New Business Analyst; Hybrid - Troy, MI

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.

• 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.

• 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 Sales Force application.
• Creating and maintaining the above RFP information within Sales Force. The following are the main areas within Sales Force 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.

• Bachelor’s Degree or an additional two (2) years of healthcare experience may be considered in lieu of education requirement.
• Minimum of one (1) year of healthcare experience.
• Familiarity with health plan operations and federal and state regulations preferred.
• Familiarity with a broad range of health plan options (HMO, PPO, CDHP) preferred.
• Understanding of the sales process for commercial group sales preferred.
• Understanding of the underwriting process for commercial group sales is a plus.
• Proficiency operating personal computers and associated software programs including, but not limited to, Word, Excel, and Power Point.

• Must be a licensed Agent with the state of Michigan in Accident & Health insurance or acquire within 45 days of employment.

• Organization: HAP (Health Alliance Plan)
• Department: NEW BUSINESS SALES
• Henry Ford Health
  
  Location:
  
  HAP (Health Alliance Plan)
• Shift: Day Job
• Union Code:
  Not Applicable