Benefit Sales Coordination Manager - GA - On Site

Duluth, GA

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