Sales Support Analyst
About The Position
Develop and proactively support the case management of incoming new business by removing roadblocks and providing requirement and status information to the producer. Responsible for product knowledge and for providing applications, appointment information, enrollment materials and proposals. Responsible for supporting sales by administrating a smooth transition of all new and renewal business received from agents and producers, monitor for accuracy and forward to policy issue. Responsible for supporting Sales by being the contact between brokers or carriers and all AFA and AWD Brokerage, Life Division, or APL departments such as Customer Service, Commissions, Marketing, Underwriting, Licensing, Compliance, Strategic Services and Benefits to better facilitate case management and a personalized climate ideal to brokers. Consistent exercise of discretion and independent judgment to support profitable sales for the Company. American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers – making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events – cancer, accidents, critical illnesses, death and more – and for some of life’s best – childbirth, retirement and more. Learn more about us!
Requirements
- Excellent oral and written communication skills
- Excellent analysis and interpretation skills
- Working knowledge of sales and marketing techniques
- Insurance concepts and industry knowledge desired
- Ability to lead and manage or multi-task several projects at a time
- Advanced PC, Excel, Microsoft Office skills as well as the ability to work with electronic enrollment platforms of AFA or other electronic service providers such as Salesforce or Mocha.
- Ability to utilize critical thinking skills
- Contact/Call Center experience
- Ability to work in a fast paced, ever-changing environment
Responsibilities
- Develop and proactively support the case management of incoming new business by removing roadblocks and providing requirement and status information to the producer.
- Responsible for product knowledge and for providing applications, appointment information, enrollment materials and proposals.
- Responsible for supporting sales by administrating a smooth transition of all new and renewal business received from agents and producers, monitor for accuracy and forward to policy issue.
- Responsible for supporting Sales by being the contact between brokers or carriers and all AFA and AWD Brokerage, Life Division, or APL departments such as Customer Service, Commissions, Marketing, Underwriting, Licensing, Compliance, Strategic Services and Benefits to better facilitate case management and a personalized climate ideal to brokers.
- Consistent exercise of discretion and independent judgment to support profitable sales for the Company.
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
Education Level
No Education Listed
