Team Support Coordinator

Job Title:

Team Support Coordinator

Job Purpose:

Provide administrative and sales support to the various departments within SPG Life and Annuity.

Firm Overview:

SPG Life and Annuity is an insurance brokerage general agency working with financial advisors across the country to provide solutions that protect their clients' families and businesses. The financial services products we work with are Annuities, Life Insurance and Long-Term Care/Linked Benefit.

Duties include but may not be limited to the following:

* Screen, log, assess, and direct incoming mail to appropriate recipients

* Update Agency Management system for various tasks, status, client requests, and resolution of issues.

* Coordinate and prepare insurance and annuity policies

* Respond to the client and producer inquiries in a timely and accurate fashion and provide frequent proactive updates as agreed.

* Communicate directly with customers by telephone and electronically

* Have a comprehensive understanding of each life insurance carrier's policy service processes and procedures

* Work with team members or manager to resolve more complex inquiries

* Develop relationship with internal sales advisor to ensure appropriate service is provided to top producers

* Assists departments as directed by management or senior members of team

* Update Paperclip imaging folder/documents

* Fulfill general sales support requests including illustrations and appropriate marketing materials

* Document all relevant sales activity in our CRM to reflect new opportunities, current status, next steps and target dates.

* Maintain various reference materials, product lists, insurance carrier contacts and producer lists

* Participate in various sales campaigns to enhance and grow our sales programs

Skills/Key Competencies

* Proficient in Microsoft Office:
Word, Excel, Outlook

* Can prioritize workflow and understand urgency

* Must have attention to detail, is highly organized and understand its importance

* Experience working with data; entering, extracting and analysis

* Multi-tasking - working on various assignments simultaneously

* Is able to meet deadlines within tight time frames

* Must be a self-starter and enjoy working in a team environment

* Excellent communication and telephone skills are required; both verbally and written

* Understands the need for change and is flexible when needed.

Position Type/Expected Hours of Work

* This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to 5:00pm with a 30-minute unpaid break for lunch and two paid 15-minute breaks.

Equal Employment Opportunity Statement

SPG Life and Annuity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, SPG Life and Annuity complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

SPG Life and Annuity expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of SPG Life and Annuity's employees to perform their job duties may result in discipline up to and including discharge.

Other Duties

The above information describes the general nature and level of work performed by employees in this position. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications of employees so classified.

Salary Transparency:

The expected salary range for this position is $25 to $27/hr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and…