Job SummaryThe Health Brokerage Manager is responsible for building and setting the sales strategy of the business' Health Insurance arm. They are responsible for increasing sales of Health insurance products through direct contact with all producers and wholesalers, and delegating sales objectives to team members. This position is responsible for both outgoing and inbound calls; dealing with product recommendations, sales support and closing sales. Ability to create strategies and action plans to identify and then maintain relationships with producers through follow up on product quotes, running illustrations, materials sent to write business, underwriting quotes and thank you calls for new business received. Identifying and resolving any potential issues and working with the appropriate people to resolve. Providing producers with support to solve complex problems in all areas.
Job Description- Utilizes knowledge of all company products to implement creative ways to market these products to producers using advanced marketing concepts.
- Responsible for partnering with our agents to support production.
- Manage the database and other tracking methods to track producer production levels on current and proposed sales activity.
- Create and maintain contact with producers through follow-up on product quotes, materials sent and thank you calls for new business received, including producer information.
- Provide producers with product information, quotations, illustrations and materials required to be licensed and/or write business.
- Identify and resolve any potential issues and work with the appropriate people to resolve.
- Provide producers with support and problem solving in all areas.
- Introduce producers to our value-added programs and their benefits.
- Utilizes a polished sales presence to help drive the sales process and credibility of the business. Promote and sell products and solutions by way of a consultative sales approach which includes but is not limited to positioning, product features, value add systems, continuing education programs, sales illustrations, and strength of brand.
- Acts as the carrier liaison on behalf of the team and agents. Making sure they proactively communicate changes on behalf of carriers to our internal and external customers.
- Maintaining carrier product details for the internal external customers.
- Supports team with underwriting carrier considerations, via quick quotes and fact finders.
- Other duties as assigned by leadership
Qualifications- Minimum of three (3) to five (5) years of experience in a sales support role and insurance industry.
- Associate degree preferred.
Knowledge, Skills, Abilities - Strong knowledge of the life and health insurance industry, markets and products.
- Understanding of both life and health insurance cycles to support the creation of sales strategies.
- Knowledge of pipeline tracking, review and execution planning.
- Strong verbal and written communication skills both internally and externally.
- Problem-solving and consultative skillsets.
- Customer-service-oriented with an ability to provide a white-glove service to Producers and clients.
- Ability to make prompt decisions with sound judgement independently as needed.
- Effective in a fast-paced team-driven environment.
- Strong collaborator and thought partner both internally and externally.
What AmeriLife OffersA comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
