Sales Operations Specialist

Employee Benefits Corporation | Third Party Benefits Administrator
Wisconsin (All Locations), WI Full Time
POSTED ON 2/2/2023 CLOSED ON 6/9/2023

Job Posting for Sales Operations Specialist at Employee Benefits Corporation | Third Party Benefits Administrator

Position Summary:
Employee Benefits Corporation is hiring for a Sales Operations Specialist. The Sales Operations Specialist is responsible for collaborating with Regional Sales Directors (RSD) for all sales support activities. This position establishes and fosters ongoing and trusted working relationships with the broker distribution channel and clients. The role requires a high level of organization with strong communication skills and the ability to prioritize workload based on ever-changing business needs. This position interacts with Regional Sales Directors, brokers, prospects, client contacts, and operations service teams across the organization.  
 
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.
 
Schedule is Monday through Friday 8-5pm CST.
 
Responsibilities Include:
  • Establish, maintain and foster effective and positive relationships with all customers internal and external to the organization
  • Provide accurate, timely and thorough answers to broker, partner, client and internal staff inquiries using knowledge of Employee Benefits Corporation products and services in a customer-centric manner utilizing tact, diplomacy and empathy
  • Prepare proposals and Requests for Proposal (RFPs) as requested
  • Collaborate with RSDs to advise on plan design to meet customer needs
  • Work independently with small group contacts and their brokers to complete and approve service agreements and review service agreements that are submitted by the RSD, client or broker, following up as required to ensure accuracy and completeness
  • Collaborate with Marketing to prepare broker communications
  • Conduct system demonstrations for employer  prospects and/or brokers
  • Collaborate with RSDs in business pipeline development, including identifying new brokers in a territory, researching and tracking leads, soliciting brokers for sales opportunities and conducting competitive analysis
 
Qualifications:
  • Bachelor degree in Business, Sales and Marketing or similar field; may be substituted with four years’ related experience
  • Three years prior related work experience providing exceptional customer service in a professional office setting
  • Demonstrated effective verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
  • Superior customer service, persuasive and consultation skills
  • Demonstrated ability to work both individually and collaboratively
  • Intermediate proficiency with  Microsoft Word, Excel, PowerPoint and Outlook
  • Demonstrated written and verbal presentation skills across a variety of venues
  • Availability and willingness to travel (nationally up to 5%, regionally and locally up to 10%)
 
Preferred Qualifications:
  • Demonstrated knowledge of tax advantaged benefit plans, COBRA and/or health insurance
  • Previous experience in Benefits Administration, working with insurance brokers and/or carrier, or in the health insurance industry
 
We offer:
  • A friendly, collaborative team environment
  • A competitive compensation and benefits package that includes employee-ownership
  • Opportunities for personal and professional growth
  • Flexible scheduling to encourage and support a healthy work-life balance
 
More About Us:
Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support.  We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers’ satisfaction with their plans and with our services.  ​
 
Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.
 
If you need an accommodation as part of the employment process, please contact Human Resources via email at HumanResources@ebcflex.com or via phone at (608) 831-8445.

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Salary.com Estimation for Sales Operations Specialist in Wisconsin (All Locations), WI
$63,941 to $88,629
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