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Higginbotham · 1 day ago

Sales Support Specialist

Richardson, Texas, United States

Full-time

Onsite

Entry Level

2+ years exp

Higginbotham is a client services company seeking a Sales Support Specialist. The role focuses on enhancing the overall client experience through quality assurance, onboarding processes, and collaboration with various internal departments.

Insurance

Culture & Values

Responsibilities

Organize and maintain the implementation and service queue according to an outlined schedule on a daily, weekly, monthly, and quarterly basis

Responsible for maintaining and facilitating customer-facing communication around new products, services & system implementation. Will also help maintain customer feedback reporting and customer onboarding experience development

Work with Operations, Sales and Systems on reviewing all customer service escalations with applicable team members, including management, to resolve issues and create long-term solutions

Partners with the Operations team regularly to ensure all onboarding experiences are clearly communicated between the departments, potential issues are communicated, and the service queue is up-to-date with opportunity and performance information

Participates, tracks, and executes service and support projects as needed

Coordinates with customers to schedule training, communicate all onboarding expectations and update current portal information as needed

Conduct periodic project calls to discuss basic onboarding expectations, service flow, scheduling, and any other knowledge transfer about the implementation process

Performs specific targeted testing and monitoring of designated processes and transactional activities

Work with internal teams to communicate all service escalations to applicable internal teams in order to resolve issues and escalations

Helps coordinate, pre-fill and organize paperwork for the team in regard to implementations by delivering and communicating any updates to clients. Ensure signatures were received timely

Responsible for reporting, documenting, and escalating any system-related issues and functionalities

Identifies resources, looks for discrepancies, helps make corrections, alerts staff of needed authorizations/changes, and alerts management to potential problems

Help identify needs for system enhancements and upgrades

Evaluate systems and documents for accuracy, compliance, and consistent execution of internal processes and regulations to mitigate risk and protect the brand and reputation

May collaborate with leaders and internal partners to execute quality assurance activities

Creates reports and delivers assessment/evaluation results to appropriate levels of leadership

Serve as an informal subject matter resource, assisting the first line of defense with quality, compliance, and regulatory questions related to operational and business execution

Maintains and applies a proficient knowledge of industry products, services and processes. Expand job knowledge by participating in educational opportunities

Conducts seasonal file reviews on all product lines to ensure compliance and appropriate levels of quality are up-to-date and accurate

Attend regularly scheduled staff meetings

Will assist with development and documentation for training new employees

Acts as a resource for training new and/or existing employees

Help review and complete third-party contracting paperwork and contracts

Assist with the preparation, completion, and review of product RFP’s

Assist with review on all content generation of marketing collateral and media

Help assist with Group Meetings and Enrollments, as needed

Assist the management team with running activity reports as needed

Perform other duties and special projects as needed or required

Qualification

Quality AssuranceClient CommunicationProject ManagementMicrosoft ExcelGroup 1 Insurance LicenseApplied EpicDependabilityLeadershipProblem SolvingAttention to DetailCommunication SkillsTeam CollaborationClient FocusCreative ThinkingOrganizational SkillsAdaptability

Required

High School Diploma Required

At least 2+ years of experience benefits field

Must have knowledge of secretarial and office administrative procedures, and knowledge of use and operation of standard office equipment at a level generally acquired through 2+ years related experience

Group 1 Insurance License Required (must obtain within 3 months of employment)

Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Ability to lift 25 pounds

Repeated use of sight to read documents and computer screens

Repeated use of hearing and speech to communicate on telephone and in person

Repetitive hand movements, such as keyboarding, writing, 10-key

Walking, bending, sitting, reaching and stretching in all directions