Performs sales operations functions for the new business sales process
Serve as a liaison between assigned New Business Managers and internal partners
Coordinate and process end-to-end new business sold transactions
Maintain tracking and reporting of status and deliverables associated with assigned book of business
Communicate information regarding the renewal experience
Support creation of Finalist Presentation materials with New Business Manager
Participate in projects related to new business services and other product/process related initiatives

Bachelor/Associate’s degree in a related field preferred or at least 1+ year of related experience.
Previous sales operations, presale or benefit service experience preferred
Prior experience working with matrix partners and external customers is preferred
Strong attention to detail and demonstrated experience in delivering high quality work
Excellent communication, organization and presentation skills
Knowledge of systems such as Excel, Word, Outlook, SFDC applications.
Strong attention to detail, analytical and problem solving skills
Demonstrated ability to work in a fast paced environment
General knowledge of insurance products, procedures and systems for the sales operations/sales support functional area is desired

New Business Consultant

Key skills