Let’s change healthcare together!
At Optimyl Benefits, we provide accessible, high-quality, and easy-to-use healthcare plans for small employers. We partner closely with the broker community to help employers offer competitive benefits without unnecessary complexity.
The sales assistant position will support the sales team in servicing independent brokers marketing the Company’s products, reporting to the Director of Sales Operations. The role will facilitate critical processes throughout the entire new business flow on behalf of the Regional Sales Directors and Regional VPs.
Note - this is an in-office position.
Responsibilities- Deliver white-glove support to broker partners through the quoting and underwriting process
- Master Company’s product portfolio to best represent the Company in the marketplace and service the office
- Provide feedback on the Company’s processes to make the office more efficient
- Data entry of quoting and underwriting information
- Efficiently deliver requested quotes accurately and by agreed-upon deadlines
- Perform in-depth paperwork reviews to ensure documentation for prospective clients and work with RSDs, brokers, and customers to obtain necessary information.
- Support a defined set of RSDs in a team environment
- Work with other departments within the organization to advance the Company
- Other duties as assigned
- Proficient in Word, Excel, and PowerPoint
- Self-motivated – ability to work successfully without ongoing supervision
- Strong time management and organizational skills
- Above-average attention to detail
- Strong customer service skills
- Strong communication and organizational skills
- High School Graduate or GED
- Fluent in English
- Exposure to health insurance is a plus
Why Work at Optimyl?
At Optimyl Benefits, we’re focused on simplifying healthcare for small employers and building a workplace where people can do meaningful work and continue to grow.
Benefits include:
Competitive compensation
Comprehensive health coverage (medical, dental, vision)
Employer-paid life insurance and disability coverage
401(k) retirement plan with employer match
Generous paid time off and company holidays
We support growth through hands-on learning, exposure to new challenges, and opportunities to expand responsibilities as the company evolves.
Optimyl Benefits is an equal opportunity employer. We are committed to creating a diverse and inclusive work environment, and we welcome and encourage applicants from all backgrounds, regardless of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
Top Skills
What We Do
Optimyl Benefits is changing the way small businesses experience their health insurance by using bold ideas, data-driven technology, and a laser focus on customer service.
