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Sr Coordinator, Sales Support and Operations

Company: Ameritas
Location: Costa Mesa
Posted on: November 17, 2023

Job Description:

The Sr Coordinator, Sales Support and Operations supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue under limited supervision. This position maintains positive relationships with internal and external contacts to achieve customer retention by processing support service-related tasks and may make product recommendations. As a fully proficient team member knowledgeable about company products and programs, this position may provide guidance to entry level associates or peers, and may conduct analysis of problems. This is a hybrid role working partially in-office and partially from home. This position can be worked in the Lincoln, NE or Durham, NC office. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. What you do

Delivers service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information.Coordinates processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams.Monitors progress during the entire lifecycle of a case.Provides recommendations to resolve procedural or system related problems.Creates and analyzes database reports and makes advanced rate and calculation adjustments via spreadsheets.Maintains a general understanding of various insurance products and their features and limitations.Supports new or entry level associates by providing guidance and training and conducting analysis of problems that may arise. What you bring
H.S. Diploma or GED required2-4 years related experience requiredExperience with Microsoft Word, Microsoft Excel and/or Salesforce is a plus What We Offer
Our company motto is Fulfilling Life and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.Were committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.A total rewards package with all the comprehensive health and welfare benefits youd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, were committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Keywords: Ameritas, Costa Mesa , Sr Coordinator, Sales Support and Operations, Sales , Costa Mesa, California

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