Life Sales Operations Supervisor

AAA Auto Club Enterprises; Costa Mesa (CA); On-site; USD 100,000 - 133,000; Full time

Benefits offered by this job

Health coverage

401(K) matching and pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA Auto Club Enterprises in Costa Mesa, CA seeks a Sales Operations Leader to manage daily sales operations, reporting, budgeting, and incentive calculations. You will develop dashboards, ensure data integrity, and drive profitability while maintaining regulatory compliance.

The role collaborates with sales leadership on strategy, system enhancements, and cross-functional projects. The incumbent will also oversee audits, training, and events, with 4–6 years in insurance sales/operations and a

Qualifications

• Bachelor's degree in Business Administration/Management.
• 4-6 years Insurance sales/operations.
• 1-3 years Supervisory experience preferred.
• Comprehensive understanding of insurance regulations, practices, procedures, regulatory and compliance standards.
• Proficiency in Microsoft Office suite.
• Excellent verbal and written communication skills.
• Willingness to work in a fast-paced, team-oriented environment.
• Ability to delegate and oversee projects.

Responsibilities

• Oversee daily operation of sales operations functions and analysts, including sales reporting, budgeting, ad-hoc analysis, incentive calculations, compliance and other projects.
• Develop and maintain dashboards/reports to track sales performance and KPIs for executives and management.
• Calculate compensation for sales agents and management on incentive/commission plans and analyze results.
• Budgeting, reconciliation, forecasting, cost/benefit analyses and goal setting for the business unit.
• Collaborate with sales leadership to implement sales strategies and coordinate cross-functional initiatives.
• Ensure compliance with legal/regulatory requirements; conduct licensing and file audits as needed.
• Plan and facilitate business unit events, trainings, and off-site support.

Skills

Analytical skills

Microsoft Office

Communication skills

multitask management

Education

Bachelor's degree in Business Administration/Management

Tools

FIRM

SMART

MRM Portal

Business Objects

Insurance systems

Job description

• 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.

• 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.

Qualifications

• Bachelors Business Administration/Management Required
• 4-6 years Insurance sales/operations Required
• 1-3 years Supervisory Preferred
• 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.
• Knowledge of business specific ACE applications such as FIRM, SMART, MRM Portal, Business Objects, and insurance systems preferred.
• Ability to qualify for a Life Insurance License

Travel Requirements

• Occasional travel to off-site business meetings or conferences. (5% proficiency)

The starting pay range for this position is:
$99,500.00 - $132,900.00
Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable 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!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity - we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value."

AAA is an Equal Opportunity Employer
Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).