Sales Support Specialist
Insight Global
Job Description
Fulfill broker service requests;
Maintain Sales Reps daily calendars and to do list;
Maintain continuous contact with Sales Reps throughout the work day;
Schedule and confirm appointments for Sales Reps and maintains their planners;
Call prospective brokers and agents; introducing them to ShelterPoint Life and product line;
Coordinate quotes;
Assist in executing on-line quotes;
Intradepartmental Communication
Route broker calls to appropriate department if unable to assist broker;
Key Account Servicing
Customize applications and brochures for specific agencies;
Make producer kits for brokers and Sales Reps;
Maintains SalesForce broker database for current producer license, web site registration, producer agreements. Investigates database inconsistencies with Event/Database Administrative Assistant and notifies the sales rep;
Generate reports for VP Sales and Sales Reps on a periodic basis;
Generate Quote Log Reports for Sales Reps
Type miscellaneous correspondence; i.e. thanks you letters for Sales Rep visits;
Coordinate data processing requests through VP Sales;
Review customer/prospect web pages for opportunities;
Provide website instruction to brokers:
Call brokers on rate and benefit changes;
Call on producers to upgrade new under 50 life cases to enhanced benefit levels
Meet objectives and goals set forth by management
Other duties as assigned
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
Bachelor's Degree
Minimum of 2 years relevant experience
Excellent Excel and Word skills
Able to meet deadlines
Able to prioritize tasks
Experience with Salesforce preferred
Life Insurance or Financial Services experience is a plus null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Por favor confirme su dirección de correo electrónico: Send Email