Sales Support Associate Job Listing at Prudential in Walnut creek, CA

Insurance, Finance

Sales Assistant Experienced in Insurance, Sales and/or Customer Service
Prudential's Group Insurance (GI) Sales and Account Management (SAM) team is seeking a Sales Assistant who will provide sales support to the assigned Sales Staff members. The Sales Assistant will be required to work closely with their assigned sales managers and have comprehensive knowledge of the prospect and client base, broker relationships, key contacts, products offered, and sales strategies for key brokers. Sales Assistants offer day-to-day customer service for small market clients and brokers. Overtime may be required during peak periods.
Daily activities include but are not limited to:

• organizing all proposals through completion with the various internal departments, and following up on various items for project management in the office.


• responsible for accessing our rating system with the appropriate competitive window adjustments, additional discounts, plan design adjustments, and proposal development.


• ensuring daily activity activities as outlined by process and procedures are in line with compliance and auditing standards.


• organizing and upkeep of the office, as well as various other administrative duties for their assigned sales personnel. Office upkeep includes ensuring shared office equipment and supplies are available and in working order.


• serving as liaison between external group clients/brokers and Home Office contacts and departments, accessing online tools and resources to administer client questions and issues, working to resolve problems.

* Position can be based out of the following work locations: Seattle, WA, Phoenix, AZ, Denver, CO, Walnut Creek and Sherman Oaks, CA.

• 2+ years of experience in the insurance industry in sales or customer service.
• a self-motivated individual with the ability to work independently and provide timely results.
• a customer-focused individual who is solution oriented and deadline-driven.
• strong verbal and written communication skills (able to converse with our producers).
• strong organization and time management skills.
• ability to prioritize and change directions quickly.
• excellent Microsoft Office skills with the ability to adapt quickly to specific window based applications.
• working knowledge of Lotus Notes.
• obtaining License and Appointment designation through the state and Prudential is required.