Sales Administrative Assistant
Sales Administrative Assistant
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Job Description
Sales Administrative Assistant
Fidelis
Westminster CO
About Fidelis (an Integrity Company)
Fidelis Consultants is a leading insurance brokerage based out of Gilbert Arizona that specializes in Medicare individual health and ancillary products. Founded in 2013 Fidelis Consultants has quickly expanded throughout the Southwest and beyond due in large part to their exceptional agent and client model. To the clients they serve Fidelis Consultants embodies all the qualities of their name faithful loyal true in their commitment to deliver superior service customer support professional advice care and compassion. They recognize and embrace the important role of a trusted advisor in the lives of the 70000 individuals they serve. For more information visit www.fidelisins. Fidelis Consultants is a proud member of the Integrity Family of Companies.
Job Summary
As the Sales Admin you will be assisting our National Sales Team by providing them with clerical and organizational support. Your responsibilities will include broker support and inoffice needs running reports and contacting prospective agents active agents and carrier reps. You will also act as a vital link between the Sales Team and Operations Team to ensure smooth processes and communication. You may be asked to assist in event planning for AEP Rollouts Agent Appreciation and other events.
We are looking for someone who has industry (Medicare and Health Insurance) experience or who is willing to become a subject matter expert we believe in finding the right person for the seat and would train the right candidate in the industry if they do not have previous experience.
Schedule:
Inoffice daily Monday through Friday 9 AM to 5 PM and as needed for special events.
This position may require some infrequent travel.
Primary Responsibilities:
Provide administrative reports for Sales Team
Data Entry & CRM record maintenance
Broker Support become an expert on industry best practices
Call agent prospects and followup on leads to ensure warm lead retention
Respond to prospect inquiries and perform initial screening
Call and speak with active agents
Build professional relationships with brokers and carrier reps
Assist brokers with marketing and sales supply needs
Assist during agent events and activities
Assist the Sales Team as needed
Positively represent Fidelis Consultants
Primary Skills & Requirements:
Medicare Health or Life Insurance experience preferred
Has current Health Insurance Producers License or is willing / able to obtain it within 90 days of hire.
Administrative experience
Sales or Customer Service experience preferred
Strong communication administrative and organizational skills
Proficiency in CRM software and data entry
Attention to detail and ability to work accurately under pressure
Proficient in Microsoft Office Suite
Eligible to work in the United States without sponsorship
Candidates may be subject to a full background check including drug/alcohol testing
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Employment Type
Full-Time
