Sales Support Associate, Group Insurance

AXA Raleigh , NC 27611

Posted 2 weeks ago

Sales Support Associate, Group Insurance

The Sales Support Associate, Group Insurance is responsible for supporting the AXA Employee Benefits Sales Executive (SE) team, including Life, Disability, Dental and Vision products. The Sales Support Associate coordinates the request for proposals (RFP) intake process for all sales activity and review RFP for data requirements and work directly with internal sales, external brokers and general agents for missing information, clarifications, etc. This position will also support Field Service.

Fundamental Components:

  • Set up sales opportunities utilizing the Quote & Proposal Tool and SalesForce, save all RFP materials to the SharePoint Site and prepare RFP for submission to underwriting/rating Team for all case sizes ensuring all necessary information has been provided.

  • Reviews incoming requests for strategic and capabilities match.

  • Work with Sales Executives for 100+ life RFP's to complete presale memo and strategy documents for submission to underwriting.

  • Provisioning Requests and Licensing and Appointment paperwork delivery on new brokers to AXA.

  • Coordination of requote requests between broker, SE and Rating Team/Underwriter.

  • Provide administrative support to SE and RVP team (kits, enrollments, benefit summaries).

  • Cultivate critical relationships (field sales/service, broker/consultant community/customer teams, local market and operations).

  • Assist in assessment of customer needs and expectations vs. capabilities/strategy.

  • Assist in development of new business sales strategies.

  • Develop and deliver proposal - may include some or all of the following: review proposals for accuracy, coordinate responses from all resources in support of proposal delivery, coordinate and or complete case underwriting and pricing components.

  • Post-sale activities to include the following: confirm and initiate sold case notification utilizing the sold case notification feature in SalesForce. Ensure licensing and appointment requirements are met, and appropriate plan designs are marked sold for assignment to implementation team.

Basic Qualifications:

  • 3+ years of customer service or sales support experience

Preferred Qualifications:

  • 1-2 years of experience with Group Insurance Underwriting, Sales, Support or Service

  • Knowledge of Life/Disability/Dental/Vision product portfolio

  • Ability to apply independent judgment

  • Proficient with Microsoft Office products

  • Excellent written and verbal communication skills

  • Ability to manage multiple priorities in a team environment


We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.

NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.

In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.



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