Sales Coordinator

    • Fargo, ND

Essential Duties:

 Must adhere to security policies
 Responds in a timely manner Requests for Proposal (two business days or as stated) also ensuring the proposals are
accurate and complete
 Phone calls and e-mails are to be handled with immediate attention - with a goal of resolution in under four hours.
 Work efficiently in a team environment
 A full understanding of the relationship between the consultants, employers, and Sales Team
 The ability to manage the logistics of travel throughout the country. Plan and set up own travel schedule, reservations and
logistics required for meetings
 Responsible for assisting all Sales Team members by answering questions and providing education.
 Handles all inquiries professionally and courteously and with accuracy
 Promotes a favorable image of Discovery Benefits through positive interactions with all internal Discovery Benefits staff
member and external customers maintaining their confidence in us
 Researches/investigates all inquiries utilizing reference materials
 Understands and applies confidentiality guidelines
 Follows customer service standards
 Work to stay current with industry trends & updates
 Conduct presentations and provide product training / demonstrations to new clients and participants. Participate in monthly
Sales Team development meetings
 Track and update channel and client contacts using tracking software
 Travel 5-7 times per year
 Must possess a high level of emotional intelligence whether on the road or in the office
 Interacts with consultants in a professional manner. Takes immediate action to meet requests and needs. Has the ability to
differentiate between exceptional and good customer service. Must have the ability to listen, evaluate and exercise
independent judgment
 Must be able to maintain confidentiality when using sensitive material.
 Must have the ability to organize and prioritize work and schedule. Must be able to effectively plan projects and multi-task.
 Understands the importance of working relationships with our channel and internally, all members of Discovery Benefits.
Works to protect and foster these relationships.
General Duties:
 All other duties as assigned
 Maintain policy according to HIPAA

Equal Opportunity Employer/Vets/Disability

Powered by the belief that complex payment systems can be made simple, WEX is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare.

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