Sales Technology Platform Specialist

1 month ago

New York, New York, United States Guardian Life Insurance Company Full time
Job Description

The Sales Technology Platform Specialist will play a critical role in driving client acquisition and sales growth by providing exceptional service on technology platforms to select producers and agencies, as well as newly onboarded sales offices.

Key Responsibilities
  • Provide "white glove" service to select producers and agencies on supported technology platforms.
  • Offer hands-on assistance for website development through our vendor partner, FMG Suite.
  • Support users' usage of digital marketing enablement (social media and email).
  • Provide initial support and triage for support items of other supported technology platforms and programs, referring support via warm handoff to platform SMEs as appropriate and following through to ensure timely resolution of issues.
  • Identify potential platform and program enhancements based on feedback from supported groups.
Requirements
  • Ability to work effectively with all external and internal contacts to build a positive working relationship.
  • Broad comfort supporting technology solutions, particularly those regularly used by sales agents and offices (CRM, email marketing, social media, websites), with the ability to provide routine support and basic training for usage.
  • Ability to effectively create strong relationships with multiple platform SMEs for problem escalation and prompt resolution as necessary.
  • Superior oral and written communication skills.
  • Ability to think outside of established procedures for the purpose of customer satisfaction.
  • Ability to remain calm and professional in high-pressure situations.
Benefits
  • Choice of medical plans with prescription drugs, including coverage for fertility and transgender inclusive benefits.
  • Dental plan.
  • Vision plan.
  • Health care accounts - flexible spending, health reimbursement, and health savings accounts.
  • Critical illness insurance.
  • Company-paid Life and Disability insurance plus voluntary supplemental coverage.
  • Accident insurance.
  • 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable.
  • Complimentary 1:1 financial guidance with a licensed Fidelity representative.
  • Flexible work arrangements (part in-person/part remote).
  • Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement.
  • Personal holidays for colleagues to use in recognition of religious, cultural, or civic days.
  • Paid parental leave and paid family and medical leave policies.
  • Emotional well-being, mental health, and work/life resources powered by Spring Health.
  • Wellness programs, including fitness program and equipment reimbursement.
  • Child, adult, and elder back-up care support through Bright Horizons.
  • Adoption assistance.
  • College planning.
  • Tuition reimbursement.
  • Student loan assistance.
  • Commuter benefits in select metropolitan areas.
Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

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