Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner
Provide product and carrier information to the producer groups as well as internal staff
Maintain detailed product and financial knowledge on all carriers
Develop a working 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 gain an understanding of the competitive market, product, and industry trends via internal and carrier training
Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time

Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Excellent telephone etiquette skills
Ability to display maturity, competitiveness, and a good work ethic
Demonstrated knowledge of Insurance industry, product and sales processes

Sales Support Associate

Key skills