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.

• 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

• 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.
• Proximity in Local Area: Being locally available to handle tasks and interactions.
• 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.

• Loading Proposal Platforms: Understanding and managing proposal platforms.
• Understanding Proposal Processes: Comprehensive understanding of proposal processes and requirements.

• 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 projects as necessary.