Quoting and Implementation Specialist | Employee Benefits
Careers at Myers and Stauffer Open · verified Sep 24, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Careers at Myers and Stauffer. Remote, United States.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build medical and ancillary coverage quotes for Producers and Account Managers
- Keep agency and carrier-platform records accurate while entering and updating client information
- Guide new accounts through carrier setup, BOR handling, and EPIC intake paperwork
- Produce enrollment resources and benefit guides for new and renewing accounts
- Handle service requests, administrative work, and process-improvement projects for the department
What you bring
- A high school diploma or GED is required, with a bachelor’s degree preferred
- Three to five years of related experience supporting comparable operational or client-service work
- Strong presentation ability plus clear written and verbal communication across internal and external contacts
- Comfort using applicable technology and following procedures, quality controls, and compliance requirements
Who this fits
You’ll suit a detail-focused professional who can balance competing priorities, support Producers and Account Managers, and work effectively with a team. Client and business needs may require travel.
From the employer
Provide operational and marketing support to Small Group Hub (SGH) Producers and Account Managers. This role requires strong attention to detail, excellent customer service skills, and the ability to manage multiple priorities in a fast-paced environment.
Essential Functions and Primary Duties
Prepare medical and ancillary insurance quotes for Producers and Account Managers.
Accurately enter and maintain data within agency systems and carrier platforms.
Facilitate new client onboarding, including carrier installations, Broker of Record (BOR) processing, and EPIC intake documentation.
Create enrollment materials and benefit booklets for new and renewing clients.
Support Account Managers with administrative and service-related tasks.
Respond to internal and external client requests in a timely and professional manner.
Follow established procedures, quality controls, and compliance requirements.
Assist with departmental projects, process improvements, and other duties as assigned.
Minimum Qualifications
- High School diploma or GED required; Bachelor's degree preferred
- 3 to 5 years of experience of related experience
- Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
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