Sales Delivery & Optimization Specialist

Responsibilities

• Serve as a subject matter expert for front-office renewal, new business, and administrative processes, taking responsibility for end-to-end execution and outcomes associated activities; ensure accuracy, timeliness, and client satisfaction.
• Partner with Sales Teams, clients, and broker/consultant partners on renewal and administrative change requests and new business implementations; consult on strategy and timeline; track decisions and set expectations internally and externally.
• Manage requests for client benefit plan options; analyze and identify applicable options from Product Portfolios.
• Build customized plan designs for non-standard product requests; complete complex exceptions when applicable.
• Submit pricing requests to Underwriting; track and manage through to proposal generation for new business and renewals.
• Maintain expansive knowledge of product offerings, underwriting guidelines, systems, and complex processes and procedures.
• Execute all front-end steps and processes associated with existing-client changes (renewal and maintenance) and new business installations, including finalizing sold products and pricing, submitting intake forms, producing document outputs, and updating system records.
• Maintain organized and accurate records related to benefit plan, account structure and administrative client changes.
• Track and manage progress of client changes and new business submissions; ensure timely installation and communicate expectations to Sales and external partners.
• Oversee submissions through completion, engaging stakeholders and escalating issues proactively to maintain timelines.
• Resolve questions and issues promptly to support smooth execution and client satisfaction.
• As needed, review and approve client-facing items (i.e. ID cards, invoices); ensure change or new business details reflect accurately.
• Manage document production requests (Benefit Highlights, SBCs, Booklets/Contracts) with minimal supervision.
• Review renewal, administrative change, and new business transactions to identify data errors or processing issues, and escalate findings in accordance with established procedures.
• Use approved tools, systems, and templates to complete front‑end processing tasks in accordance with documented procedures, timeliness requirements, and accuracy guidelines.
• Recommend and implement process improvements to enhance efficiency and accuracy.

Qualifications

• Bachelor’s Degree in Business, Healthcare Administration, or related field, or equivalent professional experience.
• 3–5 years of progressive experience in health insurance operations, client setup, renewals, new business implementation or similar roles.
• Demonstrated ability to take ownership and make informed decisions in complex operational scenarios.
• Strong understanding of plan configuration, enrollment processes, and billing workflows.
• Excellent organizational, communication, and follow-up skills with the ability to manage multiple priorities in a fast-paced environment.
• Proficiency in MS Office Suite; experience with pricing tools, product administration systems, and enrollment platforms preferred.
• Detail-oriented with proven quality assurance and problem-solving capabilities.