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Sales Operations Specialist

2 months ago


Scottsdale, Arizona, United States Mutual of Omaha Full time

Sales Operations Specialist

Location: Remote

Work Type: Full Time Regular

Categories: Customer Service, Administrative Support, Data Analysis

Role Overview: As a Sales Operations Specialist, you will provide essential support to the sales team, facilitating effective communication and collaboration with brokers and internal stakeholders to meet sales objectives.

Key Responsibilities:

  • Sales Support: Assist sales representatives by managing quote activities and broker interactions. Develop strong relationships with broker partners to drive sales success.
  • Proposal Management: Handle incoming RFPs from brokers and consultants, ensuring timely entry into systems. Prepare and review proposals for accuracy before submission.
  • Rate Coordination: Collaborate with underwriting teams to determine and revise premium rates for group insurance products throughout the sales process.
  • Post-Sale Coordination: Oversee the installation process after a sale is finalized, ensuring all documentation is accurate and delivered to clients.
  • Industry Knowledge: Stay informed about state regulations and industry trends to ensure compliance and enhance product knowledge.
  • Administrative Support: Perform various office functions, including managing correspondence, scheduling meetings, and maintaining office supplies.

Qualifications:

  • Strong communication and interpersonal skills.
  • Proficient in computer applications and software.
  • Understanding of insurance industry regulations.

What We Offer:

  • A supportive and inclusive workplace culture.
  • Comprehensive benefits package including health, dental, and retirement plans.
  • Opportunities for professional development and career growth.

At Mutual of Omaha, we value diversity and strive to create an environment where all associates feel a sense of belonging and can thrive in their careers.