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Sales Operations Specialist

2 months ago

Rochester, New York, United States Next Insurance Full time
Job Overview

Location: Rochester, NY (hybrid)

At NEXT, our goal is to empower entrepreneurs to succeed. We achieve this by being the premier technology-driven, comprehensive provider of small business insurance, revolutionizing the entire value chain and enhancing the customer journey.

Since our inception in 2016, we have supported countless small business clients across the United States in obtaining swift, tailored, and affordable insurance solutions. With backing from leaders in both the insurance and technology sectors, we are poised for further growth — and we need your help.

We are in search of a motivated and quick-learning individual to become a vital part of our Sales Support Team in Rochester, NY. This team is dedicated to delivering exceptional sales experiences to small businesses, assisting them in securing the most suitable insurance coverage. The ideal candidate should have a strong willingness to learn and collaborate within a team environment. You will play a crucial role in supporting a team of sales professionals, with significant responsibilities and opportunities for advancement.

Key Responsibilities:

  • Input and allocate all leads received via email from partners, sales representatives, or the company website.
  • Update quote prices and statuses in Salesforce for the insurance sales advisors.
  • Assist the sales department by reaching out to clients for necessary information via calls or emails.
  • Perform various tasks to support the Sales Department effectively.
  • Help producers in nurturing existing accounts, along with conducting marketing and coverage analysis.
  • Provide quality submissions to multiple carriers, both within and outside their systems.
  • Evaluate and analyze new risks.
  • Ensure proper setup of files and databases.
  • Collaborate with sales staff to communicate accurate information.
  • Attach relevant documentation and communications in Salesforce.
  • Conduct quality control on all new sales issued with carriers to ensure correct classification and documentation.
  • Adopt a proactive and systematic approach to information gathering, analysis, and problem-solving.
  • Communicate carrier risk appetites and relevant information to sales producers and management.

Qualifications:

  • Minimum of 1 year of work experience, preferably in data entry or administrative roles.
  • Familiarity with common computer systems and software.
  • Bachelor's degree required.
  • Strong attention to detail is essential.

The salary range for this full-time position is $20—$22 USD per hour. Individual compensation is determined by various factors, including job-related skills, experience, and relevant education or training. Employees at NEXT are eligible for our equity incentive program and a comprehensive benefits package, which includes a partially subsidized medical plan, fully subsidized vision and dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave, and more.

At NEXT, we value diversity and inclusivity in our workplace. We encourage individuals from all backgrounds to apply, even if they do not meet every single qualification outlined in the job description. You may be the perfect fit for this role or other opportunities within our organization.

We believe in teamwork, ensuring that everyone has an equal opportunity to contribute and make a difference. NEXT Insurance is an equal opportunity employer, committed to fostering a diverse and inclusive work environment. We provide equal employment opportunities to all employees and applicants, without discrimination based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information, gender identity and expression, veteran status, or any other non-job-related characteristics.