Proactively support servicing and account administration for clients, partners, brokers, and consultants
Support and create administrative sales activities associated with qualifying and quoting to prospects
Support relationships with clients by establishing and maintaining strong internal relationships with account managers and sales personnel
Provide administrative support for client development plans and assigned projects
Communicate and coordinate client requirements and needs with business partners
Support the implementation and intake requests of new clients
Verify client administrative requirements are met and documented
Maintain working knowledge of existing and new products/services
Effectively utilize the sales automation system to maintain current client and prospect records
Identify problematic issues and offer alternative approved solutions

Two years of customer service or client service experience
Ability to build effective relationships and resolve a variety of issues
Ability to quickly learn the company’s products and service offerings
Ability to manage multiple concurrent account implementations and business issues
Understanding of business objectives and the business environment
Work within an agile environment, demonstrating a proven ability to adapt to change quickly
Excellent interpersonal, written, and verbal communication skills
Excellent organizational skills for setting work priorities and managing a high volume of information and requests from multiple sources
Proficient with MS Office, word processing, and spreadsheet applications, including building files, writing formulas, combining columns, copying, and merging data/files

Sales Support Specialist

Key skills