Sales Enablement and Retention Assistant - Cigna Healthcare
Core
Providing administrative and customer engagement support to drive retention and conversion for the sales team.
Role type
Sales Enablement and Retention Assistant
Builds
Documentation, lead follow-ups, and CRM updates
Domain
Healthcare / Insurance
Deliverable
dashboards & analysis
Required skills
Proactive outreach, document validation, CRM management, risk identification, data accuracy
Responsibilities
Proactively call and email assigned KYC and POA cases to obtain documentation; Validate and assess submitted documents; Identify potential cancellation risks and escalate to Account Managers; Update customer and document information in the CRM system; Reconnect with previous leads via email or call; Update lead status and details in the CRM system