Sales Assistant

Posted 10 Days Ago
Be an Early Applicant
Phoenix, AZ
50K-50K Annually
1-3 Years Experience
Insurance
The Role
Support the sales team in servicing independent brokers marketing the company’s products. Provide white-glove support, master the company's product portfolio, and facilitate critical processes. Perform data entry, paperwork reviews, and collaborate with various departments to advance the company.
Summary Generated by Built In

Let's change healthcare together!

At Optimyl Benefits, we're revolutionizing the healthcare landscape for small employers by providing accessible, high-quality, and easy-to-use healthcare plans. Drawing from deep experience working with small employers, Optimyl delivers plans crafted specifically for them, finding the "Optimyl" Balance.  Our mission is ambitious, and we're already making waves. Through our innovative solutions, we empower businesses to offer competitive benefits packages that improve the lives of their employees and their families. By joining our team, you'll have the opportunity to make a tangible impact while honing your skills alongside a supportive and talented group of professionals.

Overview

The sales assistant position will support the sales team in servicing independent brokers marketing the Company’s products, reporting to the Director of Sales Operations.  The role will facilitate critical processes throughout the entire new business flow on behalf of the Regional Sales Directors and Regional VPs.

Note - this is an in-office position.  

Responsibilities

  • Deliver white-glove support to broker partners through the quoting and underwriting process
  • Master Company’s product portfolio to best represent the Company in the marketplace and service the office
  • Provide feedback on the Company’s processes to make the office more efficient
  • Data entry of quoting and underwriting information
  • Efficiently deliver requested quotes accurately and by agreed-upon deadlines
  • Perform in-depth paperwork reviews to ensure documentation for prospective clients and work with RSDs, brokers, and customers to obtain necessary information.
  • Support a defined set of RSDs in a team environment
  • Work with other departments within the organization to advance the Company
  • Other duties as assigned

Skills and Qualifications

  • Proficient in Word, Excel, and PowerPoint
  • Self-motivated – ability to work successfully without ongoing supervision
  • Strong time management and organizational skills
  • Above-average attention to detail
  • Strong customer service skills
  • Strong communication and organizational skills
  • High School Graduate or GED
  • Fluent in English
  • Exposure to health insurance is a plus



Base Salary Range

$50,000$50,000 USD

Why Work at Optimyl?

At Optimyl Benefits, we're committed to providing affordable, high-quality, and easy-to-use healthcare plans for small employers. We're passionate about making a difference, and we're looking for talented individuals who share our vision. Here's why you should consider joining our team:

  1. Competitive Pay and Benefits: We offer a competitive salary and an attractive benefits package, including life insurance, vision, dental, and medical coverage, as well as a 401K plan with employer matching.

  2. Opportunities to Grow: We believe in nurturing talent and supporting our team members' professional development. At Optimyl, you'll have the chance to grow with the company and make a lasting impact on our mission.

  3. Collaborative Culture: Our work environment encourages collaboration and open communication. We value every team member's input and strive to create a culture without undue hierarchy, where everyone's voice is heard.

  4. Location Flexibility: We understand the importance of work-life balance and offer location flexibility to accommodate our team members' needs and preferences.

  5. Generous Leave Policies: Our employees enjoy 11 paid holidays per year, 15 days of paid vacation, and 8 days of paid sick leave. We believe that providing ample time off is essential for maintaining productivity and overall well-being.

At Optimyl Benefits, you'll be part of a dedicated team working towards a meaningful mission. We're driven by our passion for providing accessible and top-quality healthcare plans, and we're always on the lookout for talented individuals who share our vision. If you're ready to make a difference and grow with us, we'd love to have you on our team!


Optimyl Benefits is an equal opportunity employer. We are committed to creating a diverse and inclusive work environment, and we welcome and encourage applicants from all backgrounds, regardless of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

The Company
HQ: Milwaukee, Wisconsin
34 Employees
On-site Workplace

What We Do

Optimyl Benefits is changing the way small businesses experience their health insurance by using bold ideas, data-driven technology, and a laser focus on customer service.

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