Financial Brokerage Sales Support Associate

Senior Market Sales; San Antonio (TX); On-site; USD 38,000 - 56,000; Full time

Job summary

Senior Market Sales is seeking an Administrative Specialist to support agents and agencies with marketing and sales administration, client meetings, new business enrollments, and compliance. You will assist with CRM training, website navigation, and handling confidential files while coordinating with cross-functional teams.

The role requires strong communication, organizational, and problem-solving skills, plus proficiency with Microsoft Office and CRM systems.

Qualifications

• Strong administrative support experience in a sales or recruiting environment.
• Experience with health and life insurance products and processes including quoting and enrollment.

Responsibilities

• Provides support for new and existing relationships.
• Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.
• Provides marketing and CRM system training, administration and implementation.
• Helps agents in website navigation, supply ordering, commission statements, and app status.
• Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
• Resolves escalated agent concerns or issues.
• Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.
• Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
• Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
• Expert on carrier processes and procedures.
• Seek recruiting opportunities.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

Skills

Communication skills

Analytical & problem solving

Organization & prioritization

Time management

Presentation skills

Microsoft Office Suite

Education

Bachelor's degree or equivalent

High School Diploma or GED

1+ years administrative experience in sales or recruiting

Experience with health insurance / Medicare plans

Health & life insurance license within 180 days

Tools

CRM systems

Microsoft Office Suite

Job description

SUMMARY

Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides support for new and existing relationships
• Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.
• Provides marketing and CRM system training, administration and implementation.
• Helps agents in website navigation, supply ordering, commission statements, and app status.
• Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
• Resolves escalated agent concerns or issues.
• Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.
• Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
• Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
• Expert on carrier processes and procedures.
• Seek recruiting opportunities.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

EDUCATION/EXPERIENCE

• High School Diploma or GED
• Bachelor's Degree or equivalent combination of education and work experience
• One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office
• Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment
• Active Health & Life Insurance License within 180 Days

SKILLS

• Knowledge of the general industry procedures, standards, systems, resources, practices and terminology
• Knowledge of federal, state and local laws as well as industry regulations
• Excellent written, and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders
• Excellent analytical, problem solving, time management, and presentation skills
• Excellent planning, organizational, and prioritization skills
• Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests
• Ability to handle difficult and stressful situations with professional composure
• Proficient in Microsoft Office Suite