Sr Coordinator, Sales Support & Operations

Ameritas • Costa Mesa, CA

5d • Hybrid

About The Position

The Sr Coordinator, Sales Support & Operations supports the organization's sales force in achieving sales objectives and driving revenue under limited supervision. The role maintains positive relationships with internal and external contacts to help retain customers by processing support-service tasks and making product recommendations.

This is a hybrid role, working partly in an office in Lincoln, Nebraska; Sandy, Utah; San Antonio, Texas; Costa Mesa or Fresno, California; or Schaumburg, Illinois, and partly from home. The position supports sales teams through preparation of materials and proposals, customer and field-partner communications, coordination of processes and case lifecycles, and recommendations for resolving procedural or system-related problems. It also supports newer associates through guidance and training.

Ameritas is an insurance, financial services, and employee benefits provider. Its stated purpose is “fulfilling life,” helping people at every age and stage get more out of life. The company describes its culture as inclusive and diverse and offers hybrid work options, professional and leadership development, and community and family support programs. This position is not open to individuals temporarily authorized to work in the U.S. The application will remain open for at least three business days or until the position is filled.

Requirements

• High school diploma or GED.
• 2–4 years of related experience.

Nice To Haves

• Experience or knowledge in the insurance industry.
• Experience in broker, sales, or administrative support.

Responsibilities

• Prepare materials, proposals, client data, and other sales information accurately and on time to support sales teams.
• Communicate by phone or written correspondence with potential and current customers or field partners to answer questions, process transactions, and provide service solutions.
• Coordinate processes to maintain data, respond to inquiries, and deliver solutions that support sales teams.
• Monitor cases throughout their entire lifecycle.
• Recommend resolutions to procedural or system-related problems.
• Maintain a general understanding of insurance products, including their features and limitations.
• Provide guidance and training to new or entry-level associates and analyze problems that may arise.

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).
• Medical, dental, and vision health benefits.
• 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.
• 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