Sr Coordinator, Sales Support & Operations

Ameritas • Fresno, CA

6d • Hybrid

About The Position

The Sr Coordinator, Sales Support & Operations supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue under limited supervision. The role maintains positive relationships with internal and external contacts to support customer retention by processing support service-related tasks and making product recommendations.

This is a hybrid role, working partially in-office in Lincoln, Nebraska; Sandy, Utah; San Antonio, Texas; Costa Mesa or Fresno, California; or Schaumburg, Illinois, and partially from home.

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

• Deliver service functions that support sales teams, including timely and accurate preparation of materials, proposals, client data, and other sales information.
• Communicate by phone or written correspondence with potential or current customers or field partners to answer questions, process transactions, and deliver service solutions.
• Coordinate processes to maintain data, respond to inquiries, and deliver solutions that support sales teams.
• Monitor progress throughout the entire lifecycle of a case.
• Recommend solutions to procedural or system-related problems.
• Maintain a general understanding of various insurance products, including their features and limitations.
• Support new or entry-level associates by providing guidance and training and analyzing 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.
• Generous 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: Senior
• Education Level: High school or GED