Sales Assistant - Group Benefits

Nationwide Mutual Insurance Company; Milwaukee (WI); Hybrid; USD 46,000 - 81,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Pension plan

Paid time off

Casual attire

Job summary

Nationwide Financial is seeking an Analyst, Sales Support - Group Benefits in Milwaukee, WI to assist internal and external customers via phone, email, chat and fax. You will handle data entry through the sales process and support the sales team and partners to maximize efficiency and accuracy.

Responsibilities include handling inquiries, coordinating with departments, and contributing to project initiatives while maintaining confidentiality and quality across all communications.

Qualifications

• High school diploma or GED required.
• 1+ years of customer service or data entry experience preferred.
• Strong knowledge of company systems and sales processes.
• Ability to prioritize workflow and multi-task.
• Excellent written and verbal communication.
• Detail oriented with data accuracy.
• Ability to be external client facing.

Responsibilities

• Respond to sales inquiries across multiple channels with strong product knowledge.
• Resolve complex questions from agents and escalate when needed.
• Initiate, execute, and communicate on projects.
• Collect, enter, organize and verify data in sales documents.
• Generate and maintain data reports related to sales production.
• Collaborate with other departments to ensure proper documentation and confidentiality.
• Mentor new hires and existing team members.
• Foster relationships with coworkers, agents and partners.
• Prioritize sales inquiries with multi-step processes.

Skills

Customer service

Data entry

Communication

Data accuracy

Office software

Schedule flexibility

Multi-tasking

Client facing

Problem solving

Education

High school diploma or GED

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business. This position will have daily in office expectations and will not be filled remotely.

Office Location: Wisconsin - Milwaukee, 111 W. Pleasant Street Suite 200

Key Responsibilities

• Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
• Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
• Project Management: To initiate, execute, communicate and document projects as needed
• May act as a liaison to other departments where follow-up will be required to meet customers needs
• Assists in identifying process improvement opportunities
• Engages, inspires, educates and mentors, new hires and incumbents
• Collaborates with other areas to identify, analyze, and improve processes
• Inputs and tracks into the appropriate databases

Supervisory Responsibilities

This job does not have supervisory duties.

Education and Experience

• High School Diploma or GED (Required)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Functional Skills

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Nationwide's systems required to perform the role
• Ability to sell and service policies (based on requirements of the department)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Nationwide billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As the Analyst, you’ll be responsible for supporting internal and external contacts by efficiently handling Group Benefits insurance inquiries via telephone, email, chat, and fax. You will be tasked with low-to-high-level data entry regarding the sales process from start to finish in collaboration with the sales team and business partners. You will provide clerical solutions while leveraging business acumen to support successful sales partnerships and maximize efficiency in the sales process.

Job Description Key Responsibilities

• Respond to sales inquiries across multiple channels (calls, emails, chats, faxes), demonstrating advanced product and business knowledge.
• Resolve complex questions from agents, escalating issues as needed.
• Initiate, execute, and communicate on projects as required.
• Collect, enter, organize and verify accuracy of data provided in sales process documents.
• Generate and maintain data reports as it relates to sales production and additional metrics.
• Collaborate with other departments to ensure accurate documentation and maintain confidentiality of sensitive information.
• Demonstrate critical thinking through the sales process.
• Identify sales process improvements and provide innovative solutions.
• Mentor new hires and existing team members through acquired skillsets.
• Foster positive business relationships with coworkers, agents and additional business partners.
• Efficiently prioritize sales inquiries with multistep processes
• May perform other responsibilities as assigned.

Reporting Relationships

Reports to Manager or Director.

Typical Skills and Experiences

• High school diploma or GED required.
• One or more years of customer service or data entry experience preferred.
• Excellent working knowledge of company systems and sales processes.
• Ability to prioritize workflow.
• Strong oral and written communication skills.
• Intermediate problem-solving skills.
• Ability to be external client facing.
• Ability to adjust schedule according to business needs.
• Detail oriented as it relates to data accuracy.
• Ability to manage multiple daily tasks and multi-step data entry processes.
• Proficiency in office software including word processors and spreadsheet applications.
• Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing Exceptions

Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resource Business Partner.

Values

Nationwide Values:

Job Conditions

• Overtime Eligibility: Non-exempt (eligible)
• Working Conditions: This role is office based with options for hybrid remote work available in specified locations.
• ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Equal Opportunity

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciative, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Analyst, Sales Support - Group Benefits : $46,345.00-$80,700.00 The expected starting salary range for Analyst, Sales Support - Group Benefits : $46,345.00 - $65,100.00 At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can feel the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For.