Sales Support Specialist

Job Summary

Proactively supporting client servicing and account administration, the full-time remote Sales Support Specialist will manage administrative sales activities, maintain strong relationships with internal teams, and ensure client satisfaction through effective communication and coordination.

Key responsibilities

• Support servicing and account administration for clients, partners, and brokers, focusing on customer satisfaction and retention strategies
• Coordinate client requirements with business partners to ensure accurate information is available for client plan design
• Utilize sales automation systems to maintain current client and prospect records while preparing collateral for open enrollment presentations

Required qualifications

• Two years of customer service or client service experience with a proven ability to build relationships and resolve issues
• Proficiency in MS Office, including word processing and spreadsheet applications
• Ability to manage multiple concurrent account implementations and adapt quickly within an agile environment
• Understanding of business objectives and the business environment
• Demonstrated engagement in virtual environments, maintaining presence during meetings