Sales Installation Specialist

Point32Health - Canton, MA

The Small Group Quote and Installation Specialist reports to the Manager of Quote and Installation in Commercial Business. The role is responsible for broker service related to quoting and renewals, installation of new groups, processing renewals for all small groups. Includes a rotation in the call center servicing brokers.


Job Description

DUTIES/RESPONSIBILITIES – what you will be doing:

  • Provide high-quality service to brokers through a rotating schedule to assist brokers with quoting on self service tools, answer questions about products and plans, and provide overall customer service related to quoting and renewals. Support is also provided through other channels, such as email.
  • Daily monitoring open new business and renewal quotes, including follow-up with brokers as needed to assist with continuing the quote/renewal process.
  • Complete new business installs including the collection of required documentation from broker and employer, adding new plans, entering account information into CRM, creating group structure, and completing system requirements for downstream processes such as billing, enrollment, etc. Complete renewal process for existing customers on annual basis, updating account information (contacts, addresses, plans, etc), adding new plans, etc.
  • Maintain current working knowledge of underwriting guidelines and multiple state regulations regarding small group business regulations.
  • Update systems/trackers with current account status during the installation/renewal process.
  • Other duties and projects as assigned.



QUALIFICATIONS – what you need to perform the job:


  • High school diploma required, bachelor’s degree preferred
  • 3-5 years in an office/business environment

EXPERIENCE (minimum years required):

  • Customer service experience preferred


  • Basic computer skills required, specifically Microsoft Office (Excel, Word)
  • Strong interpersonal skills, ability to clearly communicate verbally and in writing
  • Attention to detail
  • Ability to manage multiple account implementations simultaneously

WORKING CONDITIONS AND ADDITIONAL REQUIREMENTS (include special requirements, e.g., lifting, travel):

  • Must be able to work under normal office conditions and work from home as required.
  • Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for extended durations.
  • May be required to work additional hours beyond standard work schedule.

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time.


What we build together changes our customer's health for the better. We are looking for talented and innovative people to join our team. Come join us!

Please note: As of January 18, 2022, all employees — including remote employees — must be fully vaccinated. This position will require the successful candidate to show proof of full vaccination against COVID-19. Point32Health is an equal opportunity employer, and will consider reasonable accommodation to those individuals who are unable to be vaccinated consistent with federal, state, and local law.


About Us

Point32Health is a leading health and wellbeing organization, delivering an ever-better health care experience to everyone in our communities. Building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier.

At Point32Health, we’re working to reshape the world of health care by pushing past the status quo and delivering even more to the diverse communities we serve: more innovation, more access, more support, and healthier lives. And we want people like you on our side to make it even better.

This job has been posted by TalentBoost on behalf of Point32Health. TalentBoost is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of TalentBoost not to discriminate based on race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law.

Req ID: R4246

Posted On: Tuesday, June 21, 2022

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