Job ID: J132501
Company: HM Life Insurance Company
Location: Houston, TX, United States
Full/Part Time: Full time
Job Type: Regular
Posted at: Sep 27, 2018
Responsible for the overall administration and oversight of sales support activities for the sales office. The individual could perform one or more of the following types of tasks in support of the sales process: new and renewal processing, product implementation, re-enrollment activities, vendor interaction, group set-up or cancellation, running reports, preparing meeting materials, developing proposals and benefit grids, research, problem resolution, and other administrative and account relationship activities.
1. Effective management of work flow: Ensuring efficient assignment and completion of work product deliverables, including educating external customers on simplified submission processes; identifying and implementing process improvements; prioritizing volume to ensure deadlines are met; preparing and/or reviewing proposals for accuracy and reasonableness before delivery; follow-up on open proposals and maintain timely status updates; analyze and coordinate implementation of sold cases to ensure accurate installation.
2. Effectively perform account service activities: Attend meetings with sales personnel; investigate and resolve complex issues; provide timely and accurate responses to external customers.
3. At a senior level, mentor sales support staff and promote effective team work by assisting with training; ensuring understanding of duties , systems, work flows, processes and procedures
4. Accurately and timely process and set-up new or updated clients in the appropriate system(s).
5. Other duties as assigned or requested.
Knowledge, Skills and Abilities
Is Travel Required?
Yes, limited travel (one to two times per year) may be required to Home Office or other location for training.
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