Specialist II
Department:
Sales Operations
Typical Tenure for this Role:
2-3 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 II manages quoting and sales operations tasks at an advanced level. This individual leads testing and project initiatives, provides mentorship and training to team members, and conducts quality assurance reviews to ensure both accuracy and compliance across the team's output.
Key Skills & Competencies
The focus for this senior role is on project leadership, quality assurance, and advanced technical execution:
Project & Quality Leadership:
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Basic Project Management Skills: Possesses the foundational skills necessary to lead testing and smaller project initiatives.
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Mentorship & Training: Ability to provide mentorship and training to junior team members and conduct quality assurance reviews.
System Mastery & Execution:
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Quoting Proficiency: Maintaining proficiency in quoting for 6 states in Agent Web.
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System Fluency: Maintaining proficiency in the core policy systems: Polstar and Policy Pro.
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 maintained accuracy and project timely delivery:
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Quoting Accuracy: Maintaining 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
P & C (Property and Casualty) License is a significant advantage.
Guidelines for Promotion into this Role
Advancement requires demonstrated leadership and analytical capability:
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Leadership Qualities: Displays leadership qualities such as mentorship, guidance, and support to junior team members.
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Proactivity: Proactively seeks opportunities to take on additional responsibilities and contribute to team goals.
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Process Improvement: Actively participates in process improvement initiatives.
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Analytical Skill: Shows proficiency in analyzing problems and proposing effective solutions.
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Independence: Exhibits the ability to work independently and handle more complex tasks with minimal supervision.
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Collaboration: Demonstrates effective collaboration with other teams to achieve operational objectives.
Beyond this Role
Common Next Roles
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