Sales Support Specialist II

Sales Support Specialist II

We're Looking for an experienced Sales Support Specialist II!

About the Company: Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you'll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement.

We're proud to have been recognized as one of the best in the business:

• Named to Ward's 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram's Top 100 Private Companies in the Kansas City area in 2024

About the Role: As a Sales Support Specialist II you will serve as an important individual contributor to the Operations Team at Security Benefit. You will research and analyze problems and escalations to determine accurate and prompt resolution of issues, relay necessary information and status updates, address general inquiries, and provide issues resolution. Additionally, this position may provide dedicated onboarding support by delivering personalized services for book rolls and blocks of business.

The Sales Support Specialist II reports to the Operations Team Lead and is based in our home office in Topeka, Kansas. SB associates work in a hybrid environment with both remote and on-site work.

• Partner with Sales associates to ensure service and administrative problems are identified and expeditiously resolved; serve as administration and operations subject matter expert (SME)
• Provide superior "concierge service" support and assistance as the liaison between sales associates/financial representatives and internal departments for identified representatives/relationships
• Monitor and track contracts through the sales cycle for high valued and re-activated producers
• Communicate Security Benefit contract workflow processes with Sales associates and serve as SME for administrative and operational support
• Research pending contract issues including reviewing contracts to ensure they are in good order, following up with LOA paperwork, and checking processing for any potential contracts not in good order (NIGO)
• Provide weekly reporting of Submitted, Received, and Pending contracts to high-profile advisors
• Deliver solutions to resolve emerging service gaps and advise constituents on trends and corresponding solutions
• Partner with service and administrative associates to provide the highest level of support to sales professionals
• Identify, develop, and execute continuous improvement opportunities

What We're Looking For:

• 24 years of experience in a Service or Administration environment; project management or client services experience preferred
• Bachelor's Degree in Business or a related field preferred
• Financial and investment management industry experience
• Ability to work independently with strong initiative, motivation, and excellent follow-through
• Strong customer service and relationship-building skills; ability to interact positively with all levels of staff and management
• Willingness to develop a broad understanding of products, services, policies, procedures, regulations, and laws
• Team player who enjoys collaboration and can facilitate the resolution of issues
• Strong problem-solving and analytical skills
• Effective written, oral, and interpersonal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to handle multiple priorities

Why Choose Security Benefit? When you join our team, you're not just getting a paycheck you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as a full-time Security Benefit associate:

• Competitive salary and annual incentive bonuses to reward your contributions.
• 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
• Paid parental leave after 90 days of service.
• Comprehensive medical, dental & vision insurance.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and Long-Term Disability Insurance to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.

Ready to Make an Impact? Apply today by visiting our career page to submit your resume. We're excited to meet you!

Security Benefit is an Equal Opportunity Employer.