Sales Support Associate

Royal Neighbors of America • Rock Island, IL

1d • Hybrid

About The Position

Provides overall support and assistance to sales agents and agent service management by implementing Society’s policies, procedures, and strategies as well as in sales production, membership growth, and membership conservation and retention. Essential Duties and Responsibilities: Handles inbound phone calls from current and prospective agents in a timely manner and provide “First Call Resolution.” Builds sustainable relationships with agents and sales team. Interfaces and liaises with other departments and acts as advocate when required to service agents. Assists agent with quotes and illustration proposals Assists agents with registration and navigation of content on their Agent Web Portal. Assists and trains agents on our mobile platform capability. Assists agents with product availability and the acquisition of forms and supplies. Other duties as assigned. Supervisory Responsibilities: This job has no supervisory responsibilities. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Associates degree or equivalent from a two-year college or technical school, two to three years of sales training/experience, related experience, or equivalent combination of education and experience.
• Successful completion of the Life Office Management Association (LOMA) certifications and designations: Customer Essentials Certificate and Associate, Customer Service (ACS), required.
• Communicates Clearly and Effectively
• Achieves Results
• Builds Partnerships
• Thinks Strategically
• Adapts to and Promotes Change
• Demonstrate proficiency in managing inbound and outbound calls
• effectively navigate the agent web portal
• exhibit strong presentation skills
• perform accurate data entry
• Responsible for preparing and analyzing illustrations and proposals, as well as efficiently navigating and utilizing multiple applications and systems, completing at least ten transactions per day.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• knowledge and hands on experience with Contact Centre Telephony Systems, CRM and Call Logging Systems, Field Admin, and entry level Microsoft Office Suite proficiency, particularly Word, Excel, PowerPoint, and Outlook.
• Life insurance and annuities experience, insurance sales, life insurance and annuities product knowledge, insurance administration system experience, quoting/illustration system experience.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.

Responsibilities

• Handles inbound phone calls from current and prospective agents in a timely manner and provide “First Call Resolution.”
• Builds sustainable relationships with agents and sales team.
• Interfaces and liaises with other departments and acts as advocate when required to service agents.
• Assists agent with quotes and illustration proposals
• Assists agents with registration and navigation of content on their Agent Web Portal.
• Assists and trains agents on our mobile platform capability.
• Assists agents with product availability and the acquisition of forms and supplies.
• Other duties as assigned.

Benefits

• comprehensive package of benefits including paid time off, health and dental insurance, and 401(k) to eligible employees
• incentive eligible with a target based on company performance, and/or individual results achieved

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree