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
