POSITION PURPOSE:

The Sales & Agency Support Manager oversees agency functions and assists business development for sales and marketing.

ESSENTIAL FUNCTIONS:

Essential functions include the following.  Other duties may be assigned.

Leadership:

• • Provide administrative and general professional guidance.  Mentor and develop internal staff and direct reports as appropriate
  • Lead one-on-one meetings with direct reports, communicating information back and forth from direct reports to management
  • Monitor workload of direct reports and reallocate tasks and functions as needed
  • Establish periodic goals for reporting departments with guidance of supervisor; communicate goals and assist each direct report in setting individual goals
  • Create and deliver timely performance reviews for direct reports and assist in providing feedback to other managers in organization for their direct reports’ reviews
  • Assists Senior Management with various duties, projects, and initiatives as requested
  • Oversee process improvement initiatives and related administrative and operational functions
  • Incorporate department-specific feedback from client satisfaction surveys into department initiatives

Communication & Customer Service:

• Manage underwriting process for individual and group benefit plans, including gathering of initial data, submitting to carriers, follow-up requests for information, and obtaining quotes
• Communicate with applicants regarding significant personal health information to facilitate timely and thorough completion of applications. Audit application information received and proactively seeks additional data when needed
• Communicate with vendors to answer questions and gather additional data
• Collect quotes, analyze rates and options, and prepare presentation for licensed agent to present
• Manage renewal process for existing individual and group benefit plans, including communication of renewal information and providing consultative guidance to plan users
• Serve as primary point-of-contact with benefit vendors to investigate benefit enrollee issues or other internal staff questions
• Proactively follow up with prospects to assist in the close of the sale

Administrative Support:

• Gather required data from sales and/or prospects to create accurate proposals, and independently create written and electronic proposals and presentations
• Create, analyze, and report spreadsheets of statistical information related to sales, marketing and/or benefits underwriting
• Oversee organization and maintenance of sales and agency software, product catalogs, and files. Files correspondence and other records as needed
• Produce regularly scheduled sales and marketing reports
• Lead support of the sales process for accounts as requested

QUALIFICATION REQUIREMENTS:

EDUCATION and/or EXPERIENCE:

• Associate’s Degree required, preferably in business, sales, insurance; or an equivalent combination of education and experience
• 5 years of experience in a team sales environment, insurance agency, or related position

LANGUAGE SKILLS:

• Ability to effectively communicate (oral and written) with both internal and external customers

CERTIFICATES, LICENSES, REGISTRATIONS:

• Must have a valid U.S. driver’s license and proof of insurance
• Active life and health license required

TECHNICAL/COMPUTER SKILLS:

• Moderate to advanced experience with Microsoft Office, including Outlook, Word, Excel and PowerPoint
• Ability and willingness to effectively use other job-related technology tools for communication and screen-sharing when needed
• Documentation scanning

OTHER SKILLS and ABILITIES:

• Above average attention to detail necessary to ensure all paperwork processed is complete, accurate and compliant with applicable policies and procedures
• Excellent phone etiquette
• Excellent verbal and written communication skills. Possess exceptional interpersonal communication skills
• Able to work with minimum supervision
• Strong customer service skills and customer-oriented approach to job performance
• Organizational skills are critical
• Conflict and relationship management skills are required
• Ability to work on multiple projects simultaneously with frequent interruptions