Manager of Employee Benefits Sales Analysts

The Standard • Dallas, TX

5d

About The Position

The Manager, EB Sales Analyst is a strategic and people-focused leader responsible for driving sales execution, team performance, and profitable growth. This role leads a team of Sales Analysts who support producers, customers, and internal partners by coordinating the delivery of products and services, strengthening client and producer relationships, and helping position new business competitively. The ideal candidate brings strong sales acumen, leadership capability, and analytical expertise to optimize team effectiveness, support growth objectives, and deliver a high-quality customer experience. Coach to effective and productive relationship management and collaboration with producers, customers, service managers, RSVPs, sales reps & sales managers, home office and field office relationships; inclusive of data sharing and expectation setting. Educate and develop team on proper consulting on pricing and product promotions. Plan and organize training on systems and tools for sales teams. Lead team huddles. Identify and partner with team on individual and unique development opportunities, both professional and job specific. Create a performance based, incented workforce by analyzing, evaluating, and leading the team toward meeting sales metrics goals (growth and profitability), and performance goals specific to True Group opportunities and sold cases. Develop reporting and analytics that support planning and forecasting as to adhere to established guidelines for customer responsiveness and work timeliness and accuracy. Audit and monitor individual and team results regularly; redirect strategies as needed to meet financial objectives for profit and growth. Manage team workload/capacity and lead effective processes inclusive of new and inforce competitive proposals, customer desired plan designs, product options and census requirements as well as the coordination of sold case transition for non-credible cases.

Requirements

• Extensive understanding of sales processes and department functions.
• Broad understanding of insurance contracts, statutes, tax regulations, underwriting guidelines, all products including statutory insurance coverages, DBL, TDB, and PFML.
• Ability to coach and develop team in regard to the following: summarize or paraphrase contract language, reports and other complex subjects using language that is consumable and understood by the customer in both written and verbal form; effective negotiation skills; independent decision-making ability; excellent interpersonal, time management and organizational skills; adaptability to changing priorities; exceptional collaborative aptitude and customer advocacy; demonstrated proficiency in writing, basic Excel and math skills
• Ability to effectively collaborate with multiple sales managers in various offices within the region.

Responsibilities

• Coach to effective and productive relationship management and collaboration with producers, customers, service managers, RSVPs, sales reps & sales managers, home office and field office relationships; inclusive of data sharing and expectation setting.
• Educate and develop team on proper consulting on pricing and product promotions.
• Plan and organize training on systems and tools for sales teams.
• Lead team huddles.
• Identify and partner with team on individual and unique development opportunities, both professional and job specific.
• Create a performance based, incented workforce by analyzing, evaluating, and leading the team toward meeting sales metrics goals (growth and profitability), and performance goals specific to True Group opportunities and sold cases.
• Develop reporting and analytics that support planning and forecasting as to adhere to established guidelines for customer responsiveness and work timeliness and accuracy.
• Audit and monitor individual and team results regularly; redirect strategies as needed to meet financial objectives for profit and growth.
• Manage team workload/capacity and lead effective processes inclusive of new and inforce competitive proposals, customer desired plan designs, product options and census requirements as well as the coordination of sold case transition for non-credible cases.

Benefits

• medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed