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Sales Communication Coordinator

Role overview

Qualifications

  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred
  • 3-5 years of health care/medical sales/service experience, preferred
  • Must have valid California life/health insurance license or be able to obtain within 60 days of hire
  • Computer literacy with proficiency in the Microsoft Office suite, especially PowerPoint

Responsibilities

  • Evaluate Carrier and Vendor Sales Collateral for customized presentations
  • Gather applicable benefit materials and navigate the company’s website and tools
  • Communicate directly with Sales Consultants, Brokers and Employers for enrollment meetings
  • Produce final products by meeting deadlines and manage multiple projects effectively

Key facts

Other skills

  • Sales Acumen
  • Microsoft Office
  • Microsoft PowerPoint
  • Detail Oriented
  • Social Skills
  • Communication
  • Problem Solving
  • Time Management

About the company

Warner Pacific Insurance Services logo

Warner Pacific Insurance Services

Insurance Brokerage & Agencies

Warner Pacific is a family owned and operated general agency serving insurance brokers in California, Colorado, and now Texas, for the last 38 years. From custom quote preparation to post-sale support, we are dedicated to helping you grow your business. Call us to find out more about how we can assist you today (800) 801-2300.

Company details

Company typeSME
IndustryInsurance Brokerage & Agencies
Company size201 - 500

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Job description

 

Sales Communication Coordinator 

Warner Pacific – California 


The Sales Communication Coordinator is primarily responsible for evaluating Carrier and Vendor Sales Collateral while applying marketing and artistic technique to provide a variety of customized presentations for Sales Department.  This job not only requires a strong working knowledge of medical, ancillary and TPA services, but also the ability to analyze client requests, carrier materials and design and create complete presentations for Warner Pacific Sales Consultants, brokers and clients.


Overview of Responsibilities

  • Receive customer request and review for accuracy and completeness.
  • Demonstrate the ability to obtain and gather applicable benefit materials.
  • Demonstrate ability to navigate and properly use the Company’s website and proprietary quoting engine.
  • Demonstrate the ability to navigate and properly use the Company’s Carrier Material History Library.
  • Demonstrate the ability to utilize the Company’s Asana system.
  • Demonstrate the ability to utilize the Company’s Track-It system.
  • Demonstrate the ability to utilize both ProApply and other enrollment platforms.
  • Demonstrate the ability to think and act independently and to consider all available avenues to obtain desired results for customers.
  • Conduct all business activities with a sales acumen.
  • Conduct timely follow up on issues in progress.
  • Demonstrate the ability to produce final product by meeting deadlines.
  • Communicate directly with Sales Consultants, Brokers and or Employers to prepare for enrollment meetings as needed.
  • Exceptional interpersonal skills.
  • Demonstrate ability to remain calm in pressure situations.
  • Demonstrate ability to manage and prioritize assigned projects and tasks effectively.
  • Respond to all communications in a timely fashion as determined by your manager.
  • Demonstrate the ability to prepare Benchmark Reporting.


Additional Skills and Requirements

  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
  • 3-5 years of health care/medical sales/service experience, preferred.
  • Must have valid California life/health insurance license. Or be able to obtain California life/health insurance license within 60 days of hire.
  • Must be a California resident. Preferred a Northern California resident.
  • Attention to detail a must.
  • Computer literacy with proficiency in the Microsoft Office suite with emphasis on PowerPoint and PowerPointRecorder.
  • Bilingual in English and Spanish preferred.
  • Demonstrate the ability to translate English to Spanish for document preparation preferred.
  • Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.
  • Position requires ability to work from home office with dedicated workspace.


Compensation

  • Salary Range* - $18.93/hr.- $25.60/hr. 
  • Actual compensation may vary from posting based on work experience, education and/or skill level.

* The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 

 As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities section, please apply! We look forward to hearing from you!


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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