Insurance Sales Specialist

Russell Tobin; Hartford (CT); On-site; USD 30,307 - 34,164; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Identity theft protection

Legal support

Auto and home insurance

Pet insurance

Employee discounts with preferred vendors

Job summary

An established industry player is seeking a Presale Specialist 2 to join their dynamic team in Hartford, CT. This role offers a unique opportunity to engage in the customer service industry while facilitating the RFP process and ensuring accurate proposal delivery. The ideal candidate will possess strong communication skills, a customer-focused mindset, and intermediate Excel proficiency. This contract position allows for potential extension or conversion, making it a great opportunity for those looking to make an impact in the insurance and financial services sectors. Join a supportive environment where your contributions will be valued and recognized.

Qualifications

• Preferred college degree or equivalent experience with financial ratings.
• Intermediate Excel skills required, including V-lookups and pivot tables.

Responsibilities

• Facilitates the RFP process and creates proposals as a subject matter expert.
• Works closely with Underwriting to address risk provisions and requests.
• Manages work queue and escalates urgent issues to management.

Skills

Customer focus

Strong writing skills

Communication skills

Intermediate Excel

Integrity and respect

Ability to balance priorities

Education

College degree preferred

Equivalent experience with financial ratings

Tools

Excel

Job description

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/hr - $24.80/hr

Lead Recruiter - US Recruiter at Russell Tobin

Russell Tobin is currently seeking a Presale Specialist 2 - Hartford, CT to support our client. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the Customer Service industry. Potential to extend or convert for the right candidate. Apply today for consideration!

Job title: Presale Specialist 2

Location: Hartford, CT

Duration: 8 months

Pay rate: $22/hr - $24.8/hour

Job Duties:

1. Facilitates the entire RFP process from Intake process to the execution of rating the products per the request and creating a proposal all while serving as a subject matter expert.
2. Partners with the RAE and Voluntary Sales team members to maintain an active and productive relationship.
3. Understands how industry and location can affect The Hartford’s Benefit offerings.
4. The Quote Specialist will review rating reports for accuracy and reasonability to better understand variances, articulating and consulting on any drivers from the data while following state specific or company identified requirements.
5. Works closely with Underwriting to ensure risk identified provisions or requests are addressed.
6. Ensures RAE’s pricing is within authority and communicates timely when outside of authority.
7. Provides accurate and timely delivery of proposal, meets quality guidelines and turnaround times.
8. Proactively shares feedback with leaders of the Quote Specialist team on other team members, process challenges, or other related team initiatives.
9. Manages work queue, processes re-rates and escalates urgent issues to manager and proposes work solutions as necessary.

Qualifications:

1. College degree preferred or equivalent experience with financial ratings.
2. Knowledge of Group Ancillary products preferred but not required.
3. Intermediate Excel experience (V-lookups, pivot tables).
4. Customer focus with the drive to exceed expectations.
5. Demonstrates integrity and respect consistently.
6. Strong writing and communication skills.
7. Can balance multiple priorities with a focus on timely deliverables.

Note:

Candidates for remote work must have a home office that allows for privacy and minimal distractions. The office should be able to close off from noise, and children under 12 should not be present without supervision from someone other than the candidate.

Candidates are required to be on camera for all meetings.

From August through October, time off is limited for all employees, including full-time and strategic reserves. If a candidate has a planned vacation or extended time off, they must discuss it with their leader and obtain approval 30 days in advance. This does not apply to appointments or short absences (up to 2 hours) where flex time can be used.

The office is closed on holidays that fall on a weekday and candidates that are hired will be off those days without pay.

Benefits Disclosure:

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Seniority level

Associate

Employment type

Contract

Job function

Customer Service, Accounting/Auditing, and General Business

Industries

Insurance, Financial Services, and Office Administration