WE
Wedgewood Weddings & EventsWedding Sales Coordinator
Catering Sales Manager driving sales and coordinating wedding events at Wedgewood Weddings. Planning, executing events and creating amazing experiences for clients.
About the role
- This role’s primary function is the first point of contact for processing Requests for proposals from external brokers.
- Working closely with internal Sales Executives the role is the overall pre-sale process for Employee Benefit insurance for new and existing business for 50-99 lives.
- Managing a group inbox to effectively receive and process requests for proposals for Life, Disability and Supplemental Health products for groups 50-99 lives.
- Monitor RFP Inbox.
- Scrub for completeness and route to appropriate team for rating.
- Highlight plans for rating.
- Interface with Broker/sales executives for questions/clarifications from initial data provided or additional data needed
- Capturing the "in good order" of the case when broker comes back Declinations prior to rating.
- Verify licensing & appointment of the Broker prior to submission.
- Maintain case correspondences per Document Management Guidelines.
- Customer/Broker.
- Support other Sales Support personnel when out.
- Attends and participates in all mandatory training, meetings, etc.
- As appropriate route incoming inquiries to appropriate internal partners.
- Project support as needed.
Requirements
- Strong knowledge of Group Insurance terms, provisions and administration.
- College degree preferred or equivalent experience with financial ratings preferred.
- Excellent verbal and written communication skills.
- Highly organized, detail oriented and able to manage multiple priorities at once;
- Attention to detail-error free work
- Ability to build rapport, and develop/maintain strong relationships with internal/external partners
- Critical thinking: Proactively identify and anticipate needs.
- Quick learner.
- Solves problems by gathering and using different sources of information.
Benefits
- short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
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