and Licensure Education Required (minimum): High school diploma Preferred: Bachelor’s degree in a related field Experience Required (minimum): 1-3 years in office/business environment Preferred: 3-5 customer service experience Skill Requirements Basic computer skills required, specifically Microsoft Office (Excel, Word) Experience with customer relationship management (CRM) tools a plus Strong interpersonal skills, ability to clearly communicate verbally and in writing Attention to detail Ability to manage multiple account implementations simultaneously Working Conditions and Additional Requirements (include special requirements, e.g., lifting, travel): Must be able to work under normal office conditions and work from home as required. Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for extended durations. May be required to work additional hours beyond standard work schedule. Disclaimer The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time. Salary Range $25.29 -$37.93 Compensation & Total Rewards Overview The annual base salary range provided for this position represents a range of salaries for this role and similar roles across the organization. The actual salary for this position will be determined by several factors, including the scope and complexity of the role; the skills, education, training, credentials, and experience of the candidate; as well as internal equity. As part of our comprehensive total rewards program, colleagues are also eligible for variable pay. Eligibility for any bonus, commission, benefits, or any other form of compensation and benefits remains in the Company's sole discretion and may be modified at the Company’s sole discretion, consistent with the law. Point32Health offers their Colleagues a competitive and comprehensive total rewards package which currently includes: Medical, dental and vision coverage Retirement plans Paid time off Employer-paid life and disability insurance with additional buy-up coverage options Tuition program Well-being benefits Full suite of benefits to support career development, individual & family health, and financial health For more details on our total rewards programs, visit https://www.point32health.org/careers/benefits/ We welcome all All applicants are welcome and will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Scam Alert : Point32Health has recently become aware of job posting scams where unauthorized individuals posing as Point32Health recruiters have placed job advertisements and reached out to potential candidates. These advertisements or individuals may ask the applicant to make a payment. Point32Health would never ask an applicant to make a payment related to a job application or job offer, or to pay for workplace equipment. If you have any concerns about the legitimacy of a job posting or recruiting contact, you may contact [email protected]