Sr Coordinator, Sales Support & Operations jobs in United States
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Ameritas · 6 hours ago

Sr Coordinator, Sales Support & Operations

Ameritas is an insurance, financial services and employee benefits provider. The Sr Coordinator, Sales Support & Operations supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue by maintaining positive relationships with internal and external contacts.

Financial ServicesInsurance
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Responsibilities

Delivers service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information
Communicates by phone or written correspondence with potential/current customers or field partners to answer questions, process transactions, and deliver service solutions
Coordinates processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams
Monitors progress during the entire lifecycle of a case
Provides recommendations to resolve procedural or system related problems
Maintains a general understanding of various insurance products and their features and limitations
Supports new or entry level associates by providing guidance and training and conducting analysis of problems that may arise

Qualification

SalesforceMicrosoft ExcelInsurance knowledgeCustomer serviceData management

Required

S. Diploma or GED is required
2-4 years of related experience is required

Preferred

Experience with Microsoft Excel and Salesforce is a plus
Experience in insurance preferred

Benefits

401(k) Retirement Plan with company match and quarterly contribution.
Tuition Reimbursement and Assistance.
Incentive Program Bonuses.
Competitive Pay.
Flexible Hybrid work.
Thrive Days - Personal time off.
Paid time off (PTO).
Health Benefits: Medical, Dental, Vision.
Health Savings Account (HSA) with employer contribution.
Well-being programs with financial rewards.
Employee assistance program (EAP).
Professional development programs.
Leadership development programs.
Employee resource groups.
StrengthsFinder Program.
Matching donations program.
Paid volunteer time– 8 hours per month.
Generous paid maternity leave and paternity leave.
Fertility, surrogacy, and adoption assistance.
Backup child, elder and pet care support.

Company

Ameritas

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You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.

Funding

Current Stage
Late Stage
Total Funding
unknown
2007-04-01Private Equity

Leadership Team

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Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
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Jennifer Wooster
SVP, Chief actuary and underwriting
Company data provided by crunchbase