VA
Junior Consultant at Valcon integrating strategy, technology, and data in a dynamic environment. Work on impactful projects for leading companies across various sectors.
About the role
- Performs a broad range of sales operations functions for the new business sales process
- Serves as a liaison between assigned New Business Managers and internal partners
- Works closely with presale, underwriting and brokers to ensure documents, information and tasks are moving through the sales process timely with accuracy
- Coordinates and processes end-to-end new business sold transactions and document package across all product lines
- Communicates information regarding the renewal experience to include downstream risks and notifications for confirmed and pending renewing clients
- Maintains tracking and reporting of status and deliverables associated with assigned book of business
- Supports creation of Finalist Presentation materials with New Business Manager
- Participates in projects related to new business services and other product/process related initiatives
Requirements
- Bachelor/Associate’s degree in a related field preferred or at least one year of related experience
- Previous sales operations, presale or benefit service experience preferred
- Prior experience working with matrix partners and external customers is preferred
- Strong attention to detail and demonstrated experience in delivering high quality work
- Excellent communication, organization and presentation skills
- Knowledge of systems such as Excel, Word, Outlook, SFDC applications
- Strong attention to detail, analytical and problem solving skills
- Demonstrated ability to work in a fast paced environment
- General knowledge of insurance products, procedures and systems for the sales operations/sales support functional area is desired
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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