Sales Enablement and Retention Assistant - Cigna Healthcare
Role Overview
The Sales Enablement & Retention Assistant is a critical part of the sales operations team, providing essential administrative and customer engagement support to drive retention and conversion.
The role ensures smooth handling of documentation, lead follow-ups, and CRM updates, enabling the sales team to focus on high-value activities and customer interactions.
Key Skills for This Role
Full Job Posting
Overview
The Sales Enablement & Retention Assistant is a critical part of the sales operations team, providing essential administrative and customer engagement support to drive retention and conversion.
The role ensures smooth handling of documentation, lead follow-ups, and CRM updates, enabling the sales team to focus on high-value activities and customer interactions.
Key Accountabilities
- Proactively call and email assigned KYC and POA cases to obtain up-to-date documentation within specified timeframes.
- Validate and assess the acceptability of submitted documents.
- Identify potential cancellation risks and escalate to the appropriate Account Manager.
- Accurately update customer and document information in the CRM system.
- Reconnect with previous leads via email or call to assess renewed interest.
- Update lead status and details in the CRM system.
- Flag re-engaged leads for follow-up by the sales team.
Candidate Profile
- Detail-oriented, organized, and comfortable communicating with customers and internal stakeholders.
- Plays a key role in maintaining data accuracy, improving lead conversion, and supporting overall efficiency of the sales process.
About Cigna Healthcare
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life.
Guides customers through the health care system, empowering them with information and insight to make the best choices for improving their health and vitality.
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