Welcome to a team of caring and passionate people who work each day to meet the needs of our members and clients. At Health Benefits, you will be part of an organization committed to offering custom services to self-funded health benefits plans that manage costs – without compromising benefits – by offering innovative solutions, flexibility, transparency and customer support. We are now a subsidiary of Health Care Service Corporation, the largest customer-owned insurance company in the United States and a strategic partner of Health Benefits since 2018, giving us access to increased national scale and support. This is an exciting time to join our team and enhance our culture that emphasizes caring, diversity and inclusion, mutual respect, collaboration and service to our communities.

Health Benefits, a nationwide Third Party Administrator is currently seeking a Sales Support Assistant. Please note that in this position you will be primarily working remotely; however, you must be able to drive to our Overland Park, KS office on occasion io organize large RFP's when necessary.

Overview of Role:

The Sales Support Specialist will assist our Sales Executives, Region Presidents, Client Management, Underwriting, and Sales Support staff with new business and renewal sales and client management activities.

Key Accountabilities:

RFP Questionnaire Team Support

• Monitor RFP site, create folders, download files, validate RFP specification forms, and provide same day notification to staff working on proposals.
• Research and secure references.
• Update responses from vendors and subject matter experts as they are received and apply appropriate edits to proposals.
• Organize and maintain third- party vendor information as directed.
• Use Table of Contents provided by Proposal Analyst to create response folders and pull in attachments; WinZip folders and update attachment names so appropriate titling for current proposal is reflected.
• Maintain, print, assemble, and ship binders as requested,
• Populate assigned executive summaries and questionnaires for proposal analyst review as directed and work through returned edits to completion.
• Create and maintain all necessary reporting

Underwriting Team Support

• Run reports (Salesforce, Webfocus, WCW, etc.) for underwriting team.
• Download Anthem pre-certs.
• Confirm all required reports are available in RFP package for stop loss.
• For renewals pull billing instructions and administrative services agreement and input current fees into renewal proposal for underwriter to work.
• For renewals, download automated Webfocus reinsurance report, and 50% report and store in applicable renewal folder.
• For renewals, download and save SPDs and SBCs.
• Send new/revised SPDs and amendments to stop loss carriers for approval.
• Get 5500 (Schedule A from stop loss carrier and Schedule C from finance) information when requested.
• Carefully enter contracts into PowerStepp system.
• Notify healthcare management and reinsurance teams of contract terms sold.
• Review of stop loss contracts

Sales and Client Management Support

• Order supplies, giveaways, business cards, etc.
• Make folders, download files for new business opportunities
• Assist with PowerPoints for sales and finalist presentations
• Provide client management support such as printing, binding, and mailing presentations
• Prepare and setup for on-site client and new business meetings.
• Run reports (Salesforce, Webfocus, WCW, etc.) for sales team
• Customize Trustmark Health Benefits Capabilities proposal for new business opportunities based on Network solution proposed
• Coordinate with sales executives on the plan for delivery of Trustmark Health Benefits Proposal to brokers, clients, and potential clients.
• Provide other support as needed

Education and Experience:

• High School Diploma or GED equivalent
• 2 – 5 years administrative experience in a professional office setting
• Previous experience supporting a team
• Ability to communicate effectively via email and in person with all levels of an organization
• Exceptional customer service skills
• Demonstrated proficiency in MS Word, Excel, PowerPoint
• Ability to learn and use other systems (Salesforce, Qvidian, PowerStepp, SharePoint, SlideBank, etc.)
• Ability to prioritize, multi-task, problem solve
• Proactive with good research and follow-up, and follow-through skills
• Demonstrated organization skills and meticulous attention to detail
• Ability to work effectively with team members on varying levels of the organization

Preferred Experience:

• Previous experience handling Request for Proposals (RFPs)
• Previous experience in a TPA, broker, or insurance setting
• Previous experience with stop loss
• Previous experience with Salesforce
• Previous experience with event planning, booking travel, and office management

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.