Bachelor's degree in sales and marketing or business management
4+ years in a management sales role with proven results
Expert in Microsoft Office skills
Excellent verbal and written communication skills
Strong relationship-building abilities with internal and external stakeholders
Advanced analytical and problem-solving skills
Proficient in staff optimization and team development
Responsibilities
Manage assigned staff to achieve departmental and individual goals
Oversee the open market quote and sales implementation process with brokers and carriers
Coordinate the Broker of Record (BOR) process
Schedule and conduct training for Benefits sales staff
Maintain supplies of sales presentation materials
Analyze customer shopping data to enhance sales strategies
Track quotas and goals for each sales team member
Benefits
Collaborative work environment with cross-departmental interaction
Opportunities for professional development and training
Access to industry insights and trends
Supportive leadership team focused on growth
Potential for career advancement within the organization
Full Job Description
Position Summary: The Benefit Sales Manager directly reports and supports the RVP, NVP, and SVP of Benefit Sales. Act as a liaison after the sale of benefits occurs and collect all documents from client to submit to the carrier. They are responsible for coordinating/working with the Broker of Record (BOR) during renewals to 90 days out. They manage the Q 7 A webpage and input current and recommended plans into the OM comparison spreadsheet when working directly with the carrier. KBA self-funded plan reinsurance contract assistance/project.
Duties and Responsibilities:
Effectively manage assigned staff in achieving departmental and individual goals
Oversee open market quote and sales implementation process with Broker partners and insurance carriers
Oversee Broker of Record (BOR) process
Coordinating training and scheduling for Benefits sales staff
Maintaining supplies of sales presentation materials, including slides and brochures
Analyzing customer shopping data to optimize sales efforts and better identify potential customers
Tracking the quotas and goals of each member of the sales team
Answering client questions regarding their account or sales products
Working with staff members from other departments such as marketing, research/design and financing to optimize sales.
Other duties as assigned
Skills/Abilities:
Expert in Microsoft Office skills
Excellent verbal and written communication skills
Ability to develop strong working relationships with various internal departments and external clients, brokers and vendors
Viewed as a subject matter expert on internal system and processes
Knowledge of trends and regulations in their specific industry
Excellent leadership and coaching abilities
Advanced analytical and problem-solving skills
Skilled in staff optimization and team development
Education and Experience:
Bachelor's degree in sales and marketing or business management
4+ years in Management sales role, with proven results
