NA Voluntary Sales Consultant

Sales Account Consultant - SA08BE

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

The Voluntary Sales Consultant (VSC) is a key member of the Employee Benefits Sales Enablement Team, supporting Voluntary Account Executives (VAEs) throughout the presale process. The VSC acts as the primary resource, coordinating major tasks for new business (5000+ lives), ensuring a seamless experience for brokers and internal partners. This highly collaborative and detail-oriented role is critical to driving new business growth and delivering best-in-class service.

Responsibilities

• Support Voluntary Account Executives in the RFP process for new National Account business (5000+ lives).
• Accountable for overseeing the timeline from RFP receipt to RFP delivery.
• Monitor RFP activity and prioritize opportunities for VAEs.
• Conduct high-level RFP reviews and coordinate with internal teams to route RFP information to appropriate cross-functional partners.
• Collaborate with VAEs, underwriters, and Sales Support Consultants to clarify questions and secure all required data for proposals.
• Partner with Presale to review content, when needed, and help to coordinate proposal or RFI submissions (when applicable)
• Partner with cross-functional teams to complete RFP requirements, including proposal review, questionnaires, and sample document collection.
• Work with Underwriting to ensure RFP templates and rate grids are completed upon broker request and collaborate on rerate requests.
• Assist with proposal review to ensure accuracy for RFP delivery.
• Deliver proposal responses and declinations as needed.
• Partner with VAEs to ensure newly sold business is accurate and updated for customer sign-off.
• Support VAEs when out of office to ensure opportunities continue to move through the process.
• Provide backup to other VSC teammates as needed.
• Partner with the local market team, including Regional Account Executives, Underwriting, Quote Specialists, Presale, and other internal Hartford partners.
• Troubleshoot proposal errors and help solution to resolve process gaps.
• Identify opportunities for process improvement and efficiency.
• May represent team/function in interdepartmental projects; new product and service rollouts, compliance/legal issues, best practice/procedure changes.

• 2+ years of experience in employee benefits, voluntary benefits, or sales support roles.
• Strong understanding of group insurance products, with a focus on supplemental health and voluntary benefits.
• Experience supporting sales teams and managing RFP processes for large group business desired (5000+ lives preferred).
• Excellent organizational skills and ability to manage multiple priorities and deadlines.
• Strong communication and relationship-building skills, with the ability to interact effectively with brokers, underwriters, and internal partners.
• High attention to detail and commitment to delivering accurate, timely work.
• Ability to work independently and as part of a collaborative team.
• Ability to adapt to the changing environment based on market demands or company / team changes to process or procedures
• Strong problem-solving and critical thinking skills.
• Good business acumen and professional demeanor.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Bachelor's degree or equivalent work experience preferred.
• Life, Accident & Health license will need to be obtained within X days of employment.