This position is available for internal Montana State Fund employees only.
The position will close on April 13 2025 at 11:59pm. Apply today!
About the job:
Are you an organized detailoriented professional who thrives in a fastpaced environment Do you enjoy supporting a dynamic team and making a real impact on business success
The Sales Support Specialist supports the sales team by managing agent systems databases correspondence and event coordination to enhance the impact and efficiency of the sales function within the organization. They are responsible for administrative functions project support and partner support while providing accurate timely and engaging interactions.
Required Skills
What you will do:
- System administration and maintenance: Maintain agent portal including maintaining and updating agency and agent information within the portal and Policy Center. Set up and remove user profiles and corresponding access. Manage and track producer codes within groups and accounts. Connect with agency partners to understand access needs and update on changes.
- Requests and reporting: Process agency book transfers including research initiating changes and transferring accounts accordingly. Compile reports conduct analysis and send out reports both on a routine and ad hoc basis. Support departmental and organizational reporting needs as requested. Oversee and track budget for department.
- Group and agency support: Lead and coordinate events including preparation logistics and coordination. Manage travel arrangements and expenses within department. Facilitate sponsorship requests. Track agent commissions and payments. Manage and support incoming data and information requests for agents and agencies. Provide an exceptional partner experience and understand agent and customer needs. Provide timely updates and response to inquiries.
- Coordination and Process improvement: Act as a liaison between sales and other departments to ensure smooth business transactions and collaboration. Identify and suggest improvements to optimize sales support functions. Schedule meetings develop and compile sales materials.
- Sales Project Management: Contribute as a project manager or SME for department and organizational projects. Support project data analysis research and reporting within projects.
- Additional duties as assigned
Required Experience
What you will need (minimum qualifications):
Required:
- Associates degree in business or related field
- At least 4 years of experience in a detailoriented administrative role
OR an equivalent combination of education and experience
- Previous customer support experience
- Strong proficiency with MS Excel Word and Outlook and technical aptitude to learn complex databases
Preferred:
Producer License (or ability to obtain within 60 days of hire).
Compensation and Benefits:
Pay range 2B: Starting salary for the position begins at $45200$56500.
Montana State Fund offers excellent benefits paid time off and a competitive compensation program including:
- Excellent health insurance with dental vision life longterm disability and more with optional dependent coverage.
- Flexible spending accounts for dependent care and medical expenses.
- Public employees retirement plan taxdeferred contributions with a generous employer match.
- Optional 457(b) deferred compensation to further increase retirement savings.
- Higher education reimbursement and other training and development programs.
- Robust personal leave paid holidays and extended leave.
Required Experience:
Unclear Seniority