Stop Loss Internal Sales Support

Sun Life Financial
Oct 18, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Stop Loss Internal Sales Support (SLIS) works directly with the Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. The SLIS also works with brokers and third-party administrators (TPA) to manage complex service inquiries. The SLIS is required to look for creative ways to solve our customers' problems and bring them to resolution. This includes, but is not limited to: prospect and renewal activity, policy implementation, claims issues, broker compensation issues, and revision requests. This position requires strong negotiation skills to influence decisions that meet both customer needs and the company's goals and priorities.

Position Responsibilities

* Partner with SLS in the implementation and execution of prospect and renewal activity.

* Maintain an effective quote and renewal pipeline for each SLS.

* Provide SLS case level support, working with underwriting, delivering and following up on proposals, capturing final outcome and identifying sold plan designs.

* Provide SLS renewal support, acquiring required data for underwriting, delivering renewal packages, capturing final outcome and identifying sold plan designs.

* Manage service issues for all in-force policies to ensure customer satisfaction and positively influence persistency.

* Service existing Sun Life brokers and TPAs by responding to phone calls and e-mails requesting assistance.

* Maintain and update Client Relationship Management system regarding telephone conversations and activities in designated territories.

* Maintain an in-depth knowledge of the Stop Loss products, services and processes, and the overall Self Insured industry and competitive landscape.

* Act as a liaison between the home office and the Stop Loss Specialists in the field.

* Prepare and distribute marketing materials to SLS, brokers, and TPAs.

* Perform additional responsibilities as needed.

* LI-AE1

Position Requirements and Qualifications:

* Bachelor's degree plus 1-3 years of Group Insurance / Stop Loss Insurance experience preferred.

* Demonstrated ability to work autonomously and as part of a cohesive team.

* Strong communication skills; written and verbal (with strong telephone presence).

* Intermediate knowledge of insurance products and processes strongly preferred.

* Demonstrated success in negotiation, persuasion, and solutions-based service requiring cross departmental involvement.

* Proven record of providing strong and effective customer service required

* Ability to work in a fast paced environment; flexibility to handle multiple priorities while maintaining a high level of professionalism and responsiveness.

* Knowledge of group insurance, distribution, and customer service preferred.

* Excellent problem solving skills required.

* Proficiency using the Microsoft Office suite of products.

* Experience using CRM tools to track and manage the activity of sales force.

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