Are you looking for a career, not just a job?
At Custom Design Benefits, we are a team built with our 4 Core Values: Take Care of the Clients, Deliver Results, Be Positive and Bring it, and Be a Great Teammate. We are a third-party administrator who manages employee benefits for our self-funded clients.
Tasks:
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Understand and Integrate Key Elements: Interpret stop-loss provisions, network, Pharmacy Benefit Manager, financial data, and plan design to support sales strategy.
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Request for Proposal (RFP) Coordination: Manage the entire RFP process, including reviewing materials, obtaining competitive information, selecting partner markets, and organizing submissions.
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Proposal and Renewal Management: Prepare accurate proposals, summaries, and documentation for new sales and renewals, including ASO and ancillary services.
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Bid Review and Feedback: Analyze and compare bids for accuracy, competitiveness, and alignment with sales strategies; provide feedback to carriers.
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Client and Carrier Collaboration: Maintain strong relationships with sales partners, brokers, and carriers, ensuring timely and effective communication, feedback, and negotiation.
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Operational Efficiency: Utilize Salesforce for data tracking, task assignment, and report generation while ensuring accurate rate sheets for invoicing and internal use.
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Marketing Support: Contribute to marketing efforts, update proposal materials, propose and execute creative ideas to support sales strategy.
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Post-Sale and Ongoing Support: Oversee stop-loss binding, disclosures, document accuracy, and renewal processes, ensuring smooth implementation and superior client outcomes.
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Other duties as assigned.
Our Ideal Candidate:
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Critical Thinker
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Problem Solver
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Self-Starter
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Excellent Communicator
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Learner