Internal Sales Support

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a bridge between the service team, sales team, and broker partners to enhance revenue growth and build enduring partnerships.

• Oversee internal processes linked to prospecting, quoting, proposal activities, and enrollment cycles.

• Manage the Globe Life Group Benefits licensing and appointment procedures.

• Ensure smooth workflows among internal teams, producers, Globe Life, and Third-Party Administrators (TPAs).

• Keep the pipeline reporting current with the Regional Sales Director and guarantee successful closure of opportunities.

• Address product inquiries and follow up on outstanding proposals and group applications.

• Process requests for marketing materials and sales literature efficiently.

• Conduct outbound calls to potential brokers to schedule meetings and enhance territory engagement.

• Engage in training sessions with brokers, groups, and employees throughout the sales process.

• Achieve expertise in Globe Life Group Benefits product offerings and co-marketed products.

• Collect information and facilitate communication across departments to support successful renewals.

• Work in conjunction with underwriting on proposals for plan modifications and new product offerings.

• Provide updated employee enrollment guides and relevant materials.

• Act as the primary contact for formal RFP activities.

• Evaluate RFP requirements, organize specialized information, compile submissions, and adhere to deadlines.

• Maintain an RFP response library and tracking systems for progress, deadlines, and completion status.

• Manage producer licensing and appointment compliance, processing, service, and reporting.

• Collaborate with TPAs, the Sales Team, and Vendor Partners for producer onboarding.

• Oversee the group mailbox and manage appointment activities in Salesforce.

• May require travel of less than 10% to assist with open enrollment meetings for select premier accounts.

⛳️ Requirements

• Bachelor's degree in marketing, business administration, or a related field, or a comparable combination of education and experience.

• A minimum of 2 years of relevant experience in insurance, benefits administration, or client services.

• Prior experience in group insurance processing appointments and collaboration with producers is highly preferred.

• Experience with a CRM tool is mandatory; Salesforce/Tableau is strongly preferred.

• Solid understanding of the supplemental health market and key elements of selling new business, including case enrollment guides, marketing, proposals, and RFPs.

• Familiarity with Third-Party Administrators (TPAs) and group benefits administration is preferred.

• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).

• Exceptional task and time management abilities with the capacity to prioritize and organize work efficiently in a dynamic environment with tight deadlines.

• Outstanding verbal and written communication skills with a keen attention to detail and data entry accuracy.

• A collaborative team player with a positive demeanor and proven ability to support the needs of sales teams and brokers.

• Demonstrated capability to encourage multi-disciplinary team collaboration.

• Consistent and reliable attendance during your assigned shift.

• Ability to work full-time and/or part-time based on position specifications.

🏝️ Benefits

• Competitive compensation structured to reflect your expertise and contributions.

• Comprehensive health, dental, and vision insurance options.

• Extensive life insurance benefits.

• Retirement plans, including a company-matched 401k and pension plan.

• Paid holidays and time off.

• Parental leave.

• Subsidized all-in-one subscriptions that support fitness, mindfulness, nutrition, and sleep objectives.

• Company-paid counseling services for mental health, stress management, and work-life balance.

• Eligibility for continued education reimbursement.

• Company-sponsored FLMI and ICA courses.

• Discounts on Texas Rangers tickets.