JOB SUMMARY

The Sales Support Representative is the primary point of contact for sales, broker and account teams to initiate and complete administrative tasks associated with the sales and client management responsibilities.

QUALIFICATIONS

• EDUCATION - H.S. Diploma/GED Equivalent
• EXPERIENCE - Less than 1 Year of Experience
• Preferably in a healthcare insurance position
• Position will be in communication via email but occasional meetings with vendors, brokers, etc., therefore good communication skills a must.

• Acts as a point of contact to sales/broker and client management teams to answer questions and resolve issues.
• Prepares, submits and distributes various documents (e.g., RFP templates, open enrollment packets) to uphold sales and implementation processes. Maintains regular stock of materials and collateral.
• Maintains records in many databases, ensuring changes are updated.
• Generates and distributes various reports and analyses.
• Provides administrative help including filing, printing, note taking, and/or arranging meetings, conference calls or events. Handles incoming calls and emails in a professional way.
• Sorts and distributes mail.
• May process quotes or coordinate client renewals following strict Texas Department of Insurance (TDI) timelines.
• May meet and greet visitors in a professional and friendly way.