New Business Consultant

Job Summary

A company is looking for a New Business Consultant to manage sales operations for the new business sales process.

Key Responsibilities

• Act as a key resource for new business managers, brokers, and internal partners throughout the sales process
• Coordinate and process new business transactions and ensure compliance with documentation and implementation requirements
• Maintain tracking and reporting of deliverables and support the creation of presentation materials

Required Qualifications

• Bachelor's or Associate's degree in a related field preferred, or at least 1+ year of related experience
• Previous experience in sales operations, presale, or benefit services preferred
• Experience working with matrix partners and external customers is preferred
• General knowledge of insurance products and sales operations is desired
• Familiarity with systems such as Excel, Word, Outlook, and SFDC applications