Sales Support Specialist
About The Position
Proactively support servicing and account administration for clients, partners, brokers, and consultants as part of supporting customer satisfaction, growth, and retention strategies. Support and create administrative sales activities associated with qualifying and quoting to prospects, the installation of new clients, changes to existing clients, processing renewals, and open enrollment. Support relationships with clients by establishing and maintaining strong internal relationships with account managers, sales personnel, and other key business partners, to understand customer requirements as they relate to products and service offerings Provide administrative support for client development plans and assigned projects that support strategic objectives, communication, growth, and retention Communicate and coordinate client requirements and needs with business partners to ensure accurate information is available to support the client’s plan design and ensure client expectations are met Support the implementation and intake requests of new clients to ensure specified implementation time frames are met or exceeded Verify client administrative requirements are met, documented, and business partners involved understand and agree to the requirements within approved processes/procedures Maintain working knowledge of existing and new products/services and other general information to ensure accurate information is provided to the sales/account management team and clients or brokers Effectively utilize the sales automation system to maintain current client and prospect records and data Identify problematic issues and offer alternative approved solutions. Escalate to the appropriate business partner to drive custom/alternative solutions as needed Coordinate with other departments and the account team to resolve client issues and maintain client satisfaction Prepare collateral and conduct open enrollment presentations for the sales team, clients, and client members to support benefit fairs as needed Ensure complete and accurate information is set up in the systems to maintain current client, broker, and prospect records, interfacing with multiple internal & external business partners to coordinate as needed
Requirements
- Two years of customer service or client service experience, demonstrating the ability to build effective relationships and resolve a variety of issues
- Ability to quickly learn the company’s products and service offerings and internal systems
- Ability to manage multiple concurrent account implementations and business issues
- Understanding of business objectives and the business environment
- Work within an agile environment, demonstrating a proven ability to adapt to change quickly
- Excellent interpersonal, written, and verbal communication skills
- Excellent organizational skills for setting work priorities and managing a high volume of information and requests from multiple sources
- Proficient with MS Office, word processing, and spreadsheet applications, including building files, writing formulas, combining columns, copying, and merging data/files
Responsibilities
- Proactively support servicing and account administration for clients, partners, brokers, and consultants
- Support and create administrative sales activities associated with qualifying and quoting to prospects, the installation of new clients, changes to existing clients, processing renewals, and open enrollment
- Support relationships with clients by establishing and maintaining strong internal relationships with account managers, sales personnel, and other key business partners, to understand customer requirements as they relate to products and service offerings
- Provide administrative support for client development plans and assigned projects that support strategic objectives, communication, growth, and retention
- Communicate and coordinate client requirements and needs with business partners to ensure accurate information is available to support the client’s plan design and ensure client expectations are met
- Support the implementation and intake requests of new clients to ensure specified implementation time frames are met or exceeded
- Verify client administrative requirements are met, documented, and business partners involved understand and agree to the requirements within approved processes/procedures
- Maintain working knowledge of existing and new products/services and other general information to ensure accurate information is provided to the sales/account management team and clients or brokers
- Effectively utilize the sales automation system to maintain current client and prospect records and data
- Identify problematic issues and offer alternative approved solutions. Escalate to the appropriate business partner to drive custom/alternative solutions as needed
- Coordinate with other departments and the account team to resolve client issues and maintain client satisfaction
- Prepare collateral and conduct open enrollment presentations for the sales team, clients, and client members to support benefit fairs as needed
- Ensure complete and accurate information is set up in the systems to maintain current client, broker, and prospect records, interfacing with multiple internal & external business partners to coordinate as needed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
