Agency Sales Operations Supervisor

AAA • Los Angeles, CA

10d

About The Position

Agency Sales Operations Supervisor Oversee the daily operation of sales operations functions and analysts, including sales reporting, budgeting, ad-hoc analysis, incentive calculations, compliance, and other projects in support of the business unit. Ensure efficiency, accuracy, and compliance with guidelines and business processes. Conduct analysis, develop and maintain dashboards and reports to track sales performance, results, and key performance indicators so executives and sales management can make informed business decisions in pursuit of production goal attainment and the satisfaction of compliance and procedural objectives. Ensure data integrity and lead data enrichment initiatives. Responsible for all aspects of calculating compensation for sales agents, sales management, and other sales business unit employees on incentive or commission plans. Analyze compensation plan results and identify areas of concern or opportunity for improved alignment with organizational objectives and budgeted compensation spend. Responsible for budgeting and reconciliation, forecasting, cost/benefit analyses, as well as goal setting and allocation for the business unit. Analyze profitability and make ongoing recommendations to ensure profitability targets are met. Collaborate with sales leadership to implement sales strategies, planning, and goal setting in support of the organization's objectives. Participate in projects and coordinate with cross-functional teams to support initiatives, system enhancements, compensation changes, and compliance items. Ensure compliance with legal, regulatory, and organization requirements for the sales unit. Duties may include: performing quarterly licensing and file compliance audits for agents and sales management, researching and responding to audits, keeping up-to-date with changes in insurance regulations and industry best practices, collaborating with compliance officers to implement necessary changes and updates to maintain a high standard of compliance in the department. Facilitate and plan business unit events and meetings, training sessions, and provide off-site assistance as needed.

Requirements

• Bachelors Business Administration/Management Required
• 4-6 years Insurance sales/operations Required
• Comprehensive understanding of insurance, practices, procedures, regulatory and compliance standards.
• General organizational and time management skills, as well as the ability to multitask and meet project deadlines.
• Analytical skills, including proven ability to accurately compile, analyze, and provide reporting for large quantities of complex data required.
• Proficiency in all Microsoft Office software products is required.
• Excellent professional verbal and written communication skills.
• Willingness to work in a fast-paced, challenging, and team-oriented environment.
• Ability to delegate and oversee projects and assignments to other employees.
• Ability to qualify for a Property & Casualty and Life Insurance Licenses.

Nice To Haves

• 1-3 years Supervisory Preferred
• Knowledge of business specific ACE applications such as Salesforce, FIRM, SMART, MRM Portal, Business Objects, and insurance systems preferred.

Responsibilities

• Oversee the daily operation of sales operations functions and analysts.
• Ensure efficiency, accuracy, and compliance with guidelines and business processes.
• Conduct analysis, develop and maintain dashboards and reports to track sales performance.
• Ensure data integrity and lead data enrichment initiatives.
• Responsible for all aspects of calculating compensation for sales agents, sales management, and other sales business unit employees on incentive or commission plans.
• Analyze compensation plan results and identify areas of concern or opportunity for improved alignment with organizational objectives and budgeted compensation spend.
• Responsible for budgeting and reconciliation, forecasting, cost/benefit analyses, as well as goal setting and allocation for the business unit.
• Analyze profitability and make ongoing recommendations to ensure profitability targets are met.
• Collaborate with sales leadership to implement sales strategies, planning, and goal setting in support of the organization's objectives.
• Participate in projects and coordinate with cross-functional teams to support initiatives, system enhancements, compensation changes, and compliance items.
• Ensure compliance with legal, regulatory, and organization requirements for the sales unit.
• Facilitate and plan business unit events and meetings, training sessions, and provide off-site assistance as needed.

Benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 101-250 employees