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Employee Benefits Sales Manager
The StandardManager of Employee Benefits Sales Analysts drives sales execution and performance with a focus on customer impact. Leading a team of Sales Analysts to enhance client relationships and improve sales metrics.
About the role
Key responsibilities & impact- The Manager, EB Sales Analyst is a strategic and people-focused leader responsible for driving sales execution, team performance, and profitable growth.
- This role leads a team of Sales Analysts who support producers, customers, and internal partners by coordinating the delivery of products and services, strengthening client and producer relationships, and helping position new business competitively.
- Coach to effective and productive relationship management and collaboration with producers, customers, service managers, RSVPs, sales reps & sales managers, home office and field office relationships; inclusive of data sharing and expectation setting.
- Educate and develop team on proper consulting on pricing and product promotions.
- Plan and organize training on systems and tools for sales teams.
- Lead team huddles.
- Identify and partner with team on individual and unique development opportunities, both professional and job specific.
- Create a performance based, incented workforce by analyzing, evaluating, and leading the team toward meeting sales metrics goals (growth and profitability), and performance goals specific to True Group opportunities and sold cases.
- Develop reporting and analytics that support planning and forecasting as to adhere to established guidelines for customer responsiveness and work timeliness and accuracy.
- Audit and monitor individual and team results regularly; redirect strategies as needed to meet financial objectives for profit and growth.
- Manage team workload/capacity and lead effective processes inclusive of new and inforce competitive proposals, customer desired plan designs, product options and census requirements as well as the coordination of sold case transition for non-credible cases.
Requirements
What you’ll need- Extensive understanding of sales processes and department functions.
- Broad understanding of insurance contracts, statutes, tax regulations, underwriting guidelines, all products including statutory insurance coverages, DBL, TDB, and PFML.
- Ability to coach and develop team in regard to the following: summarize or paraphrase contract language, reports and other complex subjects using language that is consumable and understood by the customer in both written and verbal form; effective negotiation skills; independent decision-making ability; excellent interpersonal, time management and organizational skills; adaptability to changing priorities; exceptional collaborative aptitude and customer advocacy; demonstrated proficiency in writing, basic Excel and math skills.
- Ability to effectively collaborate with multiple sales managers in various offices within the region.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales processesinsurance contractstax regulationsunderwriting guidelinesstatutory insurance coveragesDBLTDBPFMLreporting and analyticsExcel
Soft Skills
coachingnegotiationindependent decision-makinginterpersonal skillstime managementorganizational skillsadaptabilitycollaborationcustomer advocacycommunication