Sales Enablement and Retention Assistant – Cigna Healthcare

Role Overview

The Sales Enablement & Retention Assistant role is a critical part of the sales operations team, providing essential administrative and customer engagement support to drive retention and conversion.

What You Will Do

Support the sales and retention functions through proactive outreach, document collection, CRM management, and administrative coordination.

Why It Might Be a Fit

The ideal candidate will be detail-oriented, organized, and comfortable communicating with customers and internal stakeholders.

Requirements

• 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.

Tagged as: CRM Administration