Specialist I
Department:
Sales Operations
Typical Tenure for this Role:
1-2 years
This is a merit-based promotion recognizing sustained high performance and mastery of current role competencies. Advancement is granted via Manager nomination and review, rather than a competitive application process.
Role Overview
Role Description
The Sales Operations Specialist I consistently meets or exceeds the responsibilities of the prior role. This individual acts as a resource for peers for questions and training, handles more complex tasks, and proficiently troubleshoots operational issues. Specialists I take on responsibilities as part of a project team and actively collaborate with cross-functional teams to problem-solve and enhance sales support processes.
Key Skills & Competencies
The focus for this role is on system mastery, increased accuracy, and team support:
Technical Mastery & Accuracy:
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Quoting Proficiency: Proficient in quoting for 6 states using the Agent Web platform.
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System Fluency: Proficient in using the core policy systems: Polstar and Policy Pro.
Team Support & Collaboration:
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Mentorship/Resource: Ability to act as a go-to resource for peers for questions, training, and troubleshooting operational issues.
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Project Contribution: Capable of collaborating with other teams to solve problems and contribute effectively as part of a project team.
Foundational Skills (Maintained):
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Accuracy & Organization: Maintaining a Detail-Oriented focus and Strong organizational skills.
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Software Proficiency: Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
KPIs
Performance is measured by increased accuracy and project timeliness:
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Quoting Accuracy: Achieving 95% quote accuracy or higher.
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Project Timeliness: Consistently meeting imposed deadlines on Sales Ops project work.
Role Development
Learning and Development
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System Certification: Required to demonstrate proficiency in Quoting for 6 states in Agent Web, Polstar, and Policy Pro.
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P & C (Property and Casualty) License is an advantage.
Guidelines for Promotion into this Role
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Performance: Consistently meets or exceeds expectations in completing assigned tasks and responsibilities.
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Learning Agility: Ability to learn new skills and processes quickly.
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Proactivity: Proactively seeks opportunities to take on additional responsibilities and contribute to team goals.
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Collaboration: Demonstrates effective collaboration and communication skills within the team and across departments.
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System Mastery: Demonstrated Mastery of necessary systems.
Beyond this Role
Common Next Roles
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