Benefit Sales Coordination Manager - GA - On Site
About The Position
The Benefit Sales Coordination Manager supports the RVP, NVP, and SVP of Benefit Sales and serves as a liaison after benefits are sold. The role collects client documents for submission to carriers and coordinates with the Broker of Record (BOR) during renewals up to 90 days in advance. It also manages the Q 7 A webpage, enters current and recommended plans into the OM comparison spreadsheet while working with carriers, and provides assistance on the KBA self-funded plan reinsurance contract project. The position oversees sales coordination and implementation processes, manages assigned staff, and works with internal departments, brokers, clients, vendors, and insurance carriers to support departmental and individual goals.
Requirements
- Bachelor’s degree in sales and marketing or business management.
- At least 4 years of experience in a sales management role, with proven results.
- Expert Microsoft Office skills.
- Excellent verbal and written communication skills.
- Ability to develop strong working relationships with internal departments and external clients, brokers, and vendors.
- Ability to serve as a subject matter expert on internal systems and processes.
- Knowledge of trends and regulations in the relevant industry.
- Excellent leadership and coaching abilities.
- Advanced analytical and problem-solving skills.
- Skill in staff optimization and team development.
Responsibilities
- Manage assigned staff to achieve departmental and individual goals.
- Oversee the open-market quoting and sales implementation process with broker partners and insurance carriers.
- Oversee the Broker of Record (BOR) process and coordinate with BORs during renewals up to 90 days in advance.
- Collect client documents after a benefits sale and submit them to the carrier.
- Manage the Q 7 A webpage and enter current and recommended plans into the OM comparison spreadsheet while working with carriers.
- Assist with the KBA self-funded plan reinsurance contract project.
- Coordinate training and scheduling for Benefits sales staff.
- Maintain supplies of sales presentation materials, including slides and brochures.
- Analyze customer shopping data to optimize sales efforts and identify potential customers.
- Track sales team members’ quotas and goals.
- Answer client questions about their accounts or sales products.
- Work with marketing, research/design, financing, and other departments to optimize sales.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
