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Submission Analyst
hace 3 semanas
Base Pay Range Work Model: Hybrid after 3 months (3 days onsite, 2 days remote) Schedule: Monday to Friday, 8~00 AM – 5~00 PM EST Education: Bachelor's degree in Business or related field, or equivalent experience About the Role We are looking for a detail-oriented and analytical Submission Analyst to support Sales Managers and Broker Partners through underwriting, proposal, and contracting processes. This role requires accuracy in data management, documentation, and producing high-quality work in a fast-paced environment. Key Responsibilities Review, clean, and validate census data and reconcile with benefits invoices Collect required documentation from Broker Partners and submit complete packages to Underwriting and Finance Enter finalized census, pricing, and prospect details into Salesforce and internal systems Maintain document accuracy, version control, formatting standards, and track submissions Prepare and update proposal workbooks with accurate healthcare pricing and benefits information Enter Workers’ Compensation codes and salary data into Salesforce for pricing Support Sales Managers by organizing and maintaining prospect data Assist in creating, formatting, and delivering proposal materials Prepare final contract documents for client signatures using DocuSign Ensure all client documents are accurate and complete Draft welcome letters and assemble onboarding materials Distribute signed agreements and key documents internally Attributes Strong attention to detail and accuracy Highly organized with ability to manage multiple priorities and meet deadlines Analytical mindset and strong problem‑solving skills Clear and effective verbal and written communication Team-oriented, adaptable, and proactive Skills & Qualifications Bachelor’s degree in Business, Marketing, or related field (or equivalent experience) - At least 2 years of experience in administrative positions or related fields Advanced Microsoft Excel skills (formulas, formatting, validation) Preferred experience with Salesforce Knowledge of healthcare plans, benefits invoices, and underwriting processes preferred Experience in sales support, coordination, operations, or benefits/insurance administration (PEO or insurance industry experience is a plus) Strong administrative experience and excellent English proficiency Employment Details Seniority level: Not Applicable Employment type: Full-time Job function: Administrative Industries: Business Consulting and Services We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. #J-18808-Ljbffr
