Job Description

Wellabe is looking for a Sr. Sales Support Specialist to join our team. The Sr Sales Support Specialist is responsible for providing support to the Sales force and department including generating and reconciling reports, onboarding agents, providing customer service, resolving issues, quality and/or compliance coordination, and projects.

Essential functions

• Manage and/or monitor the onboarding process of agents including resolving contracts with partner carriers, answer and assist agents with questions regarding onboarding or partner carriers, and other related items.
• Provide customer service to agents by responding to questions, providing information, resolving issues, and finding efficiencies with processes to assist them with meeting goals.
• Develops, reconciles (identifies issues and takes corrective action), compiles, and distributes basic to moderately complex reports including consolidating multiple partner carrier reports with production numbers, reconciling commission and/or bonus statements with production reports, and other related items.
• Responsible for reviewing and identifying carrier communications and communicating with distribution(s).
• Ensures all compliance and documentation is accurate by reviewing and assessing gaps and identifying areas that require attention. Some positions will be responsible for managing the internal and carrier quality assurance process including pulling, listening, and scoring calls based on defined criteria.
• Continually monitors the status of submitted applications to ensure efficient processing and assist in analyzing and correcting errors arising from normal processing of new business.
• Plans, coordinates, and executes basic to moderately complex administrative and special projects to support the business such as coordinating and scheduling training, communications, monitor continuing education of agents, etc.

Success Profile

• Advanced verbal, written, and phone communication skills with ability to develop relationships and work with various carriers.
• Strong organization and time management skills with the ability to meet aggressive deadlines.
• Strong problem-solving skills, including the ability to use experiences and understanding of business processes to continually evaluate and improve workflow and efficiency of established practices used to process and submit applications.
• Moderate computer proficiency with intermediate knowledge of MS Office including Excel, Word, and PowerPoint

Qualifications

• High school diploma or equivalent.
• 3+ years' experience in customer service, sales/sales support or related field OR Bachelor's degree in business or related field.
• Experience working with MS Office products of Excel, Word and PowerPoint.
• Sales support, customer service, and/or insurance industry experience or knowledge, a plus.

Benefits

• Hybrid availability
• 401(k) with generous, full vested company match
• Health insurance
• Paid time off, holidays
• Volunteer time off
• Lifestyle Spending Account (LSA)
• Paternal leave
• Legal insurance
• EAP
• Travel accident insurance

Growth opportunities

We believe each of us has potential to grow and adapt with our business. We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities — not only for you, but also for our company. That’s why we provide:

• LinkedIn Learning Premium access
• CliftonStrengths® assessment and coaching
• On-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more
• Free world-class insurance acumen courses through AHIP and LOMA
• Reimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program
• Opportunities to take part in Wellabe's mentorship programs

About Wellabe

Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we’re committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe’s culture of betterment by visiting wellabe.com/culture

Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights

Our core values:

• Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.
• Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.
• Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.
• Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.
• Be open: Embrace diversity and new ideas to create an inclusive environment.
• Be generous: Embody generosity and compassion by serving a greater purpose and helping others.
• Be better: Commit to continuous improvement and adapt effectively to change.
• Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.

Be well – thrive in an environment that fosters inclusivity, well-being, and development. #Hybrid