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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail in managing proposal workflows and tracking controls, while effectively communicating with brokers and internal teams. Proficient in Microsoft Office, particularly Excel, and knowledgeable about the health plan and insurance market.
Highest-signal resume keywords
Microsoft Office ExcelProposal Management SystemsHealth Plan KnowledgeStrong Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Basic Excel SkillsData VerificationReport GenerationProposal Workflow TrackingAdministrative Support
Soft Skills
Strong Interpersonal SkillsCustomer-Service OrientationTeamworkAttention to DetailAccountability
Tools & Technologies
CRM SystemsTracking ControlsSpreadsheets
Industry Keywords
ANS RegulationsHealth Plan MarketSales OperationsPartner SupportCommercial Routines
About the role
Key responsibilities & impact- Assist brokers and internal teams by answering questions and following up on requests
- Log and track tickets, ensuring responses are provided within the required timeframe
- Review proposal information and documents, identifying any necessary adjustments
- Track the proposal workflow through implementation
- Update sales and pending-item trackers and spreadsheets
- Generate basic reports and support simple analyses
- Serve as a liaison between Sales, Implementation, and other departments
- Suggest improvements to processes and tracking controls
- Support brokers and internal teams, ensuring organization, efficiency, and quality throughout the proposal process
- Assist partners, validate documents, and update tracking controls
Requirements
What you’ll need- Completed high school education / completed higher education
- Previous experience in administrative or commercial routines, partner support, or sales operations
- Microsoft Office: basic to intermediate Excel skills (filters, tables, and simple formulas)
- Strong verbal and written communication skills, with the ability to record requests clearly and objectively
- Knowledge of ANS regulations
- Basic knowledge of the health plan/insurance market (waiting periods, coverage validity, documentation, eligibility, and plan types) at an operational level
- Experience with CRM and/or proposal management systems (pipeline, status, and customer service history tracking)
- Strong organizational skills and attention to detail for data verification and meeting deadlines
- Teamwork and cooperation with partner departments
- Strong interpersonal skills and a customer-service-oriented approach (empathy and objectivity)
- Commitment to working hours and agreed-upon responsibilities; strong sense of accountability
Benefits
Comp & perks- Transportation allowance
- Meal or food allowance
- Health insurance
- Dental insurance
- Life insurance
- Funeral assistance
- Profit-Sharing Program (PPR)
- Wellhub
- Zenklub
- Extended maternity and parental leave / adoption leave
- Long-service recognition
- Quali University
- Partnerships with educational institutions
- Remote work allowance
- Short Friday