Presales Illustrations & Support Specialist

Amerilife Group, LLC; Pennsylvania; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings (401k)

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC is seeking a professional to produce qualified illustrations and provide presale support to meet producer objectives. You will maintain product and carrier knowledge, run illustrations, and deliver marketing materials to support the sales process.

Strong CRM and MS Office skills are essential. You will collaborate with producers and internal teams, manage multiple tasks with good time management, and contribute to ongoing market education and SLA adherence.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Excellent telephone etiquette and written communication.

Responsibilities

• Provide product and carrier information to producers and internal staff.
• Run illustrations and prepare marketing materials for presales.
• Document illustrations for sales follow-up using a CRM system.
• Maintain knowledge of carriers, products and market trends.

Skills

Interpersonal skills

Written communication

Customer service

Time management

Team player

Independent worker

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

AmeriLife Group, LLC is seeking a professional to produce qualified illustrations and provide presale support to meet producer objectives. You will maintain product and carrier knowledge, run illustrations, and deliver marketing materials to support the sales process.

Strong CRM and MS Office skills are essential. You will collaborate with producers and internal teams, manage multiple tasks with good time management, and contribute to ongoing market education and SLA adherence.