OVERVIEW OF POSITION: The Sales Support Specialist is responsible for providing the administrative, organizational, and clerical support necessary to assist Sales Executives in achieving their sales goals and objectives. This position will be responsible for the coordination of the RFP/Proposal process from receipt to delivery. This position will be required to provide the highest level of service to the broker community through phone and e-mail contact.
DUTIES & RESPONSIBILITIES:
- RFP Processing: Within 24 hours of receipt of RFP from Sales Executive, Account Manager or broker community, enter into RFP Administration System. Follow up with broker to obtain additional information when necessary and coordinate with underwriting to identify areas of concern. May require RFP data analysis to determine products to quote, pricing, etc. For large cases, coordinate strategy call with sales / underwriting / management as directed by Sales Executive or Account Manager.
- Prepare and/or coordinate geographical access reports- completing basic and extended reports, often requiring extended time to convert access reports into specialized formats required by various brokers/consultants.
- Prepare questionnaires for Sales Executives and Account Manager.
- Prepare and/or coordinate network comparison reports as requested (Network360).
- Prepare and/or coordinate disruption reports as requested.
- Pull fees from National Provider File/Advantech as requested.
- Coordinate receipt of proposal from underwriting. Prepare, collate, bind hard copies (when required) and deliver to Sales Executive(s) for release to broker/consultant or release directly to broker/consultant when instructed.
- Coordination of all post sale activities including completion and submission of group application and interdepartmental communications.
- Prepare materials for broker meetings including assembling kits, developing power point presentations and other informational handouts.
- Prepare materials for finalist meetings including assembling books, developing power point presentations and other informational handouts.
- Work closely with assigned Sales Executive(s) to determine best practices workflow for all aspects of Sales Support.
- Communicate accurately and promptly to phone inquiries and emails from brokers and/or consultants. Communications range from responses to basic to mid-level inquiries that may require coordination and communication with multiple departments and/or staff throughout the organization.
- Assist in the maintenance of the DeltaUSA groups - save won/lost email responses from brokers for DeltaUSA groups in the RFP folder, adhere to DDPA guidelines.
- Assist in looking up broker/agency license renewals.
- Distribute incoming mail to Sales and Marketing staff.
- Attend monthly sales meetings.
- Maintain regular and punctual attendance.
- Perform other job-related duties as assigned.
