Benefit Sales Coordination Manager - GA - On Site

Vensure Employer Solutions•Duluth, GA

2d•Onsite

About The Position

The Benefit Sales Coordination Manager supports the RVP, NVP, and SVP of Benefit Sales and directly reports to them. The role serves as a liaison after benefits are sold, collecting client documents for submission to the carrier and coordinating with the Broker of Record (BOR) during renewals, beginning up to 90 days in advance. The position also manages the Q 7 A webpage, enters current and recommended plans into the OM comparison spreadsheet while working directly with the carrier, and assists with the KBA self-funded plan reinsurance contract project.

Requirements

Bachelor's degree in sales and marketing or business management.
At least 4 years of experience in a management sales 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.
Knowledge of industry trends and regulations.
Excellent leadership and coaching abilities.
Advanced analytical and problem-solving skills.
Skill in staff optimization and team development.

Responsibilities

Effectively manage assigned staff to achieve departmental and individual goals.
Oversee the open-market quote and sales implementation process with broker partners and insurance carriers.
Oversee the Broker of Record (BOR) process.
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 quotas and goals for each sales team member.
Answer client questions regarding their account or sales products.
Work with staff from other departments, including marketing, research/design, and financing, to optimize sales.
Collect client documents after a benefits sale and submit them to the carrier.
Coordinate with the Broker of Record during renewals, up to 90 days in advance.
Manage the Q 7 A webpage.
Enter current and recommended plans into the OM comparison spreadsheet while working directly with the carrier.
Assist with the KBA self-funded plan reinsurance contract project.
Perform other duties as assigned.