Sales Support Specialist
NFP, an Aon company, Sacramento, 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.
Job Code: SALES014863_4
Summary As a Sales Support Specialist you are instrumental in supporting the diverse functions of our inside sales team. Your keen sense of organization, account management and customer‑centric communication skills will enable you 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 clients and insurance carrier contacts, preparing Excel, Word and PowerPoint documents for client presentations, producing and researching data that supports the sales process, following up directly with clients and 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 and keep them informed of account activity, outstanding issues, and client requests.
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 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 training 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 a fast‑paced administrative function. Prior experience supporting inside or outside sales is a strong plus.
Good understanding of the employee benefits space.
Strong ability to set and manage multiple priorities and excellent time‑management skills.
Excellent communication and interpersonal skills.
Proficiency with MS Excel, PowerPoint and Word.
Exceptional customer service skills: good listener, excellent follow‑up and follow‑through, and a willingness to support and help others.
Organized, diligent, efficient, motivated and having a positive can‑do attitude.
Certificates, Licenses, Registration
Life & Health Insurance License (preferred).
What We Offer We 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 lifelong relationships with employees. The base salary range for this position is $85,000 to $125,000, determined by experience, credentials, education, certifications, skill level, scope and geographic location. In addition to base salary, the position may be eligible for performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
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Job Code: SALES014863_4
Summary As a Sales Support Specialist you are instrumental in supporting the diverse functions of our inside sales team. Your keen sense of organization, account management and customer‑centric communication skills will enable you 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 clients and insurance carrier contacts, preparing Excel, Word and PowerPoint documents for client presentations, producing and researching data that supports the sales process, following up directly with clients and 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 and keep them informed of account activity, outstanding issues, and client requests.
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 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 training 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 a fast‑paced administrative function. Prior experience supporting inside or outside sales is a strong plus.
Good understanding of the employee benefits space.
Strong ability to set and manage multiple priorities and excellent time‑management skills.
Excellent communication and interpersonal skills.
Proficiency with MS Excel, PowerPoint and Word.
Exceptional customer service skills: good listener, excellent follow‑up and follow‑through, and a willingness to support and help others.
Organized, diligent, efficient, motivated and having a positive can‑do attitude.
Certificates, Licenses, Registration
Life & Health Insurance License (preferred).
What We Offer We 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 lifelong relationships with employees. The base salary range for this position is $85,000 to $125,000, determined by experience, credentials, education, certifications, skill level, scope and geographic location. In addition to base salary, the position may be eligible for performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr