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Health Alliance Plan - Troy, MI
posted 2 months ago
About the position
The Health Insurance New Business Coordinator plays a crucial role in supporting the New Business Reform and Non-Reform Sales Unit at Health Alliance Plan. This position involves facilitating sales processes through various applications and systems, ensuring data integrity, and acting as a liaison between sales and underwriting teams. The coordinator will be responsible for generating quotes, managing agent registrations, and maintaining communication with producers and agencies to streamline the quoting process.
Responsibilities
- Support the New Business Reform and Non-Reform Sales Unit.
- Utilize the quoting application and CRM application to facilitate sales.
- Generate quotes within the eSales application and prepare manual quotes in the eCAR system.
- Maintain data integrity of the eSales application.
- Assist Producers with inquiries regarding HAP's products and processes.
- Liaise between sales and underwriting for new group submissions.
- Analyze new large group requests to determine appropriate HAP/AHL products to quote.
- Prepare new quotes for submission to underwriting using the SalesForce application.
- Create and maintain Employer Accounts and Opportunities in SalesForce.
- Update and maintain contact information as it becomes available.
- Perform other related duties as assigned.
Requirements
- Bachelor's Degree or two years of healthcare experience in lieu of education requirement.
- Minimum of one year of healthcare experience.
- Familiarity with health plan operations and federal and state regulations preferred.
- Understanding of the sales process for commercial group sales preferred.
- Understanding of the underwriting process for commercial group sales is a plus.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
Nice-to-haves
- Familiarity with a broad range of health plan options (HMO, PPO, CDHP) preferred.
- Willingness to work off-hours and extended hours as necessary.
