Direct Auto Area Sales Manager responsible for operational and sales processes in the Tri - Cities Area. Managing dealer relationships and service issues while supporting Lendmark Financial Services' growth.
About the role
- Benefits Sales Support Coordinator providing quoting and administrative support to Account Executives and Managers at NFP. Coordinating marketing and quoting of various benefits coverages and maintaining accurate data in the Case Management Tool.
Responsibilities
- Provide quoting, renewal, and administrative support to Account Executives and Account Managers.
- Coordinate the marketing and quoting of various benefit coverages with designated carriers.
- Prepare and distribute customized spreadsheets, proposals, and renewal materials.
- Analyze, input, and maintain accurate sales and financial data.
- Communicate with brokers and sales partners to ensure installation expectations are met.
- Participate in special projects and other related duties as assigned.
Requirements
- Bachelor’s degree or equivalent experience preferred.
- 1–2 years of experience in employee benefits, insurance, sales support, or a related field.
- Strong attention to detail with the ability to maintain accuracy.
- Ability to manage multiple priorities with limited direction, using sound judgment and organization skills.
- Proficiency with Microsoft Office, particularly Excel and Word.
- General math and basic analytical skills.
- Familiarity with group insurance and employee benefit products is strongly preferred.
- Knowledge of standard group underwriting concepts and practices is preferred.
- Ability to handle confidential information with discretion.
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
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