The Word & Brown Companies

Support Engineer

• To streamline workflow in Sales Department and assist Sales Reps as needed with quotes, sales and services of small group and group-related products.
• Review group applications based on carrier guidelines.
• Follow up with Brokers and Sales Reps for pending items; Position may require mandatory overtime during months of heavy volume.
• Demonstrates adherence to our published core values of Integrity, Service, Passion, Innovation, Accountability, and Respect on a consistent basis in the performance of your position.
• Review quote request for required information: ER zip, EE info etc. and oversee submission and accurate receipt from Shared Services.
• Report quote errors to RVP (shared services).
• Assist with sales teams with quotes, sales and services of group health and ancillary products.
• Be proficient in WBQuote.
• Create spreadsheets in both market segments for medical and ancillary.
• Process New Hire Worksheets.
• Be proficient in the Ancillary RFP Process.
• Backup for ISR proposal distribution including executive summaries.
• Beta testing quotes and provide feedback to IT as needed.
• Assist Sales Team with scheduling enrollments, ordering, maintaining, and coordinating all enrollment materials.
• Contact brokers and clients to set up enrollments.
• Confirm plan choices, contributions, addresses and phone numbers and communicate this information to the Sales Team.
• Update quote to reflect plan selections and contributions.
• Run employee worksheets.
• Assist with Office reports (training hours), Concur, check requests, POs, broker relations, and outside vendors (i.e POP & Cobra) as needed.
• Schedule carrier, vendor, and internal meetings.
• Assist with setting up and ordering supplies, preparing materials, kits, and quotes for the Region's seminars and broker events.
• Order and coordinate giveaways and food with RVP.
• Order all supplies as needed by sales team.
• Maintain familiarity with current underwriting guidelines.
• Answer pre-sale underwriting questions for brokers and sales team.
• Scrub new case submissions for deal killers.
• Verify case submission is complete via SF tickets.
• Review pending items for accuracy in a fast-paced environment.
• Work with the underwriting team to meet 24 hour turn time by prioritizing the day’s workflow.
• Provide excellent Customer Service to internal and external customers.
• Provide team underwriting updates based on cases submitted.
• Support retention efforts including pulling renewals on behalf of ISRs/RSM’s.
• Update daily activities in the Salesforce system.
• Check client information and update as requested.
• Submit tickets for service.
• Submit CX tickets on behalf of sales team/brokers.
• Research client/broker service requests.
• Retrieve ID cards.
• Lookup Providers and medications.
• Verify group enrollment.
• Misc. customer service issues.
• Performs other business tasks or functions as assigned.

Sales Support Analyst