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Ameritas

Sr Coordinator, Sales Support & Operations

Posted Yesterday
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In-Office
Costa Mesa, CA, USA
Senior level
In-Office
Costa Mesa, CA, USA
Senior level
Supports sales teams by preparing proposals, materials, client data, and sales information; answering customer and partner inquiries; processing transactions; maintaining case and data workflows; resolving procedural or system issues; recommending insurance products; and mentoring entry-level associates. The hybrid role requires coordination, customer service, administrative support, and familiarity with insurance products.
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Job Summary & Responsibilities

The Sr Coordinator, Sales Support & Operations supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue under limited supervision. The incumbent maintains positive relationships with internal and external contacts to achieve customer retention by processing support service-related tasks and making product recommendations.
• This is a hybrid role working partially in-office in Lincoln, NE, Sandy, UT, San Antonio, TX, Costa Mesa, CA, Fresno, CA, or Schaumburg, IL and partially from home.

What you do:

  • Delivers service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information.
  • Communicates by phone or written correspondence with potential/current customers or field partners to answer questions, process transactions, and deliver service solutions.
  • Coordinates processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams.
  • Monitors progress during the entire lifecycle of a case.
  • Provides recommendations to resolve procedural or system related problems.
  • Maintains a general understanding of various insurance products and their features and limitations.
  • Supports new or entry level associates by providing guidance and training and conducting analysis of problems that may arise.

What you bring:

  • H.S. Diploma or GED is required.
  • 2-4 years of related experience is required.
  • Experience or knowledge in the insurance industry is preferred.
  • Experience in broker, sales or administrative support preferred.

What we offer:

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time– 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

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.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.


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