Sales Support Specialist job Schaumburg Illinois
Sales Support Specialist job Schaumburg Illinois
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Sales Support Specialist Job

Employer Name: SpiderID: 8304557
Location: Schaumburg, Illinois Date Posted: 1/3/2019
Wage: Negotiable Category: Insurance
Job Code: 5000431706106

Job Description:

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas Life Insurance Corp is seeking a Sales Support Specialist to drive the business by assuring that workflow is conducted in an effective and efficient manner in accordance with policies and procedures outlined. This position reports to the Team Leader and is responsible for assisting with the promotion, sale, service, and retention of group cases of all sizes and acts as a product/process expert in providing support to the sales rep on all size cases.

Essential Job Functions

  • The incumbent, as the initial contact with customers provides prompt, courteous & excellent customer service to all external and internal customers. They support and consistently meet customer service. The incumbent is responsible for building and maintaining smooth cooperative working relationships with Agents/Brokers, Sales Reps, Peers, and Superiors.

  • The incumbent has a comprehensive working knowledge of work processes between U/W, Field Sales & Support. The incumbent has a comprehensive understanding of all group division products, rating of products, contract with regard to Field underwriting, and marketing strategies of each; and has a comprehensive working knowledge of how products are priced. They understand concepts behind all variables and have a thorough working knowledge of how products apply to various situations. The incumbent will interact with other Group Division areas to respond appropriately to customer request and needs.

  • This associate works with Rep/Team Leader to recommend appropriate plan designs to meet customer needs. The incumbent processes all proposal requests with <100 lives, coordinates with the Sales Rep on case sizes 100 -- 200 lives, and coordinates with the Sales Rep and UW departments on case sizes of 200+ lives.

  • This position is responsible for the submission of all new cases by completing field underwriting and correct paperwork. The incumbent coordinates the implementation of policy which may include communication materials (highlight sheets are reviewed by Team Leader), enrollment planning, attendance (when required) at enrollment meetings, and the preparation of electronic case submission to be submitted to the Group Issue Department.

  • The associate will conduct follow-up investigation on any outstanding proposal to work with Sales Rep on possible solutions to closing a sale or determining the reasons for missed opportunities and follows up on behalf of the Sales Rep on smaller case sizes.

  • The Specialist I is responsible for the processing of all renewal notification on < trend increases and works with the Sales Rep on trend increases to develop appropriate notification letters for renewals. The position works with Rep/Team Leader on appropriate plan design alternative for renewals.

  • Other duties as assigned.


  • The incumbent may study to obtain an insurance license.

  • Due to the sensitivity of the clients being served as well as the financial impact, this position must be extremely flexible, have a strong customer-service focus, initiative and ability to work on their own.

  • Technical knowledge of rating, risk assessment, and products is essential in this position. Because of the various responsibilities, the incumbent must exhibit a high degree of organizational abilities and independent problem solving.

  • The incumbent must possess superior interpersonal, verbal and written communication skills. A background in group insurance is helpful.

  • This position requires a great deal of "salesmanship."

  • The incumbent must be proficient in a variety of software programs. Some of the software used in this position is included Excel, MS Word, a state of the art quoting system, electronic Sold Case submission, Power Point, and Access.

  • Excellent telephone skills are required due to the daily contact with sales reps, Agents/Brokers, Policyholders and various Home Office personnel.

We are Ameritas: proud to say we're in the business of fulfilling life.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: Ameritas Life Insurance Corp. Company Type:
Company: Ameritas Life Insurance Corp.

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