Sales and Service Specialist

Job Description

Job Description

This role provides full-cycle support across the ancillary sales process - from pre-sales activities to renewals and ongoing client service.

Nature and Scope of Responsibilities:

Administrative and Sales Support

• Review, qualify and enter RFPs into the quoting system; prepare new business proposals for eligible opportunities
• Send new business proposals to brokers via email
• Respond to broker and agent inquiries with accurate and timely information
• Manage and update sales and service CRM
• Document internal processes and administrative procedures
• Provide implementation documents to brokers upon request
• Generate and maintain weekly prospect activity and sales reports using CRM
• Provide general office support as needed

Renewals & Client Relationship Management

• Generate and deliver renewal proposals, including alternative plan options, to brokers and clients via email
• Manage the full renewal process through completion
• Maintain up-to-date renewal and service records in CRM
• Identify cross-sell opportunities during the renewal cycle by introducing additional products
• Process plan changes and monitor product additions
• Develop and implement client retention strategies
• Act as a key point of contact for ongoing broker and client communications

Qualifications / Requirements:

• Bachelor’s degree or equivalent experience
• 3–5 years’ experience in group health/life insurance, customer service, or sales support
• Life & Health Agent License required within 90 days of hire
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Strong written and verbal communication skills
• Highly organized, with the ability to manage multiple priorities
• Available to work in the office at least 3 days per week

Company Description

We have been focused on delivering innovative group benefits for over 30 years. Fully-customizable programs give companies the peace of mind that comes from top quality protection at prices that help protect the bottom line. Our full product line includes Medical, RX, Wellness, Dental, Life, Disability, and Vision.

Nippon Life Benefits is the U.S. subsidiary of Japan-based Nippon Life Insurance Company, one of the world’s largest mutual life insurance companies with over $520 billion in assets.

We are proud of our A- (Excellent) rating from AM Best.

Company Description

We have been focused on delivering innovative group benefits for over 30 years. Fully-customizable programs give companies the peace of mind that comes from top quality protection at prices that help protect the bottom line. Our full product line includes Medical, RX, Wellness, Dental, Life, Disability, and Vision.\r\n\r\nNippon Life Benefits is the U.S. subsidiary of Japan-based Nippon Life Insurance Company, one of the world’s largest mutual life insurance companies with over $520 billion in assets.\r\n\r\nWe are proud of our A- (Excellent) rating from AM Best.