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Sales Installation Specialist



Sales & Business Development
Massachusetts, USA · Remote
Posted on Thursday, August 24, 2023

Who We Are

Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, where we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier.

We enjoy the important work we do every day in service to our members, partners, colleagues and communities. To learn more about who we are at Point32Health, click here.

Job Summary

The Small Group Installation Specialist reports to the Implementation & Quoting Supervisor in Commercial Business. The role is responsible for broker service related to quoting and renewals, installation of new groups, processing renewals for all small groups.

Key Responsibilities/Duties – what you will be doing

DUTIES/RESPONSIBILITIES – what you will be doing (top five):

  • Provide high quality service to assist brokers with quoting on self service tools, answer questions about products and plans, and provide overall customer service related to quoting and renewals through multiple channels, such as phone, email, cases submitted through web site.
  • Daily monitoring open new business and renewal quotes, including follow up with brokers as needed to assist with continuing the quote/renewal process.
  • Complete new business installs including the collection of required documentation from broker and employer, adding new plans, entering account information into CRM, creating group structure, and completing system requirements for downstream processes such as billing, enrollment, etc. Complete renewal process for existing customers on annual basis, updating account information (contacts, addresses, plans, etc), adding new plans, etc.
  • Maintain current working knowledge of underwriting guidelines and multiple state regulations regarding small group business regulations.
  • Update systems/trackers with current account status during the installation/renewal process.
  • Other duties and projects as assigned.

Qualifications – what you need to perform the job


  • High school diploma required, bachelor’s degree preferred
  • 1-3 years in office/business environment

EXPERIENCE (minimum years required):

  • Customer service experience preferred


  • Basic computer skills required, specifically Microsoft Office (Excel, Word)
  • Strong interpersonal skills, ability to clearly communicate verbally and in writing
  • Attention to detail
  • Ability to manage multiple account implementations simultaneously

WORKING CONDITIONS AND ADDITIONAL REQUIREMENTS (include special requirements, e.g., lifting, travel):

  • Must be able to work under normal office conditions and work from home as required.
  • Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for extended durations.
  • May be required to work additional hours beyond standard work schedule.



Commitment to Diversity, Equity, Inclusion, Accessibility (DEIA) and Health Equity

​Point32Health is committed to making diversity, equity, inclusion, accessibility and health equity part of everything we do—from product design to the workforce driving that innovation. Our Diversity, Equity, Inclusion, Accessibility (DEIA) and Health Equity team's strategy is deeply connected to our core values and will evolve as the changing nature of work shifts. Programming, events, and an inclusion infrastructure play a role in how we spread cultural awareness, train people leaders on engaging with their teams and provide parameters on how to recruit and retain talented and dynamic talent. We welcome all applicants and qualified individuals, who will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.