Address
Form of workLocationSo Calif Grp Office 1074# HYB-CAHY3
Area of InterestCustomer Service
Full-Time/Part TimeFull-time
Job Description
This is a hybrid role working partially in-office and partially from home. This position could be located in our Costa Mesa, CA or Fresno, CA office.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
The Senior Coordinator, Sales Support and Operations supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue under limited supervision. This position maintains positive relationships with internal and external contacts to achieve customer retention by processing support service-related tasks and may make product recommendations. As a fully proficient team member knowledgeable about company products and programs, this position may provide guidance to entry level associates or peers, and may conduct analysis of problems.
What you do
- Deliver service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information.
- Coordinate processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams.
- Monitor progress during the entire lifecycle of a case.
- Provide recommendations to resolve procedural or system related problems.
- Create and analyze database reports and may make advanced rate and calculation adjustments via spreadsheets.
- Maintain a general understanding of various insurance products and their features and limitations.
- Support new or entry level associates by providing guidance and training.
- Other duties as assigned
What you bring
- H.S. Diploma or GED required
- 2-4 years related experience required
- Experience with Microsoft Word, Microsoft Excel and/or Salesforce is a plus
What we offer
- Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
- Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
- We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
- A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
- Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
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