Sterling

Sales

• Act as the primary internal point of contact for sales documentation, pre-sale processes, and quality control on new products/product requirements
• Assist the Sales team in hitting quarterly targets by managing new groups in the early stages of the sales cycle
• Work closely with the Sales and Revenue teams to complete pre-sale steps within the defined Service Level Agreement (SLA)
• Act as the initial point of contact following the Sales team’s client meeting, ensuring a clear understanding of the client’s needs for a comprehensive benefit plan design
• Work closely with the Sterling Pricing Team, Account Executives, and Brand Presidents to ensure sales documentation and pricing are completed accurately and within expected timelines
• Complete group benefit plan mapping tasks and create comparison documents to ensure Sterling offers competitive benefits plans
• Generate proposal requests using internal guidelines
• Collaborate with Senior Sales Analysts upon time of go-live with net new groups, to ensure all necessary details are captured and communicated effectively
• Support internal teams by ensuring non-compliant products are identified prior to creating operational challenges
• Create administrative documents required for new business quotes and benefit plan design mapping
• Create necessary administrative documents needed for net new business quotes as well as existing business plan design mapping
• Becoming an expert on the details of a prospective client’s current plan, as well as any changes to their current plan
• Complete quality control checks to ensure all sold plans/products are compliant with internal Sterling Brokers and external (i.e. carrier) requirements
• Ensure all documents submitted for new business quotes are accurate, meet all requirements, and are stored accessibly in the appropriate databases
• Work closely with the Implementation team on up-to-date benefit plan/carrier requirements
• Gather feedback from the sales team on a regular basis to improve support programs
• Complete various support functions determined by the Sales Analysis team and their active sales cycles