Job Description

Sales Assistant – Health Benefits

Location: Brooklyn or NYC - Hybrid

Salary: $26-36/hour

Direct Hire Opportunity!

Kelly has an amazing opportunity for a driven Sales Assistant to join a leading 3rd party Health Benefits Administrator based out of their Brooklyn, NY or Manhattan location. This is a Direct Hire opportunity with a pay rate range of $26-36 per hour based on experience, an excellent benefits package, and a hybrid schedule . In this role you will assist with processing and preparing self-funded benefit RFPs as well as perform benefit plan analysis and sales support in additional to acting as a liaison with internal teams from the sales to successful implementation of new and renewing clients.

Responsibilities include but not limited to:

• Evaluate RFP (Request for Proposal) submissions, pinpoint missing information, and edit or format census and reports to ensure data is systematically organized and stored correctly.
• Request claims reports from carriers and assess the claims data.
• Work with internal teams to gather essential information for completing submissions.
• Compile RFPs for client renewals or potential groups, incorporating employee census data, current/renewal plan details and rates, along with historical claims experience.
• Develop marketing results spreadsheets and provide recommendations.
• Create proposal presentations for brokers or clients, including cost and benefit analyses.
• Facilitate the transition of sold accounts to operations, implementation, and the account management team.
• Serve as an intermediary between brokers and account management.
• Support account management during implementation and assist in financial and additional projects.
• Construct final financial models and billing forms for all sold accounts.

Skills and Requirements:

• Stop Loss experience at a Brokerage or TPA/carrier is required.
• Bachelor's degree or equivalent professional experience.
• 2+ years of experience in client or account management within medical insurance, or in related fields such as sales, administrative support, or marketing.
• Comprehensive knowledge of benefits insurance, including experience on the broker or carrier side, with an understanding of self-funding and stop-loss reinsurance markets.
• Proficient in standard software applications, including MS Word, Excel, Outlook, and PowerPoint.
• Maintains confidentiality and practices discretion.
• Effectively identifies and resolves issues by skillfully gathering and analyzing information.
• Shares knowledge with colleagues through efficient communication and follow-ups.
• Follows instructions, is receptive to feedback, and seeks improvement.
• Acts in a manner that builds trust with management, colleagues, and customers.
• Willingness to work overtime when necessary.

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