Sales Support Specialist II

About the role

As a Sales Support Specialist II you will serve as an important individual contributor to the Operations Team at Security Benefit. You will research and analyze problems and escalations to determine accurate and prompt resolution of issues, relay necessary information and status updates, address general inquiries, and provide issues resolution. Additionally, this position may provide dedicated onboarding support by delivering personalized services for book rolls and blocks of business.

Responsibilities

• Partner with Sales associates to ensure service and administrative problems are identified and expeditiously resolved;
• Serve as administration and operations subject matter expert (SME);
• Maintain contracts throughout the sales cycle for high-value and re-activated producers;
• Communicate Security Benefit contract workflow processes with Sales associates and serve as SME for administrative and operational support;
• Research pending contract issues including reviewing contracts to ensure they are in good order, following up with LOA paperwork, and checking processing for any potential contracts not in good order (NIGO);
• Provide weekly reporting of Submitted, Received, and Pending contracts to high-profile advisors;
• Deliver solutions to resolve emerging service gaps and advise constituents on trends and corresponding solutions;
• Partner with service and administrative associates to provide the highest level of support to sales professionals;
• Identify, develop, and execute continuous improvement opportunities.

Requirements

2–4 years of experience in a Service or Administration environment; project management or client services experience preferred

Bachelor’s Degree in Business or a related field preferred

Financial and investment management industry experience

Ability to work independently with strong initiative, motivation, and excellent follow-through

Strong customer service and relationship-building skills; ability to interact positively with all levels of staff and management

Willingness to develop a broad understanding of products, services, policies, procedures, regulations, and laws

Team player who enjoys collaboration and can facilitate the resolution of issues

Strong problem-solving and analytical skills

Effective written, oral, and interpersonal communication skills

Proficiency in Microsoft Office (Word, Excel, Outlook)

Qualifications

Ability to handle multiple priorities

Skills

Service or Administration experience

Project management or client services experience

Customer service and relationship-building skills

Problem-solving and analytical skills

Written, oral, and interpersonal communication skills

Microsoft Office proficiency

Benefits

Competitive salary and annual incentive bonuses

33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance)

Paid parental leave after 90 days of service

Comprehensive medical, dental & vision insurance

401(k) with company match, plus Profit Sharing & Savings Plan

Short- and Long-Term Disability Insurance

Flexible Spending Accounts for medical and dependent care

Life Insurance to protect your loved ones

Educational assistance to support your career development

Associate assistance programs for your personal and professional well-being

Pay

Competitive salary and annual incentive bonuses

Schedule

Hybrid environment with both remote and on-site work