Presale Support Analyst

Presale Support Analyst

Reports To: Director of Sales Operations

Location: Allegiance office or off-site. Mountain or Central times preferred. Monday-Friday 8:00-5:00.

FLSA Status: Non-Exempt

Position Responsibilities: Responsible for the smooth workflow associated with the RFP and Sales processes from intake through implementation. Collaborate and coordinate with Allegiance Sales Representatives, Cigna Local Market Teams, Manager, and Proposal Specialists to ensure successful and complete responses to requests. Responsible for project management of individual Sales and Renewal cases.

The incumbent is expected to communicate professionally with peers, supervisors, subordinates, vendors, customers, and the public, and to be respectful and courteous in the conduct of this position.

Essential Job Functions: Essential job functions include the following. Other functions may be assigned as business conditions change.

• Project Manager for assigned RFPs
• Receive, track and acknowledge receipt of all incoming RFP's and documents
• Organize storage of related data, meeting notes, outsourcing requests, and follow-up needs
• Maintain RFP database of open and complete proposals
• Schedule and track tasks related to the RFP response process to meet RFP and internal deadlines
• Subject network analytics requests to assigned Cigna contact
• Submit Exception Review Requests on necessary cases
• Establish response deadlines for internal outsourcing
• Coordinate legal reviews with Allegiance and Cigna resources
• Coordinate with Proposal Specialist to complete responses to questionnaires
• Coordinate internal content outsourcing requests with Proposal Specialist
• Coordinate with underwriting contact to develop strategic financial proposals
• Organize necessary internal discussions to facilitate proposal completion
• Organize and participate with departmental contacts as needed for planning, follow ups, scheduling and document preparation
• Assist the departmental contacts with establishing response parameters for accuracy and consistency
• Verify that all responses meet the parameters specified in the proposal
• Incorporate all relevant information into proposal making sure the content is compliant
• Prepare final RFP for on-time submission
• Create and organize hardcopy submissions as necessary
• Collaborate with Sales Representatives, Manager, Local Markets on follow-up items and respond within set deadlines
• Coordinate with Sales Representatives, Manager, Local Markets on presentation materials
• Track and update your manager on RFP's through the process
• Track open cases throughout their lifecycle, updating internal departments on sales, losses, delays, etc.
• Support transition of sold cases from the Sales process to the Implementation process, attending meetings and tracking items related to confirmation of sold products
• Submit sold case information to internal contacts, tracking sold rates, performance guarantees, etc.
• Analyze results periodically and inform manager of trends to improve outcomes based on organizational goals and priorities
• Coordinate back up resources when there are conflicting deadlines, workload or priorities that require additional support and communicate that to manager
• Maintain all electronic and/or hard copies of RFP files based on the companies retention policies
• Contribute to the daily workflow with regular and punctual attendance
• Establish and develop a "template" for standard responses and periodically update responses based on new organizational goals or priorities

Non-Essential Job Functions: Performs related or other assigned duties as required or directed.

Supervision Exercised: None

Physical Working Conditions: Physical requirements are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sitting 70%

Reaching Some

Standing 15%

Manual Dexterity High

Walking 15%

Telephone Yes

Kneeling Some

Computer Screen High (visual acuity corrected to 20/30)

Bending Some

Lifting up to 20 lbs.

Job Specifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Education: High school diploma or GED equivalent plus two years of college or graduation from a technical school with a concentration on Communication, English or Writing preferred.

Certification(s) Required: None

Minimum Experience: Two years experience preparing proposals, agreements or other documents in a highly organized administrative environment in a complex environment with a focus on project management. Two years experience in the health care or health insurance industry preferred.

Other Qualifications:

• Excellent analytical and organizational skills
• Excellent project and time management skills
• Strong oral and written communication skills required
• Strong proofreading and editing skills
• Strong PC skills, including Windows, Word, Excel, Access and Adobe Acrobat
• Must be able to adapt to software changes as they occur
• Must be self motivated, proactive and resourceful with the ability to exercise sound judgment
• Must be able to actively listen and contribute to workflow
• High level of interpersonal skills to collaborate and work effectively with others
• Ability to compose and review documents for quality, voice, spelling and grammar
• Ability to handle multiple projects in time sensitive environments
• Ability to organize and recall large amounts of detailed information
• Ability to project a professional image and positive attitude in any work environment
• Ability to comply with privacy and confidentiality standards
• Ability to be flexible, work under pressure and meet deadlines
• Ability to analyze and solve problems with professionalism and patience
• Ability to operate typical office equipment

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel as classified.

Allegiance Benefit Plan Management, INC is an Equal Opportunity Employer. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.

If you require reasonable accommodation in completing the online application process, please email recruiting@askallegiance.com for support.