Pre-Sales Support Specialist I

GeoBlue; King of Prussia (Montgomery County); Remote; Full time

Job summary

A leading company in global healthcare assistance is seeking a Pre-Sales Support Specialist I to join their Individual Sales team. This role, which allows for remote work with occasional local meetings, is essential for supporting the sales process and ensuring overall client satisfaction. Ideal candidates should have their Life & Health Insurance license or be willing to obtain it, along with strong communication skills and proficiency in Microsoft Office.

Benefits

Flexibility to work in a remote home office

Competitive base pay plus annual bonus targets

Solid medical plans, with Telemedicine available

401(k) with generous company match

Robust PTO accrual program with carry-over option

9 paid holidays plus one floating holiday and one volunteer day

Employee assistance and wellness support 24/7

Free international healthcare coverage

Tuition reimbursement

Paid parental leave

Qualifications

• You have your Life & Health Insurance license but if you don’t, no worries! You'll get these within the first 90 days.
• Great client services skills and ability to manage multiple clients and projects simultaneously.
• Solid communication and presentation skills.

Responsibilities

• Provide support for the intake, review, processing, and maintenance of Agent/Broker/Blue plan contracts.
• Collaborate with the Product Support Specialist to facilitate application enrollments.
• Communicate professionally with newly registered brokers to welcome them to the program.

Skills

Client services skills

Communication

Presentation

Microsoft Office

Bilingual in Spanish

Education

Life & Health Insurance license

Job description

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About GeoBlue

At GeoBlue, we combine the latest in technology with worldwide healthcare expertise and a commitment to unsurpassed service to deliver first-rate global medical assistance and health benefits for world travelers. We are proud to say we set the standard for service and innovation in the health services industry.

About GeoBlue

At GeoBlue, we combine the latest in technology with worldwide healthcare expertise and a commitment to unsurpassed service to deliver first-rate global medical assistance and health benefits for world travelers. We are proud to say we set the standard for service and innovation in the health services industry.

We are currently seeking a Pre-Sales Support Specialist for our Individual Sales team. This is a remote home office position with occasional meetings in the King of Prussia office for those who are local.

The Pre-Sales Support Specialist provides essential support during the initial stages of the sales and underwriting process. This role ensures that broker and client applications are properly prepared, PURLs are utilized for sales tracking, and all necessary steps are completed to facilitate a seamless and successful sale.

What You Will Do:

• Provide support for the intake, review, processing, and maintenance of Agent/Broker/Blue plan contracts, ensuring proper documentation and storage
• Provide support the pre-sales product functions for both short-term and long-term products
• Perform updates to plan profiles and maintain the existing plan contract database, including conducting relevant research
• Assist in the onboarding process for new plans, ensuring a smooth transition
• Collaborate with the Product Support Specialist to facilitate application enrollments
• Contribute to the creation and delivery of training materials for plan onboarding
• Aid in the collection and reporting of data related to new plans
• Provide support in the preparation of quotes, proposals, and enrollment documentation.
• Manage and respond to inquiries within the pre-sales plan email and phone queues
• Communicate professionally with newly registered brokers to welcome them to the program and provide sales support to ensure the successful completion of their first sale
• Uphold and promote the company’s service standards while ensuring the persistence of the assigned book of business
• Cultivate and maintain strong relationships with assigned clients, MGAs, Blue plans, and brokers
  
  
  

About You:

• You have your Life & Health Insurance license but if you don’t, no worries! You will get these within the 1st 90 days of your hire date
• You have great client services skills and can manage multiple clients and projects simultaneously
• You have solid communication and presentation skills and can handle working with senior level audiences
• You can adapt to changing priorities and can work both independently and as part of a team
• You are determined to deliver accurate, thorough work within given timelines
• You have good Microsoft Office skills including Word, Excel, Outlook, and PowerPoint
• If you are Bilingual in Spanish, that is a great plus!
  
  
  

What’s In It for You:

• Flexibility to work in a remote home office. We make sure you have the equipment
• Competitive base pay plus annual bonus targets
• Solid medical plans, with Telemedicine available
• 401(k) with generous company match
• Robust PTO accrual program with carry-over option
• 9 paid holidays in addition to one floating holiday and one volunteer day
• Employee assistance and wellness support 24/7
• Free international healthcare coverage and work abroad arrangements available
• Tuition reimbursement
• Paid parental leave, Pet insurance, Identify theft and legal coverages available
  
  
  

Competitive base pay starting at $23.23/hr. Compensation is based on prior/relevant experience and skill level in a similar role.

GeoBlue’s vision is to build the healthcare services company most loved by the globally mobile. To learn more visit GeoBlue | International Travel Health Insurance Coverage

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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