Sales Order Specialist managing order entry and customer data for LaundryLux in a hybrid environment. Collaborating with sales and customer care teams for accuracy and compliance.
About the role
- Supports life insurance sales by analyzing agency activity and providing data insights to enhance outcomes. Acts as a contact point for district managers and agency staff to promote value propositions.
Responsibilities
- Supports life insurance sales by analyzing agency activity and premium under management within assigned agencies to identify trends and growth opportunities.
- Generates data insights and shares findings with management and agency stakeholders to support optimization of life insurance sales outcomes.
- Demonstrates working knowledge of life insurance products, marketing campaigns and services to assist agencies in understanding and explaining various coverage options, answering customer questions, and providing appropriate life insurance solutions.
- Acts as a contact for district managers, agents and agency staff on routine matters related to life insurance sales.
- Coordinates with internal teams as needed including underwriting, service operations, and product to address agency needs and ensure smooth operations.
- Maintains agency relationships using basic consultative skills to educate on products, services, marketing campaigns and technology.
- Provides training to agents (0-3 years) and agency staff to enhance their understanding of life insurance offerings, improve customer interactions, and support sales growth.
- Supports agencies through virtual or in-person visits, check-ins, and meetings.
- Promotes company value proposition in all interactions to support sales outcomes.
- Maintains accurate records of agency performance, sales activities, interactions, and competitor data in CRM and other systems.
- Prepares reports, monitors progress, and ensures up-to-date information is available for use by life insurance sales and analytics teams.
- Assists with onboarding and mentoring new team members by sharing knowledge, providing training on tools and processes, and supporting professional development to enhance team capabilities.
- Performs other duties as assigned.
Requirements
- High School Diploma or equivalent required
- Bachelor's degree preferred
- Valid life insurance license required
- Minimum three years of experience required in sales, account management, or agency operations preferably within the insurance industry
- Other preferred designations include Financial Services Certified Professional (FSCP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), or FINRA 6,63 licenses.
Benefits
- Bonus Opportunity (based on Company and Individual Performance)
- 401(k)
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- Paid Parental Leave
- Tuition Assistance
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