Sales Support Associate II

Alliant Insurance is hiring a Sales Support Associate II for our Senior Market Sales office in Omaha, NE!

https://www.seniormarketsales.com/

POSITION HIGHLIGHTS - This role supports our insurance sales team with coordinating meetings with clients, CRM training, case management, and more!

In office Monday - Friday, 8420 W Dodge Rd, Omaha, NE

Compensation is a combination of hourly rate + incentive

In office Monday - Thursday 7:30 AM - 4:30 PM, Friday 7:30 AM -2:00 PM
Working 1 late day on a rotation (4pm on Friday or until 6pm Monday - Thursday)

JOB SUMMARY

Responsible for handling various administrative functions necessary for agents and agencies, including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs

Essential Duties and Responsibilities

Provides support for new and existing relationships

Proactive outreaches to existing agents for carrier items, level up qualifies, certification calls, promotion of webinars, and co-op reimbursement process

Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms

Provides marketing and CRM system training, administration and implementation.

Helps agents in website navigation/supply ordering/commission statements, and app status.

Provides marketing and CRM system training, administration and implementation.

Helps agents in website navigation/supply ordering/commission statements, and app status.

Confidentially handles client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.

Resolves escalated agent concerns or issues.

Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.

Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.

Maintains expert knowledge of carrier processes and procedures.

Seeks recruiting opportunities

QUALIFICATIONS
EDUCATION / EXPERIENCE

High School Diploma or GED

Bachelor's Degree or an equivalent combination of education and work experience

Three (3) or more years of administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office

Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment

Active Health & Life Insurance License

SKILLS

Knowledge of the general industry procedures, standards, systems, resources, practices, and terminology

Knowledge of federal, state, and local laws as well as industry regulations

Excellent written and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders

Excellent analytical, problem solving, time management, and presentation skills

Excellent planning, organizational, and prioritization skills

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Ability to handle difficult and stressful situations with professional composure

Proficient in Microsoft Suite

#LI-MH1