The mission of a Sales Operations team is to ensure the Sales Agents, Sales Management, and Business teams all have what they need to efficiently complete insurance applications and other operational needs within our call centers. These tasks are widely varied from solving technical issues, to assisting with completing their annual Insurance Certifications, to updating agents’ profile to make sure they get the right calls for their skill level. This role is well suited for someone who likes a fast-paced environment, varied (but sometimes repetitive) tasks, who is driven by a desire to help others, enjoys investigating issues to find solutions, creative thinkers, and those who can stay cool, calm, and collected under pressure.

Key Responsibilities include:

Managing a constant stream of troubleshooting tickets
Researching, evaluating, and resolving technical issues
Collaborating closely with agents to ensure they have what they need to complete their daily tasks
Meeting 1:1 with agent(s) to provide or gather clarification in order to provide assistance
Ability to guide agents, and sales management, through a complicated annual certification process
Ability to review data to identify trends and issues
Collaborate with agents, sales management, and business teams to understand and complete end-to-end solutions for initiatives
Update agents’ profile and settings to match system and program requirements
If on-site position, collaborating with other teams to ensure a successful, safe, and fun call center environment.

What you need to be successful in the role:

Minimum of 2 years sales center experience
Understanding of call center metrics
Demonstrated problem solving ability with experience providing business insights and recommendations
Strong written and verbal communication skills
Ability to work independently to complete detailed tasks
Able to navigate multiple interfaces to manage day to day tasks
Well organized and high attention to detail
Note taking
Asks lots of questions
A profound sense of humor

What we would LOVE to see!

Demonstrated ability to succeed in a fast-paced environment
Previous sales experience

THE PERKS

Robust health & wellbeing package

Medical insurance with a choice of plan and carriers
Prescription drug coverage
Dental and vision coverage
HSA and FSA options
Emotional wellbeing program
Wellbeing dollars
Health advocacy program
Medical review services
Company-paid disability policies
Free membership to an on-site gym in our Raleigh office building

Work-life benefits

Generous paid time off + paid holidays
Additional paid time off for bereavement, family and medical leave, jury duty, and military leave
Parental and adoption leave
Virtual guided meditations
Virtual chair yoga sessions

Financial & retirement benefits

401(k) savings plan + match
Generous annual bonus and base salary assessment
Company-paid life insurance
Commuter account benefit
Adoption assistance program

Learning and development opportunities

Conference and training reimbursement
Employee development programs
Regular Lunch & Learns on a wide range of topics
Yearly team building events
Community service projects

Employee appreciation

All-you-can-eat snacks and a fully stocked fridge. Cerise Limón La Croix, anyone?
Frequent office events, happy hours and outings (Virtual for the time-being)
Office contests + fun prizes! Someone recently won a 5-day trip to any U.S. vacation resort of their choosing
An annual holiday party that you’ll still be talking about a year later (seriously)
Frequent company lunches catered by local restaurants
Massage chairs, fantasy football leagues, and more
Super cool swag (that you’ll actually want to wear)

THE PEOPLE

When you join the TRANZACT team, you’ll be joining a passionate group of people who strive for excellence, deliver on their commitments, and love to win.

Our culture is built on a simple concept: Be Real. That means saying what you mean and doing what you say. It means being yourself, being open to feedback, and having the courage to make tough decisions.

You’ll fit in here if:

You’re a naturally curious problem solver who is excited by new challenges
You aren’t afraid to take initiative and own it
You value inclusivity and belonging
You care deeply about your work and have a make it happen attitude
You’re a powerful communicator who loves sharing ideas
You believe in keeping it real and having fun at work

Sound like a good fit? We’d love to chat with you!

TRANZACT, a WTW Company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer / Disability / Veteran

WTW

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Sales Operations Manager

Sales Operations Manager

Sales Operations Manager