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Quotes & Proposal Specialist

Company: Alera Group
Location: Vancouver
Posted on: January 7, 2022

Job Description:

CSNW, an Alera Group Company is seeking a Quotes and Proposal Specialist to join their Employee Benefits team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you're looking for, this is your chance to be part of an amazing organization!

CSNW Benefits, an Alera Group Company, is seeking an Entry Level Quotes and Proposal Specialist. The Quotes & Proposal Specialist works closely with Producers and Account Managers to obtain quotes from insurance carriers and vendor partners. A template spreadsheet is utilized to layout various quotes in a proposal format. Proposals are presented to existing clients as part of their annual renewal as well as to prospects. The purpose of the proposal is to clearly articulate options as we complete a market review of benefit plans. This position works with 400-500 client accounts and prospects throughout the calendar year. Fourth quarter is the busy season and overtime may be necessary occasionally during this time. This is currently an in-office position, with occasional work at home opportunities after the 90-day introductory period and training. This position is also responsible for front desk reception and administrative assistance to the account managers.

If that is what you're looking for, this is your chance to be part of an amazing organization! CSNW Benefits, is a well-established, Northwest benefits company based in Portland, Oregon. We help employers attract, retain, and reward employees through innovative, customizable, cost effective, healthcare and benefit packages. Through our responsive and empathic customer service, compliance tools, and HR resources, we support employees with access to physical, financial, mental, and social protections to safeguard wellbeing. For more information visit:

Our team of employees at CSNW Benefits is highly motivated, innovative, and passionate about providing an exceptional client experience. We look for individuals interested in growing with our firm and working in an exciting, fast-paced, and collaborative work environment.

Responsibilities Set up and maintain accurate and complete activities in client relationship management database (CRM), including documentation and management of action items and communications according to procedureAdd carrier contacts to CRM and update contact information as it changesQuickly and accurately transfer data to and from excel spreadsheets utilizing macros and other intermediate to advanced excel functionsRequest quotes and follow up to ensure they are received in a timely mannerAnswer questions regarding quote requests from carriers as you are able or forward to Producers/Account Managers for answersReceive and verify received quotes match what was requested, print, file, and track in CRMPrioritize and create proposals based on client renewal date and meeting datesGreet and transfer incoming calls, receive, and sort mail, and ensure basic office supplies are ordered and stockedPrepare presentation materials, reports, and other clerical tasks, as assignedLearn industry trends and interpret the effect of carrier/product modificationsMaintain the highest level of security and confidentiality regarding corporate and client-related information Qualifications High school diploma or equivalentProficiency with Microsoft Windows and Microsoft Office Suite and ability to self-direct learning when necessary (Excel proficiency required).Familiarity with quoting applications such as Wired Quote is a plusAbility to establish priorities, work independently and proceed with objectives with little or no supervisionStrong attention to detail and the ability to prioritize multiple projects while adhering to deadlinesEnjoys working in, and actively helps to support and cultivate, a collaborative team atmosphere Equal Opportunity Employment We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.


Keywords: Alera Group, Vancouver , Quotes & Proposal Specialist, Other , Vancouver, Washington

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