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National Sales Specialist
Lincoln Financial Group
Dover, NH, United States
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THE ROLE
As a National Sales Specialist within the Group Benefits Distribution Operations team, you will be responsible for the timely and accurate execution of quote submission and pre-qualification of new business for prospects from 25 to 99 lives along with our National prospect base from 5000 lives and up. This position will perform and deliver on routine and non-routine assignments and projects in support of the Sales and Account Management teams.
DUTIES AND RESPONSIBILITIES
• Supports quote intake on behalf of sales which includes review of quote information against specific criteria, ensuring the collection of essential information necessary for quote and making quote decisions when applicable
• Calculates and formats census data for input into the Quote Engine System.
• Communicates and obtains from brokers any needed information such as rate verification, experience, census and other missing materials.
• Communicates and provides a diverse range of information to brokers and clients on LFG service model, policies and procedures.
• Communicates with multiple business areas demonstrating flexibility and responsiveness to deliver on customer needs.
• Develops a comprehensive understanding of product information and guidelines to support brokers with general questions.
• Follows up and confers with internal stakeholders to support marketing representatives.
• Prequalifies potential new business by reviewing and entering information on appropriate system and reviewing underwriting guidelines while maintaining accuracy and quality.
• Processes increasingly complex quotes and provides brokers with proposals after applying appropriate quoting parameters, pricing and discounting in accordance with established procedures and guidelines.
• Assists with account management support as needed or requested by manager.
• Provides customer service at every touchpoint when greeting and interacting with internal and external customers in person, email and via the telephone in a professional courteous and helpful manner.
• Reviews request for quotes and other pertinent materials submitted by brokers for completeness and accuracy.
• Performs and delivers on routine assignments/projects for his/her assigned area(s) of responsibility.
• Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility.
• Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Meets or exceeds departmental quality and service standards.
• Works overtime as needed.
• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
• Makes routine and non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures and guidelines.
• Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.
• Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.
ADDITIONAL POSITION RESPONSIBILITIES
• Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
• Remains current in profession and industry trends.
• Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
• Performs other duties as required.
EDUCATION AND EXPERIENCE
• High School or GED (Minimum Required)
• 2 - 3 Years Experience working in a sales or customer service environment. (Required)
TRAVEL REQUIREMENTS
• Travel Type: Regional Domestic
• Travel Amount: up to 10%