Sales Support Representative


The Position

The Sales Support Representative (SSR) provides a crucial service to our stakeholders. The SSR is an individual who is skilled at efficiently running illustrations. They are quick to respond to incoming requests for anything from a term spreadsheet to Comdex comparisons, to a policy specimen page to a flyer about a rider on a policy. SSRs are very reactive and known to arm our SVPs, Internal Sales Consultants (ISC), Case Designers (CD) or producers directly, with information to help drive sales. Individuals in this position will encounter a high volume workload that requires an energetic and positive attitude. SSRs are often interested in exploring opportunities into Sales, Case Design or Underwriting. More experienced SSRs are at the higher end of the pay range and expected to carry greater workloads than an entry-level peer, and will be capable of running more complex illustrations and other collateral materials.

Key areas of responsibility include, but are not limited to the following:

Illustration Support:

  • Fulfill basic illustration requests
  • Share/Fulfill the majority of illustration requests
  • Input Illustration Activity into CRM
  • Store illustrations via SharePoint in consistent manner
  • Maintain proficiency and working knowledge of carrier software
  • Compile product and carrier comparison summaries

Product Knowledge:

  • Maintain familiarity with marketing collateral and tools available
  • Maintain job knowledge related to product offerings in the industry
  • Send out product flyers & marketing pieces as requested

Pre-Sales Support:

  • Input New Brokers into CRM
  • Pre-populate application for Case Designer/Internal Sales Consultant (where appropriate)
  • Carries out Sales Support Administrative Functions
  • Fulfill and follow-Up on In-Force Illustration Requests
  • Meet/exceed the Sales Support Service Level Agreement (SLA)
  • Participate in educational development

Minimum requirements and qualifications include, but are not limited to the following:

Education & Experience

  • College degree or commensurate industry experience required
  • 0-3 years related industry experience

Technical Skills

  • Able to learn new technology as needed
  • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites

Soft Skills

  • Detail oriented with strong analytical skills
  • Strong sense of accountability and follow-up
  • Able to work well with others as team
  • Able to work within a virtual team
  • Good communication skills – written and verbal
  • Concentration despite interruption
  • High degree of confidentiality

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