Apply on Employer Site

Wellabe · 3 weeks ago

Sr Sales Support Specialist- Hybrid- Des Moines, Iowa

Des Moines, Iowa, United States

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Wellabe is looking for a Sr. Sales Support Specialist to join our team. The Sr Sales Support Specialist is responsible for providing support to the Sales force and department including generating and reconciling reports, onboarding agents, providing customer service, resolving issues, quality and/or compliance coordination, and projects.

Financial ServicesHealth InsuranceInsuranceMental Health

Responsibilities

Manage and/or monitor the onboarding process of agents including resolving contracts with partner carriers, answer and assist agents with questions regarding onboarding or partner carriers, and other related items

Provide customer service to agents by responding to questions, providing information, resolving issues, and finding efficiencies with processes to assist them with meeting goals

Develops, reconciles (identifies issues and takes corrective action), compiles, and distributes basic to moderately complex reports including consolidating multiple partner carrier reports with production numbers, reconciling commission and/or bonus statements with production reports, and other related items

Responsible for reviewing and identifying carrier communications and communicating with distribution(s)

Ensures all compliance and documentation is accurate by reviewing and assessing gaps and identifying areas that require attention. Some positions will be responsible for managing the internal and carrier quality assurance process including pulling, listening, and scoring calls based on defined criteria

Continually monitors the status of submitted applications to ensure efficient processing and assist in analyzing and correcting errors arising from normal processing of new business

Plans, coordinates, and executes basic to moderately complex administrative and special projects to support the business such as coordinating and scheduling training, communications, monitor continuing education of agents, etc

Qualification

Customer serviceSales supportMS Office proficiencyProblem-solvingOrganization skillsCommunication skillsTime managementTeam collaboration

Required

High school diploma or equivalent

3+ years' experience in customer service, sales/sales support or related field OR Bachelor's degree in business or related field

Experience working with MS Office products of Excel, Word and PowerPoint

Advanced verbal, written, and phone communication skills with ability to develop relationships and work with various carriers

Strong organization and time management skills with the ability to meet aggressive deadlines

Strong problem-solving skills, including the ability to use experiences and understanding of business processes to continually evaluate and improve workflow and efficiency of established practices used to process and submit applications

Moderate computer proficiency with intermediate knowledge of MS Office including Excel, Word, and PowerPoint