Wellabe

Supply Chain

• Responsible for executing the organization's distribution of product information and strategies
• Cultivating relationships, developing and facilitating trainings, growing the business, and driving sales with assigned distribution channel(s) and/or key accounts nationally
• Serves as the primary contact for assigned relationships
• Effectively strategize, cultivate, and manage external relationships
• Develop retention and growth plans, analyze reports, execute sales plans with partners, and identify business opportunities and market trends
• Ensure high-quality service and issue resolution to retain current clients
• Provide training to distributors and cross-functional teams in areas of sales techniques, release of new products and agent recruiting/retention activities
• Ensure partners follow the organizations policies and states laws along with ethical sales practices
• Collaborate, mentor, and support team members by providing coaching, joint work, and educational opportunities
• Primary work is 60% travel between January and September

National Sales Distribution Manager

Customer Success Manager

• Receive calls, respond to workflows and chat to answers basic to moderately complex questions from policyholders, medical providers, and sales agents on life, preneed, or health (such as Medicare supplement, dental, vision, hearing, Hospital Indemnity & Ancillary Products) policies such as claims, benefits, and premiums while protecting privacy as outlined by state and federal regulations.
• Receive and process basic to moderately complex changes such as premium refunds, deductible changes, co-insurance changes, network changes, refunds premiums, reconciliation, balancing, removing dependents, standard terminations and other related items.
• Document all aspects of customer claims to ensure file has all information required to fulfill policyholder and/or provider requests.
• Occasionally research systems, websites, and work with internal departments to accurately follow-up with and resolve basic to moderately complex policyholder and provider complaints and concerns, escalating issues appropriately to more experienced peers to resolve more complex issues and assisting peers through chat lines as needed.
• Plan, coordinate, and execute basic to moderately complex projects to support the business.
• Train, mentor, support, and develop less experienced customer success representatives by providing advice, coaching and educational opportunities.

National Sales Distribution Manager

Customer Success Specialist