Sales Installation Specialist

Point32Health

Sales Installation Specialist at Point32Health providing support for quoting and renewals in health services. Engaging with brokers and customers to assist with installations and service delivery.

Posted 7/15/2026full-timeRemote Worker Home Office • Massachusetts • 🇺🇸 United StatesJunior💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and account management, with a strong focus on quoting processes and compliance with underwriting guidelines and state regulations. Proficient in utilizing CRM tools and Microsoft Office to manage account information and documentation effectively.

Highest-signal resume keywords

Customer Service ExperienceCRM Tools ProficiencyMicrosoft Office SkillsAttention to DetailInterpersonal Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Quoting ProcessesAccount ManagementDocumentation CollectionRenewal Process ManagementData Entry

Soft Skills

Strong Interpersonal SkillsVerbal CommunicationWritten CommunicationMultitasking Ability

Tools & Technologies

CRM SoftwareMicrosoft ExcelMicrosoft Word

Industry Keywords

Underwriting GuidelinesState RegulationsBusiness Environment

About the role

Key responsibilities & impact

Provide high quality service to assist brokers with quoting on self-service tools
Answer questions about products and plans
Provide overall customer service related to quoting and renewals through multiple channels
Daily monitoring of new business and renewal quotes
Follow up with brokers and/or Account Executive
Complete new business installs including the collection of required documentation
Entering account information into CRM
Completing renewal process for existing customers on annual basis
Update systems/trackers with current account status
Maintain current working knowledge of underwriting guidelines and multiple state regulations

Requirements

What you’ll need

High school diploma required
Bachelor’s degree in a related field preferred
1-3 years in office/business environment required
3-5 years customer service experience preferred
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

Benefits

Comp & perks

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