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Sales Coordinator Specialist - Group Protection

Coordinate and complete accurate RFPs for group insurance cases with sales and underwriting teams.
Detroit, Michigan, United States
Junior
$53,500 – 96,300 USD / year
1 week ago
Lincoln Financial

Lincoln Financial

A financial services firm offering life insurance, annuities, retirement plan services, and group protection.

3 Similar Jobs at Lincoln Financial

Sales Coordinator Specialist - Group Protection

We are excited to bring on a Sales Coordinator Specialist to join our Group Protection Distribution Team supporting Workplace Solutions in our Detroit, MI office.

The Group Protection Distribution Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally while working in this fast-paced environment.

As a Sales Coordinator for Group Benefits, you will be responsible building and maintaining business relationships with sales representatives and brokers to provide request for proposals (RFPs) for both sold and potential cases. You will work with Underwriting and the Sales team within your assigned territory to provide accurate, time sensitive information as requested. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases for groups by partnering directly with your Sales Rep, Underwriter, and broker.

You will influence market growth with RFP accuracy and exceptional sold case submissions by being knowledgeable and thorough with daily activities.

You will capitalize on growth through inforce block maintenance by targeting specific growth opportunities and influencing persistency within the inforce block in the regional segment.

You will build trusting relationships with our internal and external partners to maintain a valuable marketplace presence and uphold our commitment to the customer.

You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Must-have experience (Required):

  • High School Diploma or GED
  • 1 - 3+ Years' experience in a sales environment, with preference to general insurance background
  • Resident State Life & Health Certifications upon hire
  • Ability to build and maintain strong relationships
  • Ability to communicate effectively (verbal/written)
  • Strong organizational skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice-to have Experience (Preferred):

  • Ability to work in a fast-paced environment with the ability to adapt as needed.

Travel Requirements

  • Up to 25%
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Sales Coordinator Specialist - Group Protection
Detroit, Michigan, United States
$53,500 – 96,300 USD / year
Sales
About Lincoln Financial
A financial services firm offering life insurance, annuities, retirement plan services, and group protection.