Employee Benefits Sales Support Intern jobs in United States
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Conner Strong & Buckelew ยท 1 month ago

Employee Benefits Sales Support Intern

Conner Strong & Buckelew is a competitive insurance brokerage seeking an EB Sales Support Intern to provide real-world work experience in benefit sales and sales technical support. The role involves assisting with benefit plan reviews, data analysis, and preparation of sales presentations while working closely with industry leaders.

Employee BenefitsInsurance

Responsibilities

Initial review of benefit plan policies, designs and agreements relative to coverage; initial draft of Benefits Review slides for qualified prospects
Gathering and analysis of benefit plan data: organization and presentation of information sales presentation to prospect
Participate in updating and reviewing the benefits RFP database
Participate in reviewing and updating standard documents used in the sales and prospecting process
Assist producers with competitive data collection and research on prospective clients
Assist with creation of sales presentations
Assistance with preparation of New Business Proposals and RFP
Sit in on possible prospect meetings or calls
Maintains accurate electronic and paper files that conform to company standards
Ensures accuracy of account data and input into the agency management system

Qualification

Customer service skillsAnalytical skillsMS Office proficiencyInterpersonal skillsMulti-taskingWritten communication skillsVerbal communication skillsOrganizational skillsSelf-starter

Required

Exceptional organization and Customer service skills
Excellent interpersonal, analytical, written, and verbal communication skills
Must be an enthusiastic self-starter, flexible, be able to multi-task or handle responsibilities with minimal supervision
PC proficiency required
MS Office (Word, PowerPoint and Excel) must
Risk Management / EB Track Major

Company

Conner Strong & Buckelew

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Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Tiagwad
President & Chief Executive Officer
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Company data provided by crunchbase