Annuities Sales Support Specialist - Partner Enablement

Sagicor Life Insurance Company USA; Tampa (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid time off

Tuition assistance

EAP

Wellness programs

Life insurance

Job summary

Sagicor Life Insurance Company seeks an experienced Sales Support Specialist to provide comprehensive annuity sales support for our distribution partners at both agency and producer levels. You will assist with licensing, contracting, appointment processes, illustration support, and commission queries.

Responsibilities include guiding producers on advertising guidelines, educating on the Producer Portal, and documenting all interactions in our CRM.

Qualifications

• Five+ years of customer support experience, preferably in annuity and life insurance operations.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong organizational, problem-solving, and critical-thinking abilities.
• Comfortable learning and utilizing CRM systems, technology platforms, and AI-enabled tools.

Responsibilities

• Serve as primary contact for agents and distribution partners, delivering annuity product knowledge and sales support.
• Assist producers with licensing, contracting, and appointment processes, including issue resolution and ongoing support.
• Provide illustration support across the Company's life insurance product portfolio.
• Explain and support the new business process, including requirements and status updates.
• Interpret commission statements and assist with compensation inquiries.
• Guide producers on advertising guidelines, compliance requirements, and approval processes.
• Educate agents on the Company's website and Producer Portal, including tools and resources.
• Research and resolve inquiries using Company systems and CRM platforms.
• Partner with Regional Sales Vice Presidents to support marketing and producer engagement.
• Respond to producer inquiries via calls, chat, and outbound communications.
• Document all interactions and resolutions in the CRM system.
• Assist other departments during high-volume periods.
• Leverage technology and AI-enabled tools to enhance workflow while maintaining compliance.

Skills

Customer support

CRM systems

Communication

Multitasking

Problem solving

AI tools

Education

High school diploma or GED

Florida 2-15 Insurance License

Bachelor's degree preferred

Tools

AI-enabled tools

Job description

Sagicor Life Insurance Company seeks an experienced Sales Support Specialist to provide comprehensive annuity sales support for our distribution partners at both agency and producer levels. You will assist with licensing, contracting, appointment processes, illustration support, and commission queries.

Responsibilities include guiding producers on advertising guidelines, educating on the Producer Portal, and documenting all interactions in our CRM.