Sales Operations Specialist
BHG Financial
Salary
💰 $65,000 - $70,000 per year
Job Level
JuniorMid-Level
About the role
- The Account Manager (AM) supports the sales and client management staff with group enrollment, renewal processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
- Works closely and collaboratively with the internal service teams, Benefits Consultants, Sr. Account Mangers, and/or Client Executives to ensure service deliverables meet and exceed client expectations.
- Serves as the clients’ main point of contact for service needs.
- Manages day-to-day tasks related to the development and deployment of client employee benefit packages
- Completes and/or coordinates quotes and proposals for all new and renewal business
- Assists with renewals and new business applications
- Assists with communications, follow-up and distribution of applications to carriers
- Monitor and maintain the Client D365 Mail Folder
- Collects missing information from groups and sends approval letters to clients
- Updates census, policy information and commissions for all accounts and policies in Microsoft D365
- Attaches applications to appropriate client file in Microsoft D365
- Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
- Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
- Support client relationships through the development of proactive communications
- Comfortable conducting client education and service transactions via email and telephone
- Assists clients with 5500 form filings, as applicable
- May be required to travel for training or conference, which may require overnight stay.
Requirements
- Effective relationship builder
- Positive attitude
- Ability to be flexible and adapt easily to change and a fast-paced environment
- Self-motivated qualities, personal empowerment, able to take initiative without being asked
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Detail-oriented
- Demonstrate leadership capabilities, such as decision making, problem solving and accountability
- 2+ years’ applicable job experience
- Proficient with Microsoft Office products
- Working knowledge of all Microsoft Office products (most important, Excel and PowerPoint)
- Prior experience in broker agency or benefit administration firm
- Familiarity with employee benefits and group insurance products
- Excellent Customer Service skills
- Bachelor’s Degree, preferred
- Familiarity with database applications, a plus
- Current Life and Health license
