Internal Sales Assistant

Integrity•Hartford, CT

7d•Onsite

About The Position

The purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and/or Annuity business for clients. The candidate will have a desire to excel and contribute to the growth and success of the organization. In this role, the candidate will be responsible for building and maintaining strong relationships with agents and brokers who market our products and services. This is a support-driven position where you will work closely with the MERIT Sales and New Business team, handling a variety of tasks essential to the smooth operation of our business. To be successful in this role, you would have gained knowledge of products through prior experience of Life, Disability, Long-Term Care insurance, and/or Annuity, or you were in an administrative or operations role supporting advisors in Life, Disability, Long-Term Care, and/or Annuity.

Requirements

Be proficient in aspects of underwriting and what's required, i.e., reviewing application paperwork, interpreting underwriting requirements, informing agents/brokers on carrier application processes
Can identify, define and explain the various steps in a variety of carrier application processes - traditional or accelerated underwriting, eApplications, Paper Applications
Update, respond to, and initiate activities with sales CRM system to ensure case and client data is current
Navigate inbound calls and respond promptly to emails and other messages
Answer inquiries from agents/brokers to assist with questions on insurance products and how to submit through Merit's application platforms
Can effectively navigate within various databases and manage competing priorities
Ability to work independently and manage multiple tasks and also within a team
Strong organization skills, customer service oriented, high attention to detail in a dynamic environment

Responsibilities

Support Brokerage Sales Representatives with various tasks, such as illustration requests, sending brochures and application packets to agents/brokers, logging prospective opportunities into CRM system
Answer agent/broker questions related to product features, underwriting niches, and application processes
Fulfill literature requests and generate illustrations and quotes for agents and brokers; must have the ability to learn multiple software platforms
Educate agents/brokers on the impact of underwriting requirements including but not limited to medical impairments, financials, foreign guidelines, and contractual requirements
Stay current on insurance carriers' underwriting, product, compliance, and submission requirements; Gain understanding and implement into daily process
Determine impairments and/or risks based on medical, physical, occupational, financial, and/or insurable interest and work with financial advisors to determine appropriate product and illustration specifications