446 sales support specialist jobs found

Description Summary: The Senior Sales Support Specialist serves as a subject matter expert on HNB-IF Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer “complex” ownership structure and non-standard documentation requests.    The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters.   Duties & Responsibilities: Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements. Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely...

Description Summary: The Sales Support Specialist - Huntington Distribution Finance (HDF) administers the onboarding process for new dealer and manufacturer credit line requests.   Responsibilities are focused on contacting prospects to obtain required information and leading them through the entire onboarding cycle from application to activation. This process includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation. In addition to ensuring a satisfactory customer experience, the Specialist ensures accuracy of data in HDF's system of record. Duties & Responsibilities: Contact prospects in accordance with daily, weekly, and monthly targets. Validate and input account data within the system of record (Inventory Engine) to ensure accuracy. Ensure prospect applications and submitted application requirements are in accordance with...

Overview The Sales Support Specialist team brings a unique entry-level, inside sales opportunity to the AmTrust sales organization. This position requires an individual who is team-oriented with excellent interpersonal skills in order to effectively communicate with internal staff as well as our outside agents/brokers. Candidates must be outgoing, results-driven, and enjoy cultivating new relationships over the phone.   Responsibilities Identify quoted and incomplete submission opportunities Follow up on those quoted and incomplete submissions Cross-Sell other product lines, i.e. BOP, Auto, General Liability, Garage, CPP Track and record Follow Up/Cross Sell activities Work with agencies/brokers to identify new business opportunities Qualifications Highly self-motivated and competitive Team-oriented Open to development and coaching Strong interpersonal skills to...

Position Title Wealth Services Sales Support & Service Specialist   Location Sun City, AZ 85351-1075   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Position Title Wealth Services Sales Support & Service Specialist   Location Bellerose, NY 11426   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Position Title Wealth Sales Support & Service Specialist   Location Bellerose, NY 11426   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES Identifying,...

WTW is a leading global advisory, broking and solutions company that helps clients turn risk into a path for growth. With over 40,000 employees across 140+ countries, we design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital. The Role We are seeking a strategic and commercially focused Sales Operations Business Partner to support growth across Corporate Risk & Broking (CRB) North America. This role sits at the heart of the business, partnering with regional and specialty leaders, as well as producers, to drive decision-making, performance and growth outcomes. As part of a broader North America Sales Operations team, this role will align to a defined portfolio of regions, specialties and/or producers, working alongside peers with similar remits. The successful candidate will act as a trusted advisor—owning growth insight, shaping planning activities, and enabling leadership to make informed decisions that drive...

Job Title: Supervisor - Placement, Commercial – Small Location:  Florida (South) Reports To: Director of Placement        Summary:      The Supervisor, Placement, Commercial –Small reports to the Director of Placement and will serve as a direct contributor to the overall efficiency and optimization of our organization through development and deployment of all placement activities and projects. Scope:      This role is responsible for managing carrier placement team members and supporting Commercial – Small internal rating process with select insurance carriers; serve as a partner for North American Specialty (Wholesure) and International; liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure; facilitate out-bound marketing of select programs and surplus lines placement. This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing...

Job Description Job Title: Supervisor - Placement, Commercial – Small Location:  California -West Reports To: Director of Placement Summary:      The Supervisor, Placement, Commercial –Small reports to the Director of Placement and will serve as a direct contributor to the overall efficiency and optimization of our organization through development and deployment of all placement activities and projects.   Scope:      This role is responsible for managing carrier placement team members and supporting Commercial – Small internal rating process with select insurance carriers; serve as a partner for North American Specialty (Wholesure) and International; liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure; facilitate out-bound marketing of select programs and surplus lines placement.  This position is also responsible for carrying the organization’s reputation and professional manner of conducting...

Description Summary: The Business Banking Closing Specialist provides administrative support for the Sales Team and is responsible for the providing quality customer service through day to day interaction between Huntington and the client, coordinating the closing of Business Banking Loans. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. Duties and Responsibilities: Generate term sheets / commitment letters, communicate with customers, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect items required to clear conditions to close, and drive a deal toward closing. Provide administrative support for the Business Banking Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Direct Sales Agent Specialist is responsible for driving profitable growth by generating new business, cross-selling existing customers, and building lasting relationships. This role focuses on understanding customer needs, delivering tailored solutions, and maintaining a strong book of business. This role sells to local customers both in person and over the phone, while driving growth through community involvement, relationship building, and outside marketing efforts. If you are ready to start working in a fun & exciting environment  while making a difference, then apply to join our team...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Direct Sales Agent Specialist is responsible for driving profitable growth by generating new business, cross-selling existing customers, and building lasting relationships. This role focuses on understanding customer needs, delivering tailored solutions, and maintaining a strong book of business. This role sells to local customers both in person and over the phone, while driving growth through community involvement, relationship building, and outside marketing efforts. If you are ready to start working in a fun & exciting environment  while making a difference, then apply to join our team...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Direct Sales Agent Specialist is responsible for driving profitable growth by generating new business, cross-selling existing customers, and building lasting relationships. This role focuses on understanding customer needs, delivering tailored solutions, and maintaining a strong book of business. This role sells to local customers both in person and over the phone, while driving growth through community involvement, relationship building, and outside marketing efforts. If you are ready to start working in a fun & exciting environment while making a difference, then apply to join our team...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Direct Sales Agent Specialist is responsible for driving profitable growth by generating new business, cross-selling existing customers, and building lasting relationships. This role focuses on understanding customer needs, delivering tailored solutions, and maintaining a strong book of business. This role sells to local customers both in person and over the phone, while driving growth through community involvement, relationship building, and outside marketing efforts. If you are ready to start working in a fun & exciting environment  while making a difference, then apply to join our team...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! We're looking for a Lead Tax Accountant with 3-5 years of experience, preferably in a Big 4 public accounting firm, to join our team. This role offers the opportunity to work across both income and non-income taxes, partner directly with tax leadership, interact with taxing authorities, and help drive innovation through AI and technology-enabled solutions. What You'll Do  Support federal, state, local, and international tax audits and examinations.  Prepare, organize, and respond to documentation...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-KP1 #LI-Remote Job Description Summary JOB SUMMARY: Investigates, evaluates, and negotiates claims to a successful resolution in support of Freedom Specialty lines of business which include: Errors and Omissions, Directors and Officers, EPLI, and other specialty lines/risks. File inventory includes mostly litigated claims of high complexity and severity in terms of coverage and/or exposure. Associates at this level have high monetary authority....

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary   The RP Participant Experience Specialist would lead the strategy, execution, and continuous improvement of the retirement plan participant experience. In this role, you will partner with teams across Sales, Service, Product, Marketing, and Technology to identify opportunities that improve participant engagement, education, and retirement outcomes. You will serve as...

About The Institutes Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.   Additionally, we understand the importance of work-life balance—in 2026 Philly.com named us a Top Workplace for the eleventh year and USA Today named us a USA Top Workplace for the fourth year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.   Community Operations Specialist The Institutes’ RiskStream Collaborative is a large consortium operating in the P&C and L&A insurance industry, with some of the largest carriers,...

Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.  Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following...