Insurance - Irvine, CA | Scottsdale, AZSr Sales Support Associate

About the position

Sr. Sales Support Associates (SA) are expected to provide sales and administrative support to the assigned executives, account management and sales team members for National Account customers and producers. SAs are required to demonstrate knowledge of the end to end RFP/ sales process and have familiarity with the in force customer base, producer relationships and prospects for the Sales Executive to whom they provide support (if applicable). Daily activities include providing customer service, and administrative support to: account teams, Sales Executive (where applicable) and National Accounts executive/ leadership team support. The SA serves as a liaison for sales/account team personnel, customers, producers, and our home office contacts.

This role is responsible for organizing complex proposals through completion with the various internal departments, and following up on various items for project management.

SAs take the lead on organizing and maintaining upkeep of the office, as well as various other administrative office duties, which include: ensuring shared office equipment and supplies are available and in working order, coordinating presentation materials for customers/prospects, submitting/processing expense vouchers, and supporting specified reporting/ presentation needs for our customers and internal partners. This position is required to work on special projects throughout the year, serve as a resource for new hires, participate in team meetings/trainings, and also serve as a backup for other team members when required.

Accessing, documenting and maintaining our sales and customer record systems to meet stringent compliance requirements, as outlined by documented procedures and auditing standards, is also a responsibility of the SA.

It is expected that to accomplish the above-mentioned objectives, the SA must possess sufficient knowledge, work independently, and provide timely results. They must be customer focused and be able to converse with our producers as needed.

Qualifications

  • 3+ years of experience in the insurance industry in sales administration or customer service.
  • Previous insurance/sales support experience is highly desired. Overtime required during peak periods.
  • Obtaining License and Appointment designation through the State and Prudential is required.  
  • Ability to manage multiple priorities in a timely manner
  • Strong and professional verbal/written communications skills
  • Strong organization, time management, and self-management skills
  • Ability to adapt prioritize and change directions quickly
  • Deadline driven and self-motivated
  • Strong focus on customer service and solution oriented
  • The successful candidate must possess excellent Microsoft Office skills (particularly with Excel and PowerPoint), Lotus Notes knowledge and the ability to adapt quickly to specific window based applications.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

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