Sales Support Specialist - Presales & Illustrations

AmeriLife; Pennsylvania; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision benefits

Retirement savings

Job summary

AmeriLife seeks an Illustrations Specialist to produce qualified illustrations and provide presale support, aligning with producer objectives. The role emphasizes thorough product knowledge and timely responses to requests, as part of a fast-paced insurance solutions team.

You'll maintain up-to-date carrier information, run illustrations, and contribute to marketing materials while developing expertise in the competitive market and staying compliant with SLAs.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Excellent interpersonal and written communication skills.
• Ability to provide excellent customer service to internal and external customers.
• Proficient in Microsoft Office; strong problem-solving skills.

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 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 understand the competitive market, product, and industry trends.
• Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.

Skills

Interpersonal skills

Written communication

Customer service

Time management

Multitasking

Independent worker

Windows PC proficiency

Microsoft Office

Problem solving

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

AmeriLife seeks an Illustrations Specialist to produce qualified illustrations and provide presale support, aligning with producer objectives. The role emphasizes thorough product knowledge and timely responses to requests, as part of a fast-paced insurance solutions team.

You'll maintain up-to-date carrier information, run illustrations, and contribute to marketing materials while developing expertise in the competitive market and staying compliant with SLAs.