Ameritas · 23 hours ago
Lead Coordinator, Sales Support and Operations - Retirement Plans
United States
Full-time
Remote
Mid Level
$24/hr - $38/hr
4+ years expAmeritas is an insurance, financial services and employee benefits provider. This position takes lead on support services to the Retirement Plans sales force to achieve sales objectives and drive revenue, while maintaining positive relationships with internal and external contacts to achieve customer retention.
Financial ServicesInsurance
No H1B
Responsibilities
Lead service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information
Oversee processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams
Manage progress during the entire lifecycle of a case
Take lead on department projects or inquiries that are complex and deliver guidance and solutions
Identify and make recommendations to resolve procedural or system related problems
Train and review work products of new or entry level associates
Maintain a comprehensive understanding of various insurance products and their features and limitations
TPA (Third Party Administrator) strategist
Work with TPA advisory council on monthly communications
Work on TPA campaigns
Act as sales liaison with TPA services
National Accounts reporting
Maintain and produce monthly data reports for Broker Dealers
Maintain and produce annual RFI (Request for Information) and due diligence reports
Salesforce reporting
Regional Sales Coordinator support
Assist with PEP proposal processes
Qualification
Required
4 years of overall experience required
2 years of experience with retirement plans required
High school diploma or GED required
Demonstrated ability to perform administrative tasks with a high level of accuracy and attention to detail required
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
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-04-01Private Equity
Leadership Team
Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
Jennifer Wooster
SVP, Chief actuary and underwriting
Recent News
2025-12-18
PR Newswire
2025-10-29
2025-10-10
Company data provided by crunchbase