Sales Support Specialist
NFP, an Aon company, Pleasant Hill, CA, United States
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary As a Sales Support Specialist you are instrumental in supporting the diverse functions of our inside sales team and, in doing so, you rely on your keen sense of organization, account management and customer centric communication skills to perform a variety of pre and post sales related activities.
Responsibilities include: being a dedicated and reliable support resource to your assigned producers, developing and maintaining relationships with our clients and insurance carrier contacts, preparing Excel, Word, and PowerPoint documents for client presentations, producing/researching data that supports the sales process, following up directly with clients and insurance carriers, and working with the account management team to ensure a smooth transition from sold case to active group.
Duties And Responsibilities
Provide support to producers on a variety of pre- and post-sale projects as well as keep them informed of account activity, outstanding issues, and requests from our clients
Respond promptly to inquiries and work with producers to ensure all inquiries are dealt with in a timely and satisfactory manner; follow up on issues as needed to ensure that they are suitably resolved
Build and maintain relationships with clients and insurance carrier representatives
Deliver a superior experience to clients to contribute to account retention and growth
Provide informal product trainings via email, phone and/or webinar upon request
Create presentation materials for producer meetings with clients and prospects
Required Skills, Knowledge, And Experience
Bachelor’s degree
2+ years of experience in high-end client service (non-retail), sales support or other high-end/ fast paced administrative function. Previous experience supporting inside, or outside sales is a strong plus!
Good understanding of employee benefits space
The ability to effectively set and manage multiple priorities as well as strong time-management skills
Excellent communication and interpersonal skills
Experience with MS Excel, Power Point, and Word
Exceptional customer service skills: good listener, excellent follow-up and follow through and willing to support and help others
Diligent, efficient, motivated, well organized and a positive can-do attitude
Certificates, Licenses, Registration
Life & Health Insurance License (preferred)
What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary As a Sales Support Specialist you are instrumental in supporting the diverse functions of our inside sales team and, in doing so, you rely on your keen sense of organization, account management and customer centric communication skills to perform a variety of pre and post sales related activities.
Responsibilities include: being a dedicated and reliable support resource to your assigned producers, developing and maintaining relationships with our clients and insurance carrier contacts, preparing Excel, Word, and PowerPoint documents for client presentations, producing/researching data that supports the sales process, following up directly with clients and insurance carriers, and working with the account management team to ensure a smooth transition from sold case to active group.
Duties And Responsibilities
Provide support to producers on a variety of pre- and post-sale projects as well as keep them informed of account activity, outstanding issues, and requests from our clients
Respond promptly to inquiries and work with producers to ensure all inquiries are dealt with in a timely and satisfactory manner; follow up on issues as needed to ensure that they are suitably resolved
Build and maintain relationships with clients and insurance carrier representatives
Deliver a superior experience to clients to contribute to account retention and growth
Provide informal product trainings via email, phone and/or webinar upon request
Create presentation materials for producer meetings with clients and prospects
Required Skills, Knowledge, And Experience
Bachelor’s degree
2+ years of experience in high-end client service (non-retail), sales support or other high-end/ fast paced administrative function. Previous experience supporting inside, or outside sales is a strong plus!
Good understanding of employee benefits space
The ability to effectively set and manage multiple priorities as well as strong time-management skills
Excellent communication and interpersonal skills
Experience with MS Excel, Power Point, and Word
Exceptional customer service skills: good listener, excellent follow-up and follow through and willing to support and help others
Diligent, efficient, motivated, well organized and a positive can-do attitude
Certificates, Licenses, Registration
Life & Health Insurance License (preferred)
What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr