Bilingual Sales Support Analyst

AFA American Fidelity Assurance Company; United States; Hybrid; USD 60,000 - 90,000; Full time

Job summary

AFA American Fidelity Assurance Company is seeking a Sales Support Specialist to develop and proactively support case management of incoming new business, removing roadblocks and providing status information to producers.

You will handle applications, enrollment materials, and proposals, and support sales by ensuring smooth transition of all new and renewal business across agents, brokers, and internal departments.

Qualifications

• Bachelor's degree preferred in a related field.
• 3-5 years of experience in insurance or related field preferred.
• Bilingual skills (Spanish/English) required.

Responsibilities

• Develop and proactively support case management of new business.
• Provide applications, enrollment materials and proposals to producers.
• Support sales by ensuring smooth transition of new and renewal business across departments.

Skills

Communication skills

Analytical thinking

Sales knowledge

Insurance knowledge

Leadership

MS Office

Call center exp

Bilingual Spanish

Education

Bachelor's degree preferred

Tools

Salesforce

Mocha

Job description

Job Description: Develop and proactively support the case management of incoming new business by removing roadblocks and providing requirement and status information to the producer. Responsible for product knowledge and for providing applications, appointment information, enrollment materials and proposals. Responsible for supporting sales by administrating a smooth transition of all new and renewal business received from agents and producers, monitor for accuracy and forward to policy issue. Responsible for supporting Sales by being the contact between brokers or carriers and all AFA and AWD Brokerage, Life Division, or APL departments such as Customer Service, Commissions, Marketing, Underwriting, Licensing, Compliance, Strategic Services and Benefits to better facilitate case management and a personalized climate ideal to brokers. Consistent exercise of discretion and independent judgment to support profitable sales for the Company.

Education & Experience: Bachelor's degree preferred, but commensurate experience in insurance sales, agent recruiting/development, or related field may be accepted. 3-5 years of experience in insurance or related field preferred. Bilingual skills (Spanish/English) required.

Skills of Ideal Candidate: Excellent oral and written communication skills Excellent analysis and interpretation skills Working knowledge of sales and marketing techniques Insurance concepts and industry knowledge desired Ability to lead and manage or multi-task several projects at a time Advanced PC, Excel, Microsoft Office skills as well as the ability to work with electronic enrollment platforms of AFA/APL or other electronic service providers such as Salesforce or Mocha. Ability to utilize critical thinking skills Contact/Call Center experience Ability to work in a fast paced, ever changing environment Work is primarily in a professional office or hybrid environment. Position may require occasional travel (up to 10%) to support business needs, meetings, or events.

#AFC Corporate Careers | Sales Careers | Internships | APL American Fidelity is a certified Great Place to Work for All! No matter where you work in the organization, you have a chance to make a difference. Our culture focuses on helping Colleagues to be their best! We work hard to make a difference to our Customers and community, focus on teamwork and collaboration and always offer a different perspective - a different opinion. We want to meet you!

American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers - making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events - cancer, accidents, critical illnesses, death and more - and for some of life’s best - childbirth, retirement and more.

Learn more about us!