Supervisor - PreSales & Onboarding

GeoBlue; King of Prussia (Montgomery County); Hybrid; USD 65,000 - 76,000; Full time

Job summary

GeoBlue, a leader in global medical assistance, seeks a Supervisor for PreSales and Onboarding to manage Individual Sales Underwriting and support functions. This role involves supervising the team’s daily activities, ensuring a smooth onboarding process for brokers and agents, and enhancing customer service standards. Ideal candidates will have a bachelor's degree and supervisory experience, along with strong communication and analytic skills.

Benefits

Competitive base pay plus annual bonus targets

Flexibility to work hybrid in office and at-home

401(k) with generous company match

Paid parental leave

Tuition reimbursement

Qualifications

• 3+ years experience in new sales acquisition and onboarding.
• Health and Accident license to be obtained within 90 days of hire.
• Strong customer service and communication skills.

Responsibilities

• Supervise the day-to-day activities of the Underwriting Admin and Broker Support teams.
• Oversee onboarding of new brokers and agents.
• Champion commitment to exceptional customer and broker service.

Skills

Customer service

Presentation skills

Communication

Analytic skills

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Job description

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About GeoBlue

At GeoBlue, we combine the latest in technology with worldwide healthcare expertise and a commitment to unsurpassed service to deliver first-rate global medical assistance and health benefits for world travelers. We are proud to say we set the standard for service and innovation in the health services industry.

About GeoBlue

At GeoBlue, we combine the latest in technology with worldwide healthcare expertise and a commitment to unsurpassed service to deliver first-rate global medical assistance and health benefits for world travelers. We are proud to say we set the standard for service and innovation in the health services industry.

We are currently seeking a Supervisor, Pre Sales and Client Onboarding to join our corporate Sales Growth Team. This position reports to the Director of Administration, Individual Sales and is based in our King of Prussia office fully remote.

What You Will Do:

As a Supervisor, Pre Sales and Onboarding, you will be responsible for supervising the Individual Sales Expat Underwriting Administration and support functions. The Supervisor will participate in and oversee the onboarding of new broker, agents, Blue Plans. You will oversee the Individual expat experience from quoting to member fulfillment and will elevate broker persistency and profitability goals for both brokers and the Individual expat new business. The Supervisor participates in, choreographs, analyzes, and oversees all presales activities and onboarding of Individual Expats, brokers, Blue Plans, and agents. Additional responsibilities include:

• Support the broker presales and onboarding administrative procedures and strategies by participating and delegating QA, legal contracting, detailed reporting, and coaching existing Underwriting Admin and Broker Support teams
• Supervise the Underwriting Admin and Broker Support team’s day-to-day activities, as well as long-term development of team members
• Work with individual team members to develop and execute customized development plans for performance reviews and to increase the overall level of technical proficiency within the team
• Champion the commitment to delivering exceptional customer, broker, and Blue Plan focused service
• Increase opportunities for streamlining processes
• Represent the Individual Sales team as a technical subject matter expert in various internal projects
• Communicate to the Individual Sales Team updates on operational changes throughout the organization that will impact presales and onboarding relationships
• Lead the onboarding and training for new members of the Underwriting Admin and Broker Support teams
  
  
  

About you:

• Bachelor's degree preferred or equivalent experience plus at least 3 years of experience in new sales acquisition, onboarding, and administration
• Health and Accident license, which can be obtained within 90 days of hire
• Prior supervisory experience
• Strong customer service skills are needed including the ability to remain focused and calm to effectively diffuse and manage sometimes volatile or stressful situations
• Confident presentation skills including when working with senior level audiences
• Effective communication, strong client service problem-solving, flexibility and adaptability to changing priorities and deadlines and ability to work in a team setting will be critical for success in this role
• Strong analytic skills, attention to detail and ability to meet strict deadlines
• Experience with Salesforce or another CRM knowledge is preferable
• Highly proficient in Microsoft Office Word, Excel and PowerPoint
  
  
  

What’s In It for You:

• Flexibility to work hybrid in our corporate office and at-home, remote office environment
• Competitive base pay plus annual bonus targets
• Competitive medical plans, with Telemedicine available
• 401(k) with generous company match
• Robust PTO accrual program with carry-over option
• Paid parental leave
• Employee assistance and wellness support 24/7
• Free international healthcare coverage and work abroad arrangements available
• Tuition reimbursement
  
  
  

Competitive base pay starting at $65,594. Compensation is based on prior/relevant experience and skill level in a similar role.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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