Sales Enablement and Retention Assistant - Cigna Healthcare

Role Overview

Sales Enablement and Retention Assistant at Cigna Healthcare. This role provides essential administrative and customer engagement support to the sales operations team, driving retention and conversion through documentation handling, lead follow-ups, and CRM management.

Company Overview

Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. The organization guides customers through the health care system, empowering them with information and insight to make informed choices for improving health and vitality.

Role Purpose

Support the sales and retention functions through proactive outreach, document collection, CRM management, and administrative coordination. Enable the sales team to focus on high-value activities and customer interactions by ensuring smooth handling of documentation, lead follow-ups, and data accuracy.

Key Responsibilities

Documentation and Compliance

• 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.
• Accurately update customer and document information in the CRM system.

Risk Identification and Escalation

• Identify potential cancellation risks and escalate to the appropriate Account Manager.

Lead Engagement and Management

• 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.

Skills & Competencies

• Detail-oriented and organized.
• Comfortable communicating with customers and internal stakeholders.
• Proficiency with CRM systems.
• Email and telephone communication skills.