Lead Coordinator, Sales Support and Operations – Retirement Plans – Remote USA P

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Job Description
This position takes lead on support services to the Retirement Plans sales force to achieve sales objectives and drive revenue. Maintain positive relationships with internal and external contacts to achieve customer retention. As a subject matter expert regarding Retirement Plans products and programs, this role works independently, utilizing comprehensive knowledge to solve complex service issues, delegate tasks, or review products of other associates.

This position is remote (within the U.S.A.) and does not require regular in-office presence.

What you do:

• Lead service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information.
• Oversee processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams.
• Manage progress during the entire lifecycle of a case.
• Take lead on department projects or inquiries that are complex and deliver guidance and solutions.
• Identify and make recommendations to resolve procedural or system related problems.
• Train and review work products of new or entry level associates.
• Maintain a comprehensive understanding of various insurance products and their features and limitations.
• TPA (Third Party Administrator) strategist
  • Work with TPA advisory council on monthly communications.
  • Work on TPA campaigns.
  • Act as sales liaison with TPA services.
• National Accounts reporting
  • Maintain and produce monthly data reports for Broker Dealers.
  • Maintain and produce annual RFI (Request for Information) and due diligence reports.
  • Salesforce reporting.
• Regional Sales Coordinator support
  • Assist with PEP proposal processes.

What you bring:

• 4 years of overall experience required.
• 2 years of experience with retirement plans required.
• High school diploma or GED required.
• Demonstrated ability to perform administrative tasks with a high level of accuracy and attention to detail required.

What we offer:

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect — and things you don’t:
Ameritas Benefits
For your money:
* 401(k) Retirement Plan with company match and quarterly contribution.
* Tuition Reimbursement and Assistance.
* Incentive Program Bonuses.
* Competitive Pay.
For your time:
* Flexible Hybrid work.
* Thrive Days – Personal time off.
* Paid time off (PTO).
For your health and well-being:
* Health Benefits: Medical, Dental, Vision.
* Health Savings Account (HSA) with employer contribution.
* Well-being programs with financial rewards.
* Employee assistance program (EAP).
For your professional growth:
* Professional development programs.
* Leadership development programs.
* Employee resource groups.
* StrengthsFinder Program.
For your community:
* Matching donations program.
* Paid volunteer time- 8 hours per month.
For your family:
* Generous paid maternity leave and paternity leave.
* Fertility, surrogacy, and adoption assistance.
* Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.