National Accounts Sales Operations Consultant - American Heritage

The Standard has completed the acquisition of the Employer Voluntary Benefits business from Allstate. This deal enhances our competitive position in the market with a comprehensive offering of workplace benefits products and capabilities. 

Job Summary 

Our Voluntary Benefits Division is growing!  The National Accounts Sales Operations Consultant position is a dynamic role that combines elements of sales and marketing coordination, data analysis, reporting, and project management. The ideal candidate will be a versatile and strategic team player who can effectively manage cross-functional projects, optimize sales support processes, and drive data-driven insights to enhance organizational performance.  This role will exhibit strong understanding of core business processes and take ownership of the position through self-motivation and continuous learning.  This position contributes to specific projects within the department and prepares work for approval by others.  You will adapt communication techniques to audience members, regardless of the positions of those members. In this position, you should feel comfortable identifying, understanding, and resolving complex problems within your own work area. 

• Support efforts to ensure reports are consistent and data integrity is kept. Support the development of reporting dashboards. 

• Support the creation and maintenance of metrics and reporting across the Sales team. 

• Co-business owner for Business Continuity Planning and execution. 

• Understand diverse customer base and customize approach for multiple customer types (agent, broker, strategic business partners, employers, policyholder, and national sales leaders). 

• Provide expertise and project/process management. Provide input on resource needs including skills and education requirements (when leading project teams). 

• Assist in developing materials for use in sales, marketing and client meetings. 

• Implement capabilities to improve visibility into organizational performance and improvement. Provide written and oral communication of highly specialized terms and data and can present to others. 

• Develop and influence a cross-organizational culture around continuous improvement. Actively seek to connect resources across departments to share expertise. 

• Assist with Proposals

• Partner with Sales Support leaders to identify and implement sales support improvement initiatives from conception, through funding, prioritization, implementation, and measure. Measure results through improvements in cost and quality. Drive improved visibility into key sales support metrics around cost and performance. Develop and recommend new techniques to support innovative solutions. 

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* The ability to work remotely is a requirement of the role. * 

* Prior experience in a sales support/coordination role is a requirement of the role. * 

Skills and Background You’ll Need 

• EDUCATION: Bachelor’s degree preferred. 

• EXPERIENCE: Minimum 2+ years of experience in a sales support/coordination role required. 4+ years of experience preferred.  

• Prior administrative, project management, and proposal analysis experience preferred. 

• Prior background working in the insurance industry preferred. 

• Travel: Ability to participate in up to four onsite meetings annually, within the US. 

Key Behaviors of a Successful Candidate 

• Adaptability - Demonstrates willingness to try new and innovative processes and approaches. 

• Customer Focus - Performs necessary duties consistently and reliably to meet customer expectations. 

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