Remote Sales Support Specialist

AmeriLife; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

PTO and benefits package

Job summary

AmeriLife is seeking a dedicated professional to produce qualified illustrations and provide presale support to meet producer objectives in a timely manner.

You will maintain product and carrier knowledge, run illustrations, supply marketing materials, and follow up on all presale activity, using CRM systems to document progress.

This role requires strong communication, time management, and the ability to work independently or in a team within a fast-changing insurance landscape.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Strong written and verbal communication skills.
• Ability to analyze problems and develop solutions.

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

Excellent communication skills

Customer service orientation

Time management

Multitasking

Microsoft Office proficiency

CRM software experience

Education

Bachelor's degree or equivalent education, training and work-related experience

Tools

Microsoft Office

CRM software

Windows OS

Job description

AmeriLife is seeking a dedicated professional to produce qualified illustrations and provide presale support to meet producer objectives in a timely manner.

You will maintain product and carrier knowledge, run illustrations, supply marketing materials, and follow up on all presale activity, using CRM systems to document progress.

This role requires strong communication, time management, and the ability to work independently or in a team within a fast-changing insurance landscape.