Internal Sales Specialist -Group Benefits (Atlanta)

Principal Financial Group • Vinings, GA

15h • $53,000 - $84,000

About The Position

As an Internal Sales Specialist in Group Benefits, you will play a vital role in the pricing and positioning of new business proposals. Responsibilities include analyzing bid specifications, collaborating with sales and account management teams on underwriting guidelines, proactive communication with brokers and internal partners, and managing data using a proprietary rating engine for accurate proposals. You will also educate partners on the company's offerings. This position may involve periodic visits to broker offices alongside sales representatives to build relationships.

Requirements

• Bachelor's degree or equivalent
• 2+ years of experience in group benefits required (for Internal Sales Specialist)
• Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses
• Must maintain licenses by meeting continuing education requirements
• Requires ability to understand and maintain knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
• Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
• Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior
• Must have excellent computer and keyboarding skills
• Must have excellent level Excel skills as well as Microsoft Office knowledge
• Must work well under pressure and be self-directed
• 4+ years of experience in group benefits required (for Sr Internal Sales Specialist)

Nice To Haves

• Experience quoting and pricing group benefits, preferred
• Salesforce experience a plus

Responsibilities

• Analyze bid specifications with precision and insight to ensure proposals meet client needs.
• Collaborate closely with sales and account management teams, providing expertise on underwriting guidelines.
• Be proactive in communications with brokers and internal partners, ensuring seamless information flow and follow-up.
• Use our proprietary rating engine, entering and handling crucial data for accurate proposals.
• Share knowledge with partners, helping them understand our offerings inside and out.
• Experience periodic visits to broker offices alongside sales representatives, building strong relationships face-to-face.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees