Benefit Sales Manager

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

 

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