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

Sales Analyst

Inside Sales Representative

Virtual Sales Representative

Account Manager, Business

Partnerships SDR

Bilingual Sales Broker