Provide administrative support for Washington National and Colonial Penn sales platforms, product expansion, and the adoption of new technologies
Manage daily communication with sales partners to ensure seamless operations by addressing any issues or inquiries
Manage agent onboarding, maintain licensing updates, and communicate daily with partners
Analyze sales data to verify data integrity, identify potential issues or anomalies, conduct root cause analysis, and collaborate on creative solutions
Assist in developing and implementing sales processes, tools, and best practices to enhance productivity and effectiveness for internal and external sales teams
Monitor partners and internal agent renewal process monthly to ensure no pay delays due to agent license non-renewal
Conduct UAT business testing for sales platform rollouts and updates with our IT agile partners
Assist in D2C pilot and other projects designed to drive and test sales growth and efficiency
Provide backup for monitoring lead distribution flows and provide hourly lead reports
Identify bottlenecks in sales processes and recommend improvements to streamline operations and increase productivity
Utilize Microsoft 365 tools to design and build workflows that support sales pilots and other critical initiatives
Requirements
High-School Diploma, GED in general studies
1-3 years of related sales support experience
Experience utilizing C3, Vantage, and BPA to research and analyze customer issues or complaints
Strong capability to succinctly summarize complex problems and deliver clear solutions
Excellent organization and methods of tracking tasks
Advanced Excel & PowerPoint skills
Benefits
medical insurance
dental insurance
vision insurance
401(k) retirement plan with company match
short-term & long-term disability insurance
Paid time-off and corporate holidays
paid parental leave
company paid life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales data analysisroot cause analysisUAT business testingworkflow designExcelPowerPoint