New Business Coordinator
Core
Supports Sales/Account Management in prospecting, acquiring, and retaining health insurance business by conducting research, managing enrollments, and preparing documentation.
Role type
New Business Coordinator (Sales Support)
Builds
Sales pipelines and customer enrollment processes for health insurance products
Domain
Health Insurance / Healthcare Services
Deliverable
product features
Required skills
Data gathering and database management, Enrollment coordination, Documentation preparation, Customer relationship development, State insurance licensing, Microsoft Office proficiency (Excel, Word, PowerPoint, Access)
Preferred skills
Experience in health care management, sales, or marketing
Responsibilities
Gather data and maintain databases, Participate in and prepare materials for enrollment sessions, Review forms for completeness, Respond to prospect inquiries regarding benefit options, Coordinate meetings and relay information to sales personnel
Seniority
Entry to Mid-level