Sales Support Coordinator Jobs

Executive Sales Support Associate

Position Overview

We are searching for a personable and detail-oriented Executive Sales Support Associate for our Financial Group team! Your primary responsibility is to keep us organized and handle multiple priorities, including supporting the Partners and our Advisors - managing their calendars, scheduling appointments, meeting preparation, processing applications, and servicing an assigned block of clients. The Executive Sales Support Associate should be a planner and professional who brings positive, problem-solving energy to the team. Ready to assist, support, drive day-to-day activities and start making an impact with our clients and other support staff.

Core Expectations and Essential Job Functions

1. Must be comfortable adapting to changing and balancing priorities while collaborating with other support staff to organize/complete tasks and projects.
2. Excellent understanding of the Partner and Advisor objectives, being part of the success by providing sales support and client service - working continuously to improve all work processes/standard operating procedures and being open to sharing inputs and ideas.
3. Manage all new/pending insurance case files to ensure requirements are submitted promptly to Underwriting Personnel.
4. Update our database regularly and complete administrative tasks such as digital filing, preparing presentation packages and other marketing tools.
5. Controls, coordinate and maintains schedules, meeting appointments and other activities, including follow-up work.
6. Manage relationships with an assigned block of clients to ensure a high persistency/conservation rate.
7. Resolve client complaints quickly and tactfully. Escalate complaints as company policy requires if a resolution cannot be made personally.
8. Maintain thorough knowledge of products/services offered by various insurance carriers.

Competencies Other Skills/Abilities

• Proven track record of effective organizational and planning skills.
• Maintain a high level of knowledge in the Insurance Industry (staying abreast of changes in legislation, product offerings, etc.).
• Conflict resolution and problem-solving skills.
• Thorough knowledge of insurance products and services.
• A self-starter displays excellent troubleshooting and creative problem-solving skills.
• Excellent with people and client service opportunities
• Strong computer skills, including using Microsoft Programs (Excel, Word, PowerPoint, Outlook, etc.).
• Strong written and effective communication skills.

Education/Experience Requirements

• Minimum Experience: 2+ years’ work experience in the insurance industry, administrative support, and customer service is preferred.
• Completion of Secondary School.
• Completion of college or other post-secondary programs in business administration or related fields is preferred.
• Completion of LLQP or LOMA designation is preferred.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties to meet the organization’s ongoing needs.