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Sales Assistant

2 months ago

Phoenix, United States Optimyl Benefits Full time

About Optimyl

Optimyl Benefits mission is to build a better insurance product for small employers across the United States. Drawing from deep experience working with small employers, Optimyl delivers plans crafted specifically for them, finding the “Optimyl” Balance. 

Optimyl combines state-of-the-art technology, analytics, and best-in-class talent to deliver a superior product to our customers. We're not just a partner; we provide a platform for brokers, employers, and employees to provide best-in-class benefits.


Overview

The sales assistant position will support the regional office in servicing independent brokers, marketing the Company’s products, and reporting to the RVP of Sales. The role will be to facilitate critical processes throughout the entire new business flow on behalf of the RSDs and RVP.


Responsibilities

o Deliver white-glove support to broker partners through the quoting and underwriting process

o Master Company’s product portfolio to best represent the Company in the marketplace and service the office

o Provide feedback to RVP on the Company’s processes to make the office more efficient

o Data entry of quoting and underwriting information

o Efficiently deliver requested quotes accurately and by agreed-upon deadlines

o Perform in-depth paperwork reviews to ensure documentation for prospective clients and work with RSDs, brokers, and customers to obtain necessary information.

o Support a defined set of RSDs in a team environment

o Work with other departments within the organization to advance the Company


Ideal profile

o Self-motivated – the ability to work successfully without ongoing supervision

o Strong time management and organizational skills

o Above-average attention to detail

o Strong customer service skills

o Above-average communication and organizational skills

o Proficient in Word, Excel, PowerPoint, and Windows

o High School Graduate or GED

o Fluent in English

o Exposure to health insurance


Compensation Base Salary – $50,000

o Benefits – Medical, Dental, vision, STD, LTD, PTO, 401k match