Voluntary Sales Consultant
The Hartford
full-time
Posted on:
Location Type: Hybrid
Location: Hartford • Connecticut • United States
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Salary
💰 $63,200 - $94,800 per year
About the role
- Support Voluntary Account Executives in the RFP process for new National Account business (5000+ lives)
- Accountable for overseeing the timeline from RFP receipt to RFP delivery
- Monitor RFP activity and prioritize opportunities for VAEs
- Conduct high-level RFP reviews and coordinate with internal teams to route RFP information to appropriate cross-functional partners
- Collaborate with VAEs, underwriters, and Sales Support Consultants to clarify questions and secure all required data for proposals
- Partner with Presale to review content, when needed, and help to coordinate proposal or RFI submissions (when applicable)
- Partner with cross-functional teams to complete RFP requirements, including proposal review, questionnaires, and sample document collection
- Work with Underwriting to ensure RFP templates and rate grids are completed upon broker request and collaborate on rerate requests
- Assist with proposal review to ensure accuracy for RFP delivery
- Deliver proposal responses and declinations as needed
- Partner with VAEs to ensure newly sold business is accurate and updated for customer sign-off
- Support VAEs when out of office to ensure opportunities continue to move through the process
- Provide backup to other VSC teammates as needed
- Partner with the local market team, including Regional Account Executives, Underwriting, Quote Specialists, Presale, and other internal Hartford partners
- Troubleshoot proposal errors and help solution to resolve process gaps
- Identify opportunities for process improvement and efficiency
- May represent team/function in interdepartmental projects; new product and service rollouts, compliance/legal issues, best practice/procedure changes
Requirements
- 2+ years of experience in employee benefits, voluntary benefits, or sales support roles
- Strong understanding of group insurance products, with a focus on supplemental health and voluntary benefits
- Experience supporting sales teams and managing RFP processes for large group business desired (5000+ lives preferred)
- Excellent organizational skills and ability to manage multiple priorities and deadlines
- Strong communication and relationship-building skills, with the ability to interact effectively with brokers, underwriters, and internal partners
- High attention to detail and commitment to delivering accurate, timely work
- Ability to work independently and as part of a collaborative team
- Ability to adapt to the changing environment based on market demands or company/team changes to process or procedures
- Strong problem-solving and critical thinking skills
- Good business acumen and professional demeanor
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
- Bachelor’s degree or equivalent work experience preferred
- Life, Accident & Health license will need to be obtained within X days of employment.
Benefits
- Other rewards may include short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
RFP process managementgroup insurance productssupplemental health benefitsvoluntary benefitsproposal reviewdata analysisprocess improvementproblem-solvingcritical thinking
Soft skills
organizational skillscommunication skillsrelationship-buildingattention to detailindependencecollaborationadaptabilitybusiness acumenprofessional demeanor
Certifications
Life, Accident & Health license