Pricing Consultant

We are looking for a Pricing Consultant to help us keep up with our accelerating growth in our Employee Benefits and related business units. This team player will be a key role in ensuring the success of our new business and renewal activities. Attention to detail and superb organizational skills are two key success factors. This additional position will enable our continued growth and ensure we continue to provide fast turn-around-times. The role includes analyzing data, reviewing, and preparing quote documents, and collaborating with multiple departments. The ideal candidate will have superior organizational skills with sharp attention to detail. Prefer some experience in managing quoting, pricing, and health benefits, but other experience may be a substitute especially in a high volume, fast paced RFP or quoting environment.Duties & Responsibilities: • Responsible for the timely delivery of accurate proposals to our Sales and Account Management Teams.• Timely follow-up with Sales and Account Management teams for information and datarequests with specific attention to detail.• Creates our company response to formal RFPs from our broker partners.• Communicates with vendor partners to secure the best price for our clients andprospects.• Analyzes quotes for appropriateness and works with vendors to flesh out details when the first response is inadequate. Not quite negotiating with vendors, but a stickler for detail.• Primary contacts are internal resources, especially during the first several months. Over time may have limited vendor and client contact as necessary to ensure accuracy and timeliness.• Creates client-ready proposals for both new business and renewals.• Reviews work completed by our external teams for accuracy and completeness.• Works closely with Sales and/or Account Executive to provide a proposal that bestrepresents the Producer's strategy with that account.• Participates in internal kick-off meetings for each sold account while preparing theSold Case Sheet for Finance.• May prepare reports as requested by Account Executive or Sales Team.• Maintains the day-to-day process in Salesforce for each opportunity while ensuringthat all tasks are completed on or before scheduled deadlines.Qualifications & Skills:• At least 2 years' experience with employee benefits either with an insurance carrier orbroker/consultant.• A basic working knowledge of self-funded group health plans including stop-loss.• Strong problem-solving skills involving multiple variables in standard situations.• Strong detail orientation with a demonstrated ability to meet deadlines with error free work.• Ability to prioritize and handle multiple tasks in a time sensitive, fast-paced environment.• A conscientious team player who can also work independently when required.• Intermediate knowledge of MS Office products (Word, Excel, PowerPoint, Outlook,Teams), a basic knowledge of Adobe Acrobat, and a willingness to learn newtechnology.• A desire to grow beyond the position itself by showing initiative to learn somethingnew and grow as we grow.• Prefer local to Paoli, PA, but hybrid may be considered for candidates with significant previous experience. Business needs will drive the amount of flexibility.• Bachelor's degree preferred.• Current Health & Life license or ability to earn one within 90 days of hire.

Created: 2024-11-11