Pre-Sale Support Specialist I -No. California

Job Description

Job Description

Warner Pacific Pre-Sales Support Specialist I- Bilingual Spanish and EnglishNorthern California

The bi-lingual Pre-Sale Support Specialist (hybrid) is accountable for supporting the Sales Consultants in achieving business targets. Partner with the Sales Consultant throughout the sales cycle. Review new business opportunities, facilitate various sales processes, and assist in pre-sales support. Provide high quality customer experience to internal colleagues, brokers, and carrier partners. This position is also responsible for holding enrollment meetings on behalf of the company and our brokers. The bi-lingual Pre-Sale Support Specialist will be required to facilitate in-person, virtual and recorded open enrollment meetings.

This job requires a working knowledge of Medical, Ancillary, plans for Small Group, Large Group and Alternative Funding, TPA Services, as well as knowledge of market factors and plan / coverage options in developing the best possible recommendations for Warner Pacific Sales Consultants. The job further requires a working knowledge of health care legislation and the offering guidelines for each carrier.

Completes routine tasks that is prescribed with a close degree of supervision and well-defined, specific instructions.

Overview of Responsibilities

Successfully complete the required basic training. Able to perform all job functions with assistance from co-workers, specialists, and managers, including but not limited to the following :

• Collaborate with Sales Consultants to evaluate requests under direct supervision and support.
• Review and send quotes to the Sales Consultant for further review.
• Learn the sales cycle opportunities and running quote reports.
• Receive customer information and research / contact appropriate parties to obtain prompt and thorough resolution to problems / issues with direction.
• Attain an understanding of market factors, carriers, plans, benefits, and legislation in the California group insurance landscape.
• Learn and observe how to work alongside other Warner Pacific core state support team members.
• Ability to research carriers, plans, rates, and networks.
• Ability to identify potential sales and sold groups and connect with both the broker and the Sales Consultant with oversight.
• Demonstrate ability to navigate and properly use the Company’s website and proprietary tools.
• Must be bilingual in English and Spanish in order to conduct bilingual enrollment meetings and presentations.
• Conduct timely arrival and planning of enrollment meetings in person, recorded and via zoom. Observations may be conducted to ensure level of execution.
• Exceptional presentation skills.
• Conduct all business activities with sales acumen and a goal of providing thorough and complete information to the Sales Consultant to provide recommendations.
• Conduct timely follow-up on issues in progress and close all loops of communication between internal staff and brokers.
• May coordinate employee meetings with the broker, Sales Consultant, and enrollment specialists. This may include assisting with intake forms for meeting requests and PowerPoint presentations, and ordering enrollment materials.
• Ability to self-start and think / act independently and in concert with co-workers, management, and brokers.
• Act in conjunction with the Sales Consultant with various Warner Pacific internal departments such as Customer Service, CA Fulfillment and Underwriting as needed.
• May need to follow up with the broker for timely submission of additional information.
• Qualify groups reviewing the scenario, group profile, demographics, etc., in order to write the group with direction.
• Regularly update and maintain all applicable records within Salesforce.
• Assist Sales Consultant and brokers / customers with pre / post-sales support with oversight.
• Develop relationships with brokers and their support staff.
• Participate in external and industry related events.
• Provide feedback on process improvements.
• Stay informed of carrier products and competitive landscape.
• Provide back up in other areas within the department as needed / requested.

Additional Skills and Requirements

Compensation