Sales Support Specialist

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

📋 Description

• Actively assist in servicing and managing accounts for clients, partners, brokers, and consultants.

• Provide administrative support for sales tasks, including qualifying and quoting prospects, onboarding new clients, making client adjustments, processing renewals, and overseeing open enrollment.

• Foster and sustain internal relationships with account managers, sales staff, and business partners to comprehend customer needs.

• Aid in client development strategies and assigned projects that align with strategic goals, communication, growth, and retention.

• Liaise and coordinate client requirements with business partners to facilitate plan design and fulfill client expectations.

• Assist with the implementation of new clients and manage intake requests to adhere to implementation schedules.

• Verify, document, and manage client administrative needs within established processes and procedures.

• Stay informed about existing and new products, services, and general information.

• Utilize the sales automation system to keep client and prospect records up-to-date.

• Identify problematic issues, suggest viable alternatives, and escalate for tailored solutions as necessary.

• Collaborate with departments and account teams to resolve client issues and ensure satisfaction.

• Prepare materials and conduct open enrollment presentations for sales teams, clients, and client members.

• Ensure that accurate and complete information is maintained across client, broker, and prospect systems.

⛳️ Requirements

• Minimum of two years of experience in customer service or client service.

• Capability to rapidly learn the company's products, service offerings, and internal systems.

• Proficiency in managing multiple simultaneous account implementations and business challenges.

• Understanding of business objectives and the operational environment.

• Ability to thrive in an agile environment and adapt swiftly to changes.

• Exceptional interpersonal, written, and verbal communication abilities.

• Strong organizational skills for prioritizing tasks and handling a high volume of information and requests.

• Proficient in MS Office, word processing, and spreadsheet applications, including file creation, formula writing, column combining, data copying, and file merging.

• For remote positions, a high level of engagement in virtual settings, including maintaining camera presence during meetings.

🏝️ Benefits

• Eligibility for bonuses and commissions.

• VSP Vision benefits (specific benefits not detailed).