New Business Analyst (Hybrid - Troy, MI) - Health Alliance Plan

GENERAL SUMMARY:

Responsible for supporting both the New Business Reform and Non-Reform Sales Unit. Support encompasses all aspects of New Business sales; including but not limited to utilizing the quoting application, CRM application and all internal HAP systems to facilitate a sale.

PRINCIPLE DUTIES AND RESPONSIBILITIES:

Reform Group

• Agent Registration/deactivation within the eSales quoting application.

• Generating quotes within the eSales application.

• Preparing quotes within the eCAR system for manual quotes.

• Maintaining the data integrity of the eSales application.

• Answer and assist Producers calls and emails regarding HAP's products and processes.

• Assisting Account Executives in preparing new group submissions to underwriting and being the liaison between sales and underwriting for all requested information.

Non Reform Group

• Analyzing all new large group requests sent to HAP from Producers to determine which HAP/AHL products to quote.

• Maintaining a dialogue with producers, agencies and Producers in regard to providing the required information to quote.

• Preparing new quotes for submission to underwriting using the SalesForce application.

• Creating and maintaining the above RFP information within SalesForce. The following are the main areas within SalesForce needing to be maintained:

  • Create new Employer Accounts and complete all required information.

  • Create new Opportunities for these Employer Accounts and complete all required information.

  • Update and maintain all Contact information as it becomes available.

• Perform other related duties as assigned.