Pre-Sale Support Specialist I

Warner Pacific Insurance; Westlake Village (CA); On-site; USD 54,000 - 73,000; Full time

Job summary

Warner Pacific is seeking a Pre-Sale Support Specialist in California to assist Sales Consultants in reaching monthly and annual sales goals. You will review quotes, provide strategic product recommendations with brokers, and manage follow-ups with the presales team.

The role requires 3–5 years in healthcare/medical sales or service, and a valid California life/health insurance license. Proficiency with Salesforce and Excel is expected.

Qualifications

• Minimum 3–5 years of health care/medical sales/service experience.
• Must have valid California life/health insurance license.
• California residency preferred.

Responsibilities

• Support Sales Consultants to achieve monthly and annual sales goals.
• Review quotes and provide strategic product recommendations with brokers and Sales Consultants.
• Proactively follow up on quotes and drive opportunities with brokers.
• Maintain Salesforce records and generate sales reports.
• Coordinate broker meetings and enrollment materials.

Skills

Sales support

Analytical skills

Interpersonal skills

Verbal & written communication

Multi-tasking

Education

High school diploma or GED

College degree preferred

Tools

Salesforce

Microsoft Excel

PowerPoint

Microsoft 365

Job description

Salary Range: $54,375.00 To $72,500.00 Annually

Warner Pacific

The Pre-Sale Support Specialist is accountable for supporting the Sales Consultants in achieving monthly and annual sales goals. Works directly with assigned Sales Consultant to develop sales targets and drive strategies. Partner with Sales Consultant throughout the sales cycle to review new business opportunities, facilitate various sales processes, and assist in presales support to brokers.

Overview of Responsibilities

• Achieve sales goals of assigned Sales Consultants.
• Proficient in evaluating quote requests and offer strategic product and complex recommendations in conjunction with brokers and Sales Consultants.
• Proactively follow up and take lead on all designated quotes (parameter to be determined by SC/presale team member) with limited to no oversight.
• Participate in development and execution of strategic sales plans with Sales Consultant for targeted brokers and general territory management.
• Schedule and meet monthly with assigned Sales Consultant on progress of sales goals and sales strategy. Provide update to Sales Director after meeting.
• Proactively generate reports to evaluate data from previous sales cycle opportunities to outreach to brokers with Sales Consultant collaboration.
• Maintain and update all records in Salesforce.
• Initiate proactive follow up with brokers for timely submission of additional information for new group installation.
• Resolve issues and identify appropriate resolutions to problems and adapt solutions for specific situations.
• Demonstrate ability to navigate and effectively use the Company’s website and proprietary tools.
• Conduct all business activities with sales acumen and the goal of providing only the soundest purchasing recommendations to Sales Consultant and brokers.
• Conduct timely follow up on issues in progress and close all loops of communication between internal staff and brokers.
• May coordinate employee meetings with broker, Sales Consultant and enrollment specialists. This may include assisting with intake forms for meeting requests and facilitating requests for PowerPoint presentations and enrollment materials.
• Facilitate broker needs with applicable Warner Pacific internal departments such as Customer Service, CA Fulfillment and Underwriting as needed.
• Qualify groups by reviewing the scenario, group profile, demographics, etc. to write the group.
• Assist or lead Sales Consultant and brokers with pre/post-sales support.
• Maintain and build relationships with brokers and their support staff.
• Participate in external and industry related events.
• Maintain General Agent competitor profiles.
• Lead, facilitate and participate in special projects.
• Assist Sales Consultant in onboarding and training new brokers.
• Complete proactive outbound broker calls per week.
• Cover responsibilities of the assigned Sales Consultant or other areas as needed when team member is out.

Additional Skills and Requirements

• Strong proven track record of supporting the achievement of sales goals.
• Demonstrate ability to self-start and think/act independently.
• Demonstrate exceptional interpersonal skills.
• Highly effective verbal and written communication
• Strong analytic skills to read and understand sales reports and identify trends.
• Demonstrate superior consultative skills with internal and external partners.
• Proven ability to multi-task in a complex environment with high accuracy and work volume.
• Extensive understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the California group insurance landscape.
• Collaborative and flexible work style to pivot in a fast-paced work environment.
• Ability to quickly adapt to emerging technologies.
• Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, SalesForce.
• Minimum 3-5 years of health care/medical sales/service experience, preferred.
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• Must have valid California life/health insurance license.
• Preferred to be a resident of California.

Compensation

• Salary Range* - $54,375- $72,500 annually.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.