Coordinator, Sales Support and Operations

Ameritas • Cincinnati, OH

3d • Hybrid

About The Position

This position is responsible for providing effective support services to the organization's sales force by using knowledge of company products and programs to achieve sales objectives and drive revenue under limited supervision. The incumbent maintains positive relationships with internal and external contacts to achieve customer retention by responding to inquiries or resolving issues. This is a hybrid role working partially in-office (Cincinnati, OH) and partially from home.

Requirements

• High School Diploma or GED required.
• Less than 2 years of related experience required.
• Ability to perform detail-oriented work with high attention to detail required.

Nice To Haves

• Insurance industry experience is desired.
• Disability insurance exposure is desired.

Responsibilities

• Work with insurance brokers to strategize and illustrate disability income case plan designs based on individual client need.
• Successfully process applications through the underwriting and issuance process while ensuring they meet internal, underwriting, and appropriate regulatory rules and guidelines.
• Produce quotes for brokers as needed.
• Communicate by phone or written correspondence with potential/current customers or field partners to answer questions, process transactions, and deliver service solutions.
• Respond (timely and accurately) to inquiries and assist with preparation of reports or other sales materials to support the sales teams.
• Monitor progress during the entire lifecycle of a case.
• Follow processes to maintain data and document procedural or system related problems as they arise.
• Maintain a basic understanding of various insurance products and their features and limitations.

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED