Sales Operations Specialist - Hybrid
OneDigital
Market Support Representative, Group Insurance
Equitable
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $46,000 - $67,000 per year
Job Level
JuniorMid-Level
About the role
- Establishes and maintains productive, professional relationships with assigned customers and brokers
- Collaborates with Distribution and all internal partners to meet customer’s expectations and provide value-added solutions
- Partners with Sales Executive and Account Manager on renewal preparation, strategy and delivery and ensures timely, accurate delivery of renewals
- Maintain all renewal documentation and actions
- Assist in pipeline management within Salesforce (CRM) and utilize Salesforce to manage service requests and document activities
- Partner with the Implementation team to ensure new groups are successfully activated and broker/client expectations are achieved
- Take ownership and accountability for service-related requests and follow up through completion to meet internal SLAs
- Handle product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, and general account management support
- Proactively communicate with customers and educate them on tools and resources
- Provide pro-active outreach after implementation to educate Clients and Brokers on administrative policies and EB360 portal
- Provide sales support by managing RFP inventory and the Proposal Process, reviewing RFP data, and partnering with SE and Underwriting
- Remain up to date on market changes and provide consultation on how Equitable may support changing client needs
Requirements
- 2+ years of employee benefits or insurance
- Ability to present complex information in a clear manner, both orally and in writing.
- Strong computer skills, including Microsoft Office (i.e., Word, Excel, Outlook, and PowerPoint)
- Superior customer service skills
- Excellent verbal and written communication skills
- Results oriented and goal driven with superior service delivery and collaboration skills
- Develops a high level of credibility with internal and external partners
- Self-starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment
- Strong analytical and problem-solving skills
- College degree preferred, but not required
- Communicating Complex Concepts
- Cross-functional Collaboration
- Knowledge of Insurance Operations
- Knowledge of Product Line
- Planning and Organizing
- Relationship Building
