Life Insurance Sales Support Specialist

Insurance Administrative Solutions, L.l.c.

Urbandale (IA)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Job summary

Integrity is seeking a sales support specialist to handle outbound and inbound requests from marketers, agents and office staff by telephone and e-mail, provide case consultation to agents, and maintain agent information in the company database.

You will assist agents through the sales cycle, including licensing, contracting and new business support, with follow-up on quotes, illustrations and materials. You may also make outbound calls to promote Integrity's value proposition.

Qualifications

  • Bachelor's degree or equivalent combination of education and experience.
  • Iowa Insurance license within 90 days.
  • One year of related sales experience.
  • Valid driver's license.

Responsibilities

  • Handle outbound and inbound requests to marketers, agents and office staff by telephone and e-mail.
  • Provide sales support and case consultation to agents regarding potential sales opportunities.
  • Maintain and update agent information and activity in company database.
  • Assist agents throughout the sales cycle until they are paid including help with licensing, contracting and new business assistance.
  • Maintain contact with agents/staff through outbound follow up calls on product quotes, illustrations, and materials provided.
  • May assist with outbound calls to promote Brokers International’s value proposition.

Skills

Excellent verbal and written comms
Customer service oriented
Self-starter
Team collaboration
Adaptability
Active listening
Problem solving
Attention to detail

Education

Bachelor's degree in related field

Tools

CRM software

Job description

Integrity is seeking a sales support specialist to handle outbound and inbound requests from marketers, agents and office staff by telephone and e-mail, provide case consultation to agents, and maintain agent information in the company database.

You will assist agents through the sales cycle, including licensing, contracting and new business support, with follow-up on quotes, illustrations and materials. You may also make outbound calls to promote Integrity's value proposition.

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