18285 - Benefit Sales Coordination Manager - GA - On Site

Distro; Duluth (GA); On-site; USD 75,000 - 115,000; Full time

Job summary

Distro in Duluth, GA is seeking a Benefit Sales Coordination Manager who will lead the benefits sales team and coordinate with Brokers and carriers after the sale. You will manage renewals, BOR processes, and help input plan data for carrier comparisons.

This role requires a Bachelor's in sales/marketing or business management and 4+ years in a management sales role with proven results. On-site at our Duluth office, you will drive strategy and collaboration across departments.

Qualifications

• Bachelor's degree in sales, marketing or business management.
• 4+ years in management sales with proven results.
• Strong leadership, communication, and strategic planning skills.

Responsibilities

• Lead and manage assigned staff to meet departmental goals.
• Coordinate open market quotes, sales implementations with brokers and carriers.
• Oversee BOR processes and renewals coordination.
• Coordinate training and scheduling for benefits sales staff.
• Maintain sales materials and presentations.
• Analyze customer data to optimize sales efforts and target prospects.
• Track quotas and goals for each sales team member.
• Collaborate with marketing, research/design and finance teams.

Skills

Microsoft Office

Verbal and written communication

Relationship building

Leadership and coaching

Analytical and problem-solving

Staff optimization

Education

Bachelor's degree in sales/marketing or business management

Job description

18285 - Benefit Sales Coordination Manager - GA - On Site

Duluth, Georgia Full-time Posted 17 hours ago

Takes about 2 minutes

Position Summary

The Benefit Sales Manager directly reports and supports the RVP, NVP, and SVP of Benefit Sales. Act as a liaison after the sale of benefits occurs and collect all documents from client to submit to the carrier. They are responsible for coordinating/working with the Broker of Record (BOR) during renewals to 90 days out. They manage the Q 7 A webpage and input current and recommended plans into the OM comparison spreadsheet when working directly with the carrier. KBA self-funded plan reinsurance contract assistance/project.

Duties and Responsibilities

• Effectively manage assigned staff in achieving departmental and individual goals
• Oversee open market quote and sales implementation process with Broker partners and insurance carriers
• Oversee Broker of Record (BOR) process
• Coordinating training and scheduling for Benefits sales staff
• Maintaining supplies of sales presentation materials, including slides and brochures
• Analyzing customer shopping data to optimize sales efforts and better identify potential customers
• Tracking the quotas and goals of each member of the sales team
• Answering client questions regarding their account or sales products
• Working with staff members from other departments such as marketing, research/design and financing to optimize sales
• Other duties as assigned

Skills/Abilities

• Expert in Microsoft Office skills
• Excellent verbal and written communication skills
• Ability to develop strong working relationships with various internal departments and external clients, brokers and vendors
• Viewed as a subject matter expert on internal system and processes
• Knowledge of trends and regulations in their specific industry
• Excellent leadership and coaching abilities
• Advanced analytical and problem-solving skills
• Skilled in staff optimization and team development

Education and Experience

• Bachelor's degree in sales and marketing or business management
• 4+ years in Management sales role, with proven results

Interested in this role?