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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