Sr Sales Support Specialist- Hybrid- Des Moines, Iowa

Wellabe•Des Moines, IA

4d•Hybrid

About The Position

Wellabe is looking for a Sr. Sales Support Specialist to join our team. The Sr Sales Support Specialist is responsible for providing support to the Sales force and department including generating and reconciling reports, onboarding agents, providing customer service, resolving issues, quality and/or compliance coordination, and projects. Essential functions Manage and/or monitor the onboarding process of agents including resolving contracts with partner carriers, answer and assist agents with questions regarding onboarding or partner carriers, and other related items. Provide customer service to agents by responding to questions, providing information, resolving issues, and finding efficiencies with processes to assist them with meeting goals. Develops, reconciles (identifies issues and takes corrective action), compiles, and distributes basic to moderately complex reports including consolidating multiple partner carrier reports with production numbers, reconciling commission and/or bonus statements with production reports, and other related items. Responsible for reviewing and identifying carrier communications and communicating with distribution(s). Ensures all compliance and documentation is accurate by reviewing and assessing gaps and identifying areas that require attention. Some positions will be responsible for managing the internal and carrier quality assurance process including pulling, listening, and scoring calls based on defined criteria. Continually monitors the status of submitted applications to ensure efficient processing and assist in analyzing and correcting errors arising from normal processing of new business. Plans, coordinates, and executes basic to moderately complex administrative and special projects to support the business such as coordinating and scheduling training, communications, monitor continuing education of agents, etc. Success Profile Advanced verbal, written, and phone communication skills with ability to develop relationships and work with various carriers. Strong organization and time management skills with the ability to meet aggressive deadlines. Strong problem-solving skills, including the ability to use experiences and understanding of business processes to continually evaluate and improve workflow and efficiency of established practices used to process and submit applications. Moderate computer proficiency with intermediate knowledge of MS Office including Excel, Word, and PowerPoint

Requirements

High school diploma or equivalent.
3+ years' experience in customer service, sales/sales support or related field OR Bachelor's degree in business or related field.
Experience working with MS Office products of Excel, Word and PowerPoint.
Advanced verbal, written, and phone communication skills with ability to develop relationships and work with various carriers.
Strong organization and time management skills with the ability to meet aggressive deadlines.
Strong problem-solving skills, including the ability to use experiences and understanding of business processes to continually evaluate and improve workflow and efficiency of established practices used to process and submit applications.
Moderate computer proficiency with intermediate knowledge of MS Office including Excel, Word, and PowerPoint

Nice To Haves

Sales support, customer service, and/or insurance industry experience or knowledge, a plus.

Responsibilities

Manage and/or monitor the onboarding process of agents including resolving contracts with partner carriers, answer and assist agents with questions regarding onboarding or partner carriers, and other related items.
Provide customer service to agents by responding to questions, providing information, resolving issues, and finding efficiencies with processes to assist them with meeting goals.
Develops, reconciles (identifies issues and takes corrective action), compiles, and distributes basic to moderately complex reports including consolidating multiple partner carrier reports with production numbers, reconciling commission and/or bonus statements with production reports, and other related items.
Responsible for reviewing and identifying carrier communications and communicating with distribution(s).
Ensures all compliance and documentation is accurate by reviewing and assessing gaps and identifying areas that require attention.
Some positions will be responsible for managing the internal and carrier quality assurance process including pulling, listening, and scoring calls based on defined criteria.
Continually monitors the status of submitted applications to ensure efficient processing and assist in analyzing and correcting errors arising from normal processing of new business.
Plans, coordinates, and executes basic to moderately complex administrative and special projects to support the business such as coordinating and scheduling training, communications, monitor continuing education of agents, etc.

Benefits

Hybrid availability
401(k) with generous, full vested company match
Health insurance
Paid time off, holidays
Volunteer time off
Lifestyle Spending Account (LSA)
Paternal leave
Legal insurance
EAP
Travel accident insurance
Growth opportunities
LinkedIn Learning Premium access
CliftonStrengths® assessment and coaching
On-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more
Free world-class insurance acumen courses through AHIP and LOMA
Reimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program
Opportunities to take part in Wellabe's mentorship programs