Sales Support Specialist (Annuities)

Sagicor Life Insurance Company USA; Tampa (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid time off

Tuition assistance

EAP

Wellness programs

Life insurance

Job summary

Sagicor Life Insurance Company seeks an experienced Sales Support Specialist to provide comprehensive annuity sales support for our distribution partners at both agency and producer levels. You will assist with licensing, contracting, appointment processes, illustration support, and commission queries.

Responsibilities include guiding producers on advertising guidelines, educating on the Producer Portal, and documenting all interactions in our CRM.

Qualifications

• Five+ years of customer support experience, preferably in annuity and life insurance operations.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong organizational, problem-solving, and critical-thinking abilities.
• Comfortable learning and utilizing CRM systems, technology platforms, and AI-enabled tools.

Responsibilities

• Serve as primary contact for agents and distribution partners, delivering annuity product knowledge and sales support.
• Assist producers with licensing, contracting, and appointment processes, including issue resolution and ongoing support.
• Provide illustration support across the Company's life insurance product portfolio.
• Explain and support the new business process, including requirements and status updates.
• Interpret commission statements and assist with compensation inquiries.
• Guide producers on advertising guidelines, compliance requirements, and approval processes.
• Educate agents on the Company's website and Producer Portal, including tools and resources.
• Research and resolve inquiries using Company systems and CRM platforms.
• Partner with Regional Sales Vice Presidents to support marketing and producer engagement.
• Respond to producer inquiries via calls, chat, and outbound communications.
• Document all interactions and resolutions in the CRM system.
• Assist other departments during high-volume periods.
• Leverage technology and AI-enabled tools to enhance workflow while maintaining compliance.

Skills

Customer support

CRM systems

Communication

Multitasking

Problem solving

AI tools

Education

High school diploma or GED

Florida 2-15 Insurance License

Bachelor's degree preferred

Tools

AI-enabled tools

Job description

Sagicor is seeking an experienced and service-oriented Sales Support Specialist to provide comprehensive annuity sales support to our distribution partners at both the agency and individual producer levels. This role serves as a key resource for agents by delivering timely and accurate assistance on product information, application status, eApp completion, commission payments, licensing, and illustration support. Sales Support Specialist plays a critical role in strengthening producer relationships, supporting sales growth, and ensuring an exceptional experience for our distribution partners.

What You'll Do

• Serve as a primary point of contact for agents and distribution partners, providing annuity product knowledge and annuity sales support.
• Assist producers with licensing, contracting, and appointment processes, including issue resolution and ongoing support.
• Provide illustration support across the Company's life insurance product portfolio.
• Explain and support the new business process, including application requirements, status updates, and outstanding requirements.
• Interpret commission statements and assist with compensation and chargeback-related inquiries.
• Guide producers on advertising guidelines, compliance requirements, and approval processes.
• Educate agents on the Company's website and Producer Portal, including available tools, resources, and functionality.
• Research and resolve inquiries using Company systems and CRM platforms.
• Partner with Regional Sales Vice Presidents and Internal Sales Specialists to support marketing organizations and increase producer engagement.
• Respond to producer inquiries through inbound calls, chat, and outbound follow-up communications.
• Document all interactions, activities, and resolutions accurately within the CRM system.
• Assist other operational departments during periods of high volume, including Client Services, Producer Appointments, New Business, and Commissions.
• Leverage approved technology and AI-enabled tools to enhance workflow efficiency, support inquiry management, summarize interactions, and identify trends while maintaining compliance with Company policies and regulatory requirements.

What You Bring

• High school diploma or GED equivalent.
• Minimum of five (5) years of customer support experience, preferably within annuity and life insurance operations.
• Strong verbal and written communication skills with the ability to build relationships and deliver exceptional service.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong organizational, problem-solving, and critical-thinking abilities.
• Demonstrated initiative, sound judgment, and accountability in resolving complex issues.
• Comfortable learning and utilizing CRM systems, technology platforms, and AI-enabled tools.

Preferred Qualifications

• Active Florida 2-15 Insurance License preferred.
• If not currently licensed, the ability to obtain and maintain a Florida 2-15 Insurance License within one (1) year of employment is required.
• Bachelor's degree in Business, Marketing, or a related field preferred.
• Previous experience supporting annuity and/or life insurance producers, agencies, or distribution channels.
• Knowledge of annuity products, commissions, licensing, and new business operations.

Why Join Sagicor?

At Sagicor, we are committed to helping people make wise financial decisions today while preparing for the future. As part of our team, you'll join a collaborative and customer-focused organization dedicated to delivering outstanding service and innovative life insurance solutions. You'll have the opportunity to partner closely with sales leaders and distribution partners while contributing to the continued growth and success of our business.

Company Benefits

Sagicor offers a competitive compensation and benefits package designed to support your overall well-being, including:

• Medical, Dental, and Vision Coverage
• Company-Paid Life Insurance
• Short-Term and Long-Term Disability Coverage
• 401(k) with 4% Company Match
• Paid Time Off and Company Holidays
• Employee Assistance Program (EAP)
• Tuition Assistance and Professional Development Opportunities
• Wellness Programs and Employee Resources

Sagicor Life Insurance Company is an Equal Opportunity Employer and maintains a drug-free workplace.