BenefitMall - Proposal Consultant (Remote)

CRC Group; Athens (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

Join a leading company in specialty wholesale insurance as a Proposal Consultant. This remote role involves preparing quotes, assisting brokers, and maintaining relationships. Enjoy a collaborative environment with growth opportunities and competitive benefits.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Paid Sick Days

Paid Holidays

Qualifications

• Minimum of two years related experience.
• Prefer at least one year experience in insurance or employee benefits.

Responsibilities

• Prepare quotes and assist brokers with information/materials.
• Monitor and respond to dedicated mailboxes for quoting.
• Develop and maintain positive relationships with partners.

Skills

Communication

Teamwork

Microsoft Office

Education

High School diploma

Tools

Excel

Word

Outlook Exchange

Job description

BenefitMall - Proposal Consultant (Remote) page is loaded

BenefitMall - Proposal Consultant (Remote)

Apply locations Atlanta, GA Marietta, GA Columbus, GA Athens, GA Savannah, GA time type Full time posted on Posted Yesterday job requisition id R0000001176

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Prepares quotes and assists brokers with information/materials as needed.

This will be a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Monitor and respond to dedicated mailboxes/queues for quoting.
• Review requests for quotes, determine what plans should be quoted and work with partners to identify plans to quote as needed.
• Coordinate and organize proposals returned, monitoring for accuracy while maintaining Service Level Agreements.
• Enter group information into various internal and external software and portals to generate proposals.
• Maintain data and systems used to monitor quote metrics.
• Prepare quote requests, transmit requests to necessary parties, and follow up for completion and to ensure delivery.
• Provide administrative support to include, but is not limited to computer generated correspondence, phone conversations, and printing of quotes.
• Develop and maintain positive relationships with internal and external partners.
• Maintain and monitor carrier contacts for quoting assistance, files, and production reports.
• May assist with meetings or events. Occasional long, irregular hours.
• Other duties as assigned.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School diploma or equivalent, with minimum of two (2) years related experience.
• Prefer at least one (1) year experience in insurance, medical, or employee benefits.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• License preferred.

FUNCTIONAL SKILLS

• Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient with web browsers.
• Type a minimum of forty (40) words per minute.
• Minimum of 10,000 alpha and numeric keystrokes per hour with high level of accuracy.
• Communicate effectively with internal and external personnel, both verbally and in writing.
• Read, comprehend, and interpret job-related documents.
• Work in and contribute to a positive team environment.
• Manage multiple tasks simultaneously, and quickly adapt to changes in work assignments.

General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position.CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?
• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.