Sales Support & Onboarding Specialist

Senior Market Sales; San Francisco, Northern (CA, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Senior Market Sales in San Francisco is seeking an organized administrative professional to support agents and agencies across marketing, sales administration, client meetings, enrollments, and compliance.

You will assist with CRM training, website navigation, and coordination of communications, while safeguarding client files and responding to escalations with professionalism and discretion.

Qualifications

• High School Diploma or GED.
• Bachelor's Degree or an equivalent combination of education and work experience.
• One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office.
• Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment.
• Active Health & Life Insurance License.

Responsibilities

• Provides support for new and existing relationships
• Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.
• Provides marketing and CRM system training, administration and implementation.
• Helps agents in website navigation, supply ordering, commission statements, and app status.
• Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.
• Resolves escalated agent concerns or issues.
• Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.
• Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.
• Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.
• Expert on carrier processes and procedures.
• Seek recruiting opportunities.

Skills

Industry procedures

Regulatory knowledge

Communication

Analytical thinking

Planning & organization

Attention to detail

Professional composure

MS Office proficiency

Education

High School Diploma or GED

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Senior Market Sales in San Francisco is seeking an organized administrative professional to support agents and agencies across marketing, sales administration, client meetings, enrollments, and compliance.

You will assist with CRM training, website navigation, and coordination of communications, while safeguarding client files and responding to escalations with professionalism and discretion.