Proactively support servicing and account administration for clients, partners, brokers, and consultants
Support and create administrative sales activities associated with qualifying and quoting to prospects
Support relationships with clients by establishing and maintaining strong internal relationships with account managers
Communicate and coordinate client requirements and needs with business partners
Verify client administrative requirements are met, documented, and understood
Maintain working knowledge of existing and new products/services to ensure accurate information is provided
Identify problematic issues and offer alternative approved solutions
Prepare collateral and conduct open enrollment presentations

Two years of customer service or client service experience
Ability to quickly learn the company’s products and service offerings
Ability to manage multiple concurrent account implementations and business issues
Understanding of business objectives and the business environment
Work within an agile environment, demonstrating a proven ability to adapt to change quickly
Excellent organizational skills for setting work priorities and managing a high volume of information and requests from multiple sources
Proficient with MS Office, word processing, and spreadsheet applications

Sales Support Specialist

Key skills