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Sales Operations Support
Ref No.: 18-07085
Location: San Ramon, California
NTT DATA, Inc., a top 10 global IT services company, has an immediate need for a Sales Support/ Sales Operations Support in San Ramon, CA
To apply for this position, please follow the link below or send your resume directly to For more information please call Melissa Torrisi at
Contract Opening
6+ months
Sales Ops Support 

Primary function of the job is to rate new business accounts for our agency partners in our online platform including coordination of underwriting referrals. 
  • In addition, this person would work closely with the Territory Sales Leader, Underwriting and our Local Leadership Team to meet agency needs and support internal workflow.
  • This job will include face-to-face agency visits as well as telephonic meetings.
  • Responsible for resolving any system issues by working closely with our Help Desk. 
  • Responsible for managing assigned work, and does not manage others.  
  • Individual should be familiar with Acord Forms (industry standard application) and if information is not provided, be able to effectively communicate to the agency, what relevant information is needed to complete entry. 
  • Provide Proposals to agents on accounts the individual inputs on our system.
  • Educate agency personnel on navigating  online platform. 
  • General business unit product lines knowledge.
  • Knowledge of sales support processes, procedures and workflow.
  • Will train so that this individual will have proficiency on Chubb's online rating platform.
  • Works well individually, and self-motivated to complete tasks by need-by dates. 
  • Manages relationships internally with sales and underwriting and also externally with agency business partners. 
  • Maintains good records.
  • Some business travel may be required.  (local travel within 30 miles radius of Dallas and if in NY travel within the NY region, CA northern CA with a concentration in the San Francisco Bay area, Charlotte based with the ability to travel to North and South Carolina) reimbursement of mileage
  • Responsible for Monthly review of activities.
  • Needs to have understanding of Salesforce, Outlook and Excel. 
  • Insurance/Underwriting experience -3 years a must have
  • Basic understanding of small commercial underwriting strategies.
  • Demonstrates strong problem solving
  • Excellent time management and organizational skills
  • Demonstrate attention to detail to ensure accuracy
  • Excellent written communication skills.
  • Demonstrate the ability to work independently
  • Flexibility to prioritize assigned work
  • Demonstrates strong working knowledge of Microsoft Excel, Word and Outlook (Intermediate skill level)
  • Training will be provided for learning Salesforce and internal systems
  • Demonstrate telephone etiquette
NTT DATA Services is a leading IT services provider and global innovation partner with 130,000 professionals based in over 50 countries. NTT DATA recently acquired Dell Services. NTT DATA Services emphasizes long-term commitment and combines global reach and local intimacy to provide premier professional services, including consulting, application services, business process, IT outsourcing, and cloud-based solutions. We are a part of NTT Group, one of the world's largest technology services companies, generating more than $100 billion in annual revenues and partner to 80% of the Fortune 100. Visit to learn how our consultants, projects, managed services, and outsourcing engagements deliver value for a wide range of businesses and government agencies.
The Company is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. The Company will consider all qualified applicants for employment without regard to race, color, religious creed, citizenship, national origin, ancestry, age, sex, sexual orientation, genetic information, physical or mental disability, veteran or marital status, or any other class protected by law. To comply with applicable laws ensuring equal employment opportunities to qualified individuals with a disability, the Company will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant or an employee unless undue hardship to the Company would result.