Sales Enablement & Retention Assistant Cigna

Key accountabilities:

POA/KYC Collection

• 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.

Contacting Old Opportunities

• 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.

Administrative Responsibilities

• Maintain accurate records of all lead interactions and updates.

• Schedule and coordinate call-backs and appointments for TMRs & account managers

• Support general administrative tasks including data entry, filing, and internal communications.

Additional Duties

• Generate and distribute regular reports on lead qualification activities, POA/KYC collection and outcomes.

• Collaborate with sales team members to improve processes

• Participate in training and development sessions to stay current with best practices and tools.

• Communicate regularly with sales and retention teams to ensure alignment and support.