Employee Benefits Sales Support Consultant

Sales Support - PG09CN

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

Employee Benefits is seeking a Sales Support Team member to partner with Regional Account Executives (RAEs) and manage the presale opportunity process. As a member of this team, in collaboration with peers and cross-functional partners, this person will be responsible for managing the presale opportunity process to ensure the successful execution of presale activities and the achievement of business objectives.

This role requires a highly organized, responsive, and resourceful individual who can handle technology support and follow-up processes efficiently. The ideal candidate will have strong problem-solving skills, be comfortable interacting with brokers, and possess the ability to take initiative without taking feedback personally.

Key Responsibilities:

• RFP Intake/Loading: Manage the RFP intake process including
  scrubbing, loading and early DTQ

• Identify and request missing information from brokers, ensuring all
  necessary information is obtained for proposal responses

• Tech/Implementation Credit Support: Manage and request tech and
  implementation credits, when applicable

• Coordinate Calls: Coordinate internal calls, and assist with external
  call scheduling when appropriate

• Partner with Presale Analysts to ensure questionnaires/survey are
  complete accurately and timely

• Activity management in Systems: Manage opportunity in relevant
  systems such as PRISM, Fusion and Salesforce.com

• Proposal Review, Coordination & Delivery Preparation: Review
  proposals, include material collection, coordinate necessary actions,
  and prepare for delivery.

• Project manage key quote activities

Important Skills and Behaviors:

• Responsiveness: Ability to respond promptly and effectively to
  requests and inquiries.

• Resourcefulness/Process/Problem Solving: Strong problem-solving
  skills and the ability to navigate processes efficiently.

• Desk Management/Organizational Skills: Knowing when to follow-up
  and how to program frequency into Salesforce (SF).

• Efficient Internal Process & Follow-Up: Ability to manage internal
  processes and follow-up tasks effectively.

• Proficiency in providing technology support.

• Willingness to Ask Brokers for Necessary Information: Comfortable
  interacting with brokers and requesting needed information.

• Resilience: Aptitude for managing difficult situations objectively.

• Initiative: Capability to take tasks and run with them independently.

• Tech Credit Support Experience: Experience in providing technical
  credit support.

• Follow-Up with Brokers: Comfortable following up with brokers for
  information.

• Resilient: Capable of accepting feedback and making improvements.

• Comfortable with External/Broker Interactions: Ability to work
  comfortably with external parties and brokers.

Additional Requirements:

• Loading Proposal Platforms: Understanding and managing proposal
  platforms.

• Understanding Proposal Processes: Comprehensive understanding
  of proposal processes and requirements.

Qualifications:

• Knowledge of employee benefit products/industry preferred; not
  required.

• College degree or equivalent work experience.

• Excellent attention to detail and time-management skills

• Proficient with widely utilized Microsoft applications such as Word,
  Excel, and PowerPoint.

• Excellent verbal and written communication skills.

• Highly organized, detail oriented, and able to manage multiple
  priorities at once.

• Critical thinking: Proactively identify and anticipate needs.

• Solves problems by gathering and using different sources of
  information.

• Takes Ownership – Takes immediate and independent action,
  suggests improvements, sets high standards and works hard to achieve
  them.

• Proactively shares feedback with leadership; champions continuous
  improvement and change management through identifying, planning,
  and implementing initiatives for the team or department

• Ability to manage multiple projects and due dates, prioritizing
  projec