Sales Support Specialist
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Job Description
Sales Support Specialist assisting customers with new insurance policies. Collaborating with Sales Reps and guiding clients through purchase processes.
Responsibilities:
- Support Sales Representatives: Serve as a direct resource for Sales Reps, handling new business inquiries, completing applications, and providing coverage when Reps are unavailable.
- Guide Clients Through the Purchase Process: Build rapport with prospective customers, gather the information needed to move their application forward, and deliver a smooth, professional buying experience.
- Quote New Business: Run accurate insurance quotes across multiple carriers for new customers, clearly presenting coverage options and helping clients understand the products that best fit their needs.
- Complete Applications: Prepare, submit, and follow up on new policy applications, ensuring all required documentation and information are collected accurately and on time.
- Educate and Advise: Explain coverage options, discounts, and policy features to help clients make informed decisions — with a focus on finding the right fit, not just the fastest close.
- Meet Performance Goals: Consistently achieve KPI benchmarks, including % of Binds and Contacts Handled, in line with company expectations.
- Stay Queue-Ready: Maintain availability and manage phone states appropriately to ensure clients and Sales Reps receive prompt, professional support throughout the day.
Requirements:
- Strong verbal and written communication abilities to effectively interact with customers and team members.
- Familiarity with multiple insurance carriers and state insurance regulations is preferred.
- Ability to multitask, stay detail-oriented, and maintain exceptional organizational skills in a fast-paced environment.
- A team player with strong interpersonal abilities and the capacity to empathize with customers.
- Solid computer and typing skills, with proficiency in navigating a Windows environment.
- Competence in simultaneously navigating and toggling between multiple systems, including data entry, quoting applications, insurance software, and communication platforms.
- Strong problem resolution skills to address and resolve customer concerns effectively.
- Bilingual Spanish a plus
Benefits:
- Competitive compensation
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Professional development & promotional opportunities
- Education assistance and training programs
- Company recognition program
- Mental wellbeing and caregiver support resources
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