Point C

Renewal Operations Specialist

Point C

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $50,000 - $65,000 per year

About the role

  • Collaborate with the account management team to gather necessary information for proposal development.
  • Prepare and customize proposals and other collateral to support the account management team's efforts in acquiring and retaining clients.
  • Ensure accuracy and completeness of proposals by thoroughly reviewing all materials and data.
  • Coordinate with internal departments to obtain necessary information for proposal creation.
  • Respond promptly to sales team inquiries and requests for proposal revisions or updates.
  • Assist in maintaining a repository of renewal materials, especially those associated with proposal generation.
  • Follow defined processes and workflows to streamline proposal development and ensure efficiency.
  • Provide administrative support to the account management team as needed.

Requirements

  • Strong proficiency in Microsoft Office Suite, particularly Word, Excel, and PowerPoint.
  • Excellent written and verbal communication skills, with the ability to effectively convey complex information.
  • Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
  • Ability to work independently and collaboratively in a team environment.
  • Familiarity with CRM software (e.g. Salesforce) is a plus.
  • Previous experience in sales support, proposal development, or similar roles within the insurance industry is preferred.
  • Previous experience with and understanding of Stop Loss insurance marketing is preferred.
  • Flexibility to adapt to changing priorities and deadlines in a fast-paced environment.
  • A positive attitude and willingness to learn and grow within the organization.
Benefits
  • Comprehensive medical, dental, vision, and life insurance coverage
  • 401(k) retirement plan with employer match
  • Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
  • Paid time off (PTO) and disability leave
  • Employee Assistance Program (EAP)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
proposal developmentsales supportattention to detailproject management
Soft Skills
written communicationverbal communicationorganizational skillsteam collaborationflexibilitypositive attitudewillingness to learn