Team Support Coordinator

Job Title: Sales Support Administrator

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 carriers 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 timeframes

• 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 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 Annuitys 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 candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HAS and 401(k) accounts paid-time-off benefits such as vacation sick personal floating holidays and company addition eligible annual bonuses equity and commissions may be available for some positions.

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HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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