Sales Communication Coordinator

Warner Pacific Insurance ServicesWestlake Village, CA
$19 - $26Remote

About The Position

The Sales Communication Coordinator is primarily responsible for evaluating Carrier and Vendor Sales Collateral while applying marketing and artistic technique to provide a variety of customized presentations for Sales Department. This job not only requires a strong working knowledge of medical, ancillary and TPA services, but also the ability to analyze client requests, carrier materials and design and create complete presentations for Warner Pacific Sales Consultants, brokers and clients.

Requirements

  • Minimum of a high school diploma, GED or equivalent.
  • Must have valid California life/health insurance license. Or be able to obtain California life/health insurance license within 60 days of hire.
  • Must be a California resident.
  • Attention to detail a must.
  • Computer literacy with proficiency in the Microsoft Office suite with emphasis on PowerPoint and PowerPointRecorder.
  • Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.

Nice To Haves

  • advanced education or degree preferred.
  • 3-5 years of health care/medical sales/service experience, preferred.
  • Preferred a Northern California resident.
  • Bilingual in English and Spanish preferred.
  • Demonstrate the ability to translate English to Spanish for document preparation preferred.

Responsibilities

  • Receive customer request and review for accuracy and completeness.
  • Demonstrate the ability to obtain and gather applicable benefit materials.
  • Demonstrate ability to navigate and properly use the Company’s website and proprietary quoting engine.
  • Demonstrate the ability to navigate and properly use the Company’s Carrier Material History Library.
  • Demonstrate the ability to utilize the Company’s Asana system.
  • Demonstrate the ability to utilize the Company’s Track-It system.
  • Demonstrate the ability to utilize both ProApply and other enrollment platforms.
  • Demonstrate the ability to think and act independently and to consider all available avenues to obtain desired results for customers.
  • Conduct all business activities with a sales acumen.
  • Conduct timely follow up on issues in progress.
  • Demonstrate the ability to produce final product by meeting deadlines.
  • Communicate directly with Sales Consultants, Brokers and or Employers to prepare for enrollment meetings as needed.
  • Exceptional interpersonal skills.
  • Demonstrate ability to remain calm in pressure situations.
  • Demonstrate ability to manage and prioritize assigned projects and tasks effectively.
  • Respond to all communications in a timely fashion as determined by your manager.
  • Demonstrate the ability to prepare Benchmark Reporting.
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