Partners with team members, brokers, and customers to coordinate successful submission and implementation of new cases.
Collaborates with field leadership and client management teams to achieve growth and renewal objectives.
Provides underwriting support by assisting with the
Preparation and delivery of new and/or renewal case files-analyzes inputs/outputs for reasonability.
Uses rating/financial tools, reference materials, and source systems for premium, membership, and claim
Coordinates necessary open-enrollment materials upon
Notification of sale.
Supports broker telephone queue.
Replies to new business related inquiries, and redirects to other business teams, as appropriate.
Processes enrollment of new cases and serves as a point of contact for the customer, broker, and/or general agent during the installation process.
Collects necessary information for a successful
Implementation and communication of key milestones.
Verifies contracts to ensure established underwriting guidelines are met.
Collaborates and coordinates with customer and team members to manage the integration of client’s and aetna’s internal organizations, ensuring a smooth installation.
Tracks the sales pipeline process and results in appropriate database.
Handles multiple tasks and effectively prioritizes work.
Strong attention to detail.
Ability to communicate effectively with all levels of management
Demonstrated analytical skills and organization, with superior critical thinking and decision-making skills
Cvs health requires its colleagues to be fully vaccinated against covid-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, or religious belief that prevents them from being vaccinated.
If you are vaccinated, you are required to have received at least one covid-19 shot prior to your first day of employment and to provide proof of your vaccination status within the first 10 days of your employmentFor the two covid-19 shot regimen, you will be required to provide proof of your second covid-19 shot within the first 45 days of your employmentIn some states and roles, you may be required to provide proof of full vaccination before you can begin to actively workFailure to provide timely proof of your covid-19 vaccination status will result in the termination of your employment with cvs health.
If you are unable to be fully vaccinated due to disability, medical condition, or religious belief, you will be required to apply for a reasonable accommodation within the first 10 days of your employment in order to remain employed with cvs healthAs a part of this process, you will be required to provide information or documentation about the reason you cannot be vaccinatedIn some states and roles, you may be required to have an approved reasonable accommodation before you can begin to actively workIf your request for an accommodation is not approved, then your employment may be terminated.
Experience in rating and/or accounting and underwriting concepts preferred.
Basic product knowledge of benefit plans.
2-3 years previous sales support and/or underwriting experience.
High school diploma or g.e.d.
At aetna, a cvs health company, we are joined in a common purpose: helping people on their path to better healthWe are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focusedWorking together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.
We are committed to maintaining a diverse and inclusive workplaceCvs health is an equal opportunity and affirmative action employerWe do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran statusWe proudly support and encourage people with military experience (active, veterans, reservists and national guard) as well as military spouses to apply for cvs health job opportunities.