• Collaborate with the sales team to prepare presentations, proposals, and RFP/bid packages. • Collect, enter, and maintain accurate sales tracking information within the Company’s CRM system (Salesforce), for accounts, contacts, opportunities, quotes, proposals and contract agreements. • Prepare contracts and service agreements with a high degree of accuracy, ensuring the correct configuration of terms, pricing, and client information. • Use DocuSign to create, send, and manage custom agreements, including advanced tagging, routing, and workflow sequencing. • Track all contracts throughout the full lifecycle and ensure timely distribution of fully executed versions to all relevant stakeholders, both internal and external. • Support meeting scheduling, agendas, and material preparation as needed. • Ensure seamless handoff to the onboarding team and close all opportunities in Salesforce. • Prepare weekly, monthly, quarterly, and annual pipeline reporting for leadership. • Track and organize service agreement addendum requests. • Prepare addendums for internal review and ensure accuracy of contract terms. • Facilitate DocuSign routing and manage signature workflows from start to finish. • Track addendum execution status in Salesforce CRM, and ensure timely delivery to stakeholders. • Maintain consistent and accurate documentation across Salesforce, shared drives, and contract repositories. • Provide periodic reporting and transparency into pipeline movement and documentation completion. • Support revenue-growth initiatives with efficient follow-through and documentation management.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description LTCI Partners is looking for a part-time, detail-oriented individual to assist in supporting our sales efforts. Responsible for working with advisors and clients directly over the phone for LTC Insurance & Hybrid Life + LTC Insurance product fulfillment. This remote associate will conduct these duties via telephone, Microsoft Teams WebEx, GoToMeeting or other technology platforms. - Responsible for making sure all information is gathered accurately and efficiently - Ability to support our Direct Sales Team for sales efforts such as sorting sales inbox, checking on license and CE, and quoting assistance - Point-of-sale calls/meetings (direct to consumer, Insurance specialists and their clients) - Act as “subject matter expert” for all-things LTC Insurance for our clients - Conduct meetings, and phone calls with advisors or working with clients individually - Data entry to assist New Business Processing team with incoming applications if applicable - Occasional potential for marketing opportunity to send drip emails / announcements out to our clients Qualifications - 2+ years sales experience wholesaling in the Life, LTC or Hybrid Life + LTC Insurance industry (internal, external or combination) a plus - Prior point-of-sale experience - Proven ability to build strong relationships - Excellent presentation skills, both in creation and delivery - Expected to maintain a thorough knowledge of existing, new and enhanced products - Ability to work independently and anticipate client and team needs - Effective time management and decision-making skills - Diligent follow-up skills - Ability to communicate clearly in both written and oral communications Requirements - High school diploma or equivalent - Must hold a valid Insurance license in state of residence Benefits Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The hourly range for this position is $20 to $25. The hourly salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Company Description NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: NFP.com .

• Reviews rejected pharmacy claims for appropriateness. • Becomes a pharmacy claim processing subject matter expert and triages claims issues. • Assist with resolution of rejected pharmacy claims via provider and/or pharmacy outreach. • Compiles, interprets, documents, and tracks findings from pharmacy claims monitoring data. • Becomes subject expert with Medicare Part D policies and procedures. • Reviews Part D transition claims reports. • Interacts with the pharmacy benefits manager, pharmacies, prescribers, and members to ensure appropriate and timely member access to prescription drugs. • Supports medical pharmacy prior authorizations (Part B). • Supports Medicare Part D Customer Service call center questions and issues received from members, pharmacies, and providers. • Supports compliance functions and requests, including support of the pharmacy department during CMS (Centers for Medicare and Medicare Services) audits when applicable. • Supports quality programs including STARS. • Conducts retrospective claims reviews.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Sales Customer Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities. - Client Engagement: Nurture connections with pre-qualified clients virtually. - Needs Assessment: Understand clients' situations and aspirations. - Solution Presentation: Clearly present tailored financial strategies via Zoom/phone. - Seamless Journey: Guide clients from inquiry to plan implementation. - Efficient Workflow: Utilize CRM for managing interactions. Qualifications - Exceptional Virtual Communicators: Build rapport and convey complex info remotely. - Proactive Problem-Solvers: Results-driven and committed to client solutions. - Client Advocates: Passionate about positive financial impact. Requirements - Important Note: This is an independent contractor (1099) position. - Compensation is solely commission-based. Benefits - Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions. - Full-time opportunity offering consistent hours, stable income potential, and long-term career growth within a supportive remote environment. - Pre-Qualified Leads: Focus on building rapport; no cold calling! - Robust Growth & Support: Access training, tools, and mentorship. - Collaborative Community: Join a supportive network of peers. - Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option).