Adobe Acrobat, Analysis Skills, Brokerage, Communication Skills, Consulting, Cost Control, Data Analysis, Data Cleaning, Data Collection, Detail Oriented, Employee Benefits, Health Plan, Healthcare, Insurance, Microsoft Office, Organizational Skills, Pricing, Proposal Writing, Salesforce.com, Telemedicine, Time Management, Underwriting
About Crumdale Specialty
Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a limited distribution network of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. At Crumdale, people come first. Our culture is rooted in alignment, innovation, accountability, and integrity.
About the Role
Crumdale Specialty is seeking an Associate Pricing Consultant to support our high-volume quoting pipeline. The Pricing Coordinator will work closely with Pricing Consultants, Market Coordinators, Underwriting, RSDs and external partners to ensure quotes are complete, compliant, and delivered on time. Duties and responsibilities
Requirements
- Assist with quote submissions, including data gathering and scrubbing and creating the RFP to initiate proposal request.
- Specialize in set up and execution of pricing requests for groups enrolled.
- Create client ready proposals for new business, & groups, using established pricing templates and guidelines.
- Assist Pricing Consultants where and when needed.
- Maintain accurate opportunity tracking in Salesforce.
- Work alongside Pricing Consultant guidance for escalations.
- Communicate clearly to keep quotes moving.
- Assist with reporting and analysis related to quoting.
Qualifications & Skills
- 1–3 years of experience in employee benefits or pricing support.
- Bachelor’s degree preferred.
- Basic knowledge of self-funded group health plans and stop-loss.
- Strong attention to detail and deadline discipline.
- Ability to manage multiple quotes simultaneously.
- Intermediate Excel, Adobe Acrobat and MS Office skills, and a willingness to learn new technology.
- Salesforce experience preferred.
- Strong Communication skills.
Benefits
Benefits
At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees. Our benefits include:
- Medical
- Telemedicine
- Dental
- Vision
- Life, AD&D, Disability
- 401(k)
- Flexible Time-off
Please note: Crumdale Specialty is not engaging with external recruitment agencies; please refrain from contacting us regarding this position.