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Lead Coordinator, Sales Support and Operations - Retirement Plans
7 days agoWhat's your preference?
Job Description
- Req#: 5001172520906
Employer Industry: Insurance and Financial Services
Why consider this job opportunity:
- Competitive pay with incentive program bonuses
- Flexible hybrid work options
- Generous paid time off (PTO) and Thrive Days for personal time off
- Comprehensive health benefits including Medical, Dental, and Vision
- Opportunities for professional development and leadership programs
- Commitment to community involvement with paid volunteer time and matching donations program
What to Expect (Job Responsibilities):
- Lead service functions to support sales teams with the preparation of materials, proposals, and client data
- Oversee processes to maintain data and respond to inquiries, delivering solutions to support sales teams
- Manage progress during the entire lifecycle of cases and take lead on complex department projects
- Train and review work products of new or entry-level associates
- Maintain a comprehensive understanding of various insurance products and their features
What is Required (Qualifications):
- Minimum of 4 years of overall experience
- At least 2 years of experience with retirement plans
- High school diploma or GED
- Demonstrated ability to perform administrative tasks with high accuracy and attention to detail
How to Stand Out (Preferred Qualifications):
- Experience with Salesforce reporting
- Familiarity with TPA (Third Party Administrator) strategies and communications
#Insurance #FinancialServices #RemoteWork #ProfessionalDevelopment #CareerOpportunityAbout the company
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