The Employee Benefits Internal Specialist, Group Underwriting position supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned Employee Benefit Representatives (EBR)/ Small Business Sales Specialists (SBSS) within their team by generating timely and quality proposals, efficient discounting discussions and decisions with UW on the EBR/ SBSS behalf and sol[ "\t. Review and evaluate RFP for a... more details
The Employee Benefits Internal Specialist, Group Underwriting position supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned Employee Benefit Representatives (EBR)/Small Business Sales Specialists (SBSS) within their team by generating timely and quality proposals, efficient discounting discussions and decisions with UW on the EBR/SBSS behalf and sol
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Review and evaluate RFP for all Sun Life Group Insurance Products. Examine all documentation supplied with RFP to decide what proposal(s) and/ or potential variations to provide. Documentation may include prior carrier certificates, contracts, prior plan rates, census files, prior claims experience, sales rep preferences, broker special arrangements.
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Manipulate census data provided, to properly analyze the specific risk for each client.
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Configure system with all relevant data, plan design(s) and census data, and calculate manual rates.
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Perform rate analysis and rate adjustments within authority leveraging Manual Pricing Tool (MPT) and generate formal proposals with resulting rates.
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Support discounting discussions and approval with Sales Rep and UW when outside of authority limits.
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Process Sold Cases, including License and Appointment verification, marking cases sold in our administrative system, and setting up benefit enrollments utilizing our Case Manager system.
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Ordering of benchmarking reports (BPTs), Disruption reports and Netminders and order print materials through ePrint.
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Build strong relationship with EBRs through collaboration and communication on a daily basis.
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Assist and order gifts and giveaways through our fulfillment partners.
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Recognize and identify continuous improvements for the role and our team.
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Attend strategy calls for large-case (over 500 lives) groups.
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Conduct daily team huddles with learning opportunities
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