Job Responsibilities and Requirements
Performs a variety of underwriting and sales support duties which may include:
Developing and delivering timely and accurate new business financial quotes and related proposal documentation.
Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation.
Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.
Rating/Quoting Pre-Sale Support
Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting.
Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s .
Utilize Teams, Outlook, ...