Sales Support I

Sales Support I - Applications accepted through 03/26/25

United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products.  We achieve this by being a caring and trusted partner who delivers outstanding customer service. 

United heritage Life Insurance Company is seeking a highly motivated and energetic person to fill a Sales Support position at the Meridian, Idaho campus. This person will need to be comfortable working with agents on the phone providing excellent and expedient service. Must be conscientious, detail-oriented and have the ability to handle multiple priorities. The successful candidate will have a good understanding of Microsoft Office Suite and be proficient in Excel.

Job Summary

This position is primarily responsible for supporting all areas within the Marketing Department including Marketing personnel, agents, funeral home partners, and clients. 

Primary Responsibilities

• Communicate with and assist agents, funeral home partners and clients. 


• Identify customers’ needs, clarify information, research issues, and provide solutions and/or alternatives. 


• Process incoming mail, faxes, and emails. 


• Maintain external customer’s information such as: address, phone numbers, email, bank account information. 


• Distribute daily mail and emails to appropriate Marketing team member. 


• Schedule monthly sales meetings and provide the meeting minutes. 


• Assist with preparation of agent incentive conventions, meetings, and trips. 


• Assist agents with premium quotes, illustrations, and product information. 


• Assist with agent recruiting and appointment. 


• Maintain Marketing equipment and supply logs. Assist in updating and organizing marketing collateral. 


• Retrieve and distribute sales reports to intended recipients. 


• Scan documents for archives. 


• Distribute to funeral homes monthly and quarterly reports. 


• Assist Marketing team members with correspondence to external customers.


• Other duties as assigned.

Knowledge and Skill Requirements

• High School Diploma or equivalent (GED).  May require some job-related course work. 


• Excellent customer service skills. 


• Proficient in Microsoft Office Suite– Word, Outlook, PowerPoint, SharePoint, and intermediate competency in Excel.  


• Accounting or bookkeeping experience preferred. 


• Knowledge of insurance products. 


• Excellent verbal and written communication skills. 


• Excellent time management and organizational skills. 


• Conscientious, detail-oriented and ability to handle multiple priorities. 


• Displays a good-natured, cooperative attitude and is pleasant with others on the job. 


• Expressive of United Heritage Core Beliefs: “We Care, Relationships Matter, Do the Right Thing, Own It, Believe it’s Possible"
  

Working Conditions

This position is an in-office role.  May sit for long periods of time. Visual acuity to perform reading and computer functions.  

Workplace Culture and Benefits 

United Heritage Financial Group is an established and growing company. We offer a flexible work environment and pride ourselves on a culture of innovation and inclusion. Our company offers professional development, mentorship and opportunities to give back to the communities we serve. Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company paid disability, paid parental leave, a paid volunteer day, 11.5 paid holidays plus an additional floating holiday, and a generous PTO/vacation plan based on length of service with the company. Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend! United Heritage firmly believes in supporting employees and our community; we actively support local charitable agencies and make sustainability and social responsibility a priority.  

This position is eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience! 

All employees will be subject to a criminal and credit background check as a requirement of employment. 

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