Summary: As a Sales Support Specialist you are instrumental in supporting the diverse functions of our inside sales team and, in doing so, you rely on your keen sense of organization, account management and customer centric communication skills to perform a variety of pre and post sales related activities. Responsibilities include: being a dedicated and reliable support resource to your assigned producers, developing and maintaining relationships with our clients and insurance carrier contacts, preparing Excel, Word, and PowerPoint documents for client presentations, producing/researching data that supports the sales process, following up directly with clients and insurance carriers, and working with the account management team to ensure a smooth transition from sold case to active group. This role calls for an individual with a strong work ethic, an affinity for multi-tasking and a deep desire to support others in realizing their success. Our ideal candidate has a can-do attitude, is a team-player who also works well independently, has excellent communication skills, a good eye for detail and has outstanding organizational skills.
Duties and Responsibilities: - Provide support to producers on a variety of pre- and post-sale projects as well as keep them informed of account activity, outstanding issues, and requests from our clients
- Respond promptly to inquiries and work with producers to ensure all inquiries are dealt with in a timely and satisfactory manner; follow up on issues as needed to ensure that they are suitably resolved
- Build and maintain relationships with clients and insurance carrier representatives
- Deliver a superior experience to clients to contribute to account retention and growth
- Provide informal product trainings via email, phone and/or webinar upon request
- Create presentation materials for producer meetings with clients and prospects
Required Skills, Knowledge, and Experience: - Bachelor's degree
- 2+ years of experience in high-end client service (non-retail), sales support or other high-end/ fast paced administrative function. Previous experience supporting inside, or outside sales is a strong plus!
- Good understanding of employee benefits space.
- The ability to effectively set and manage multiple priorities as well as strong time-management skills.
- Excellent communication and interpersonal skills.
- Experience with MS Excel, Power Point, and Word.
- Exceptional customer service skills: good listener, excellent follow-up and follow through and willing to support and help others.
- Diligent, efficient, motivated, well organized and
- A positive can-do attitude.
Certificates, Licenses, Registration: - Life & Health Insurance License (preferred)
What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. 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 base salary range for this position is $85,000 to $125,000. The base 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.
