Lead Coordinator, Sales Support and Operations - Retirement Plans

Ameritas • Lincoln, NE

9h • Remote

About The Position

This position takes lead on support services to the Retirement Plans sales force
to achieve sales objectives and drive revenue.  Maintain positive relationships
with internal and external contacts to achieve customer retention. As a subject
matter expert regarding Retirement Plans products and programs, this role works
independently, utilizing comprehensive knowledge to solve complex service
issues, delegate tasks, or review products of other associates.

This position is remote (within the U.S.A.) and does not require regular
in-office presence.

Requirements

• 4 years of overall experience required.
• 2 years of experience with retirement plans required.
• High school diploma or GED required.
• Demonstrated ability to perform administrative tasks with a high level of accuracy and attention to detail required.

Responsibilities

• Lead service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information.
• Oversee processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams.
• Manage progress during the entire lifecycle of a case.
• Take lead on department projects or inquiries that are complex and deliver guidance and solutions.
• Identify and make recommendations to resolve procedural or system related problems.
• Train and review work products of new or entry level associates.
• Maintain a comprehensive understanding of various insurance products and their features and limitations.
• Work with TPA advisory council on monthly communications.
• Work on TPA campaigns.
• Act as sales liaison with TPA services.
• Maintain and produce monthly data reports for Broker Dealers.
• Maintain and produce annual RFI (Request for Information) and due diligence reports.
• Salesforce reporting.
• Assist with PEP proposal processes.

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: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees