Presales Illustrations & Sales Support Specialist

AmeriLife; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a presale support professional to produce qualified illustrations and provide timely presale assistance to producers. You will maintain product knowledge, run illustrations, and share marketing materials while following up on presale activity.

The role emphasizes collaboration with producer groups, internal staff, and CRM-driven follow-up. The ideal candidate combines customer service excellence with strong organizational skills in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to internal and external customers.
• Effective time management skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Ability to communicate with individuals at all levels of the organization.

Responsibilities

• Provide product and carrier information to the producer groups as well as internal staff.
• Maintain detailed product and financial knowledge on all carriers.
• Develop a working knowledge of important software packages (internal and carrier).
• Run appropriate illustrations based on knowledge of the competitive life insurance environment.
• Provide producers with illustrations and other marketing materials they may need.
• Proactively follow-up on all presale activity.
• Document requested illustrations for sales follow-up utilizing a CRM system.
• Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training.
• Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.

Skills

Interpersonal skills

Written communication

Customer service

Time management

Multi-tasking

Independence

Professional communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM system

Windows environment

Job description

AmeriLife is seeking a presale support professional to produce qualified illustrations and provide timely presale assistance to producers. You will maintain product knowledge, run illustrations, and share marketing materials while following up on presale activity.

The role emphasizes collaboration with producer groups, internal staff, and CRM-driven follow-up. The ideal candidate combines customer service excellence with strong organizational skills in a fast-paced environment.