Employee Benefits Sales Support Consultant
About The Position
We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Employee Benefits is seeking a Sales Support Team member to partner with Regional Account Executives (RAEs) and manage the presale opportunity process. As a member of this team, in collaboration with peers and cross-functional partners, this person will be responsible for managing the presale opportunity process to ensure the successful execution of presale activities and the achievement of business objectives. This role requires a highly organized, responsive, and resourceful individual who can handle technology support and follow-up processes efficiently. The ideal candidate will have strong problem-solving skills, be comfortable interacting with brokers, and possess the ability to take initiative without taking feedback personally.
Requirements
- Responsiveness: Ability to respond promptly and effectively to requests and inquiries.
- Resourcefulness/Process/Problem Solving: Strong problem-solving skills and the ability to navigate processes efficiently.
- Desk Management/Organizational Skills: Knowing when to follow-up and how to program frequency into Salesforce (SF).
- Efficient Internal Process & Follow-Up: Ability to manage internal processes and follow-up tasks effectively.
- Proficiency in providing technology support.
- Willingness to Ask Brokers for Necessary Information: Comfortable interacting with brokers and requesting needed information.
- Resilience: Aptitude for managing difficult situations objectively.
- Initiative: Capability to take tasks and run with them independently.
- Tech Credit Support Experience: Experience in providing technical credit support.
- Follow-Up with Brokers: Comfortable following up with brokers for information.
- Resilient: Capable of accepting feedback and making improvements.
- Comfortable with External/Broker Interactions: Ability to work comfortably with external parties and brokers.
- Loading Proposal Platforms: Understanding and managing proposal platforms.
- Understanding Proposal Processes: Comprehensive understanding of proposal processes and requirements.
- College degree or equivalent work experience.
- Excellent attention to detail and time-management skills
- Proficient with widely utilized Microsoft applications such as Word, Excel, and PowerPoint.
- Excellent verbal and written communication skills.
- Highly organized, detail oriented, and able to manage multiple priorities at once.
- Critical thinking: Proactively identify and anticipate needs. Solves problems by gathering and using different sources of information.
- Takes Ownership – Takes immediate and independent action, suggests improvements, sets high standards and works hard to achieve them.
- Proactively shares feedback with leadership; champions continuous improvement and change management through identifying, planning, and implementing initiatives for the team or department
- Ability to manage multiple projects and due dates, prioritizing projects as necessary.
Nice To Haves
- Knowledge of employee benefit products/industry preferred; not required.
Responsibilities
- RFP Intake/Loading: Manage the RFP intake process including scrubbing, loading and early DTQ
- Identify and request missing information from brokers, ensuring all necessary information is obtained for proposal responses
- Tech/Implementation Credit Support: Manage and request tech and implementation credits, when applicable
- Coordinate Calls: Coordinate internal calls, and assist with external call scheduling when appropriate
- Partner with Presale Analysts to ensure questionnaires/survey are complete accurately and timely
- Activity management in Systems: Manage opportunity in relevant systems such as PRISM, Fusion and Salesforce.com
- Proposal Review, Coordination & Delivery Preparation: Review proposals, include material collection, coordinate necessary actions, and prepare for delivery.
- Project manage key quote activities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
