This position will administer and coordinate quoting and sales activities between Group Sales Representatives and the Company’s Actuarial Department.  Perform detailed financial analyses and special projects for the Senior Vice President of Group Sales/Special Markets.  Assist with administration tasks for Special Markets as needed.

Primary duties & responsibilities consist of:

• With Group Sales Representatives, interpret insurance product needs of employer group clients, participate in the preparation of insurance quotes and gain internal approval of sales quotes.
• Evaluate underwriting risks of new and existing groups, when necessary, and make well-founded recommendations to the senior officer as well as Group Sales Representatives.
• Perform and interpret detailed financial analyses, as required, to support the retention of existing group clients.  Requires interaction with actuaries, third party clients and consultants.
• Develop and prepare financial and statistical reports for Group Sales and Special Markets on a regular basis that adheres to best practices, quality standards, deadlines, controls and proper procedures.
• With Compliance Department, review and understand policy and coverage documents prior to issue to ensure that Company and Group expectations are met before the product is delivered.
• During peak periods, participate in a support role as a team member to achieve customer service and sales goals of the business sold through Special Markets.
• Investigate and provide structured solutions to errors or issues that provide long-term results aligned with company goals.
• Report progress on activities performed on a weekly, monthly, quarterly and annual basis, as requested.
• Prepare ad-hoc reports when needed.
• Participate and manage special projects and work with third parties, as needed.

• College degree in marketing or finance
• Must have the ability to effectively perform and interpret technical financial analyses
• Must have the ability to effectively perform underwriting responsibilities, as needed, to support Group Sales activities
• Experience working the insurance industry group sales a plus

• Must have a desire to provide high quality service and be innovative in problem solving.
• Must be able to work with third parties and present the company well as a sales/underwriting team member.
• Must have strong people skills with the ability to motivate and promote a positive working environment.
• Must be able to maintain confidentiality with employees and third parties.

• Proficiency in the use of computer software.  Advanced MS Excel and Word skills a must.
• Must have excellent Time Management skills with the ability to multitask between various tasks and issues and maintaining control of all tasks at hand.
• Excellent communication skills required (i.e. written, verbal, listening, etc.).
• Strong sales, analytical and technical knowledge required.

Must be able to travel when needed.  Heavy PC and phone usage.