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The Benefit Sales Manager reports to the Regional, National, and Senior Vice Presidents of Benefit Sales and plays a key operational and strategic role in the benefits sales organization. This position bridges the gap between sales execution and carrier/broker partnerships, managing the full lifecycle of benefit plan implementations and renewals.
Key Responsibilities:
- Manage and develop assigned sales staff to achieve departmental and individual performance goals
- Oversee the open market quote and sales implementation process in collaboration with broker partners and insurance carriers
- Lead the Broker of Record (BOR) process and coordinate renewals starting 90 days in advance
- Manage the Q7A webpage and maintain current/recommended plan comparisons in the OM comparison spreadsheet
- Provide reinsurance contract assistance for KBA self-funded plans
- Coordinate training and scheduling for the benefits sales team
- Maintain and optimize sales presentation materials (slides, brochures, collateral)
- Analyze customer shopping data to identify trends and optimize sales targeting
- Track team quotas and individual performance metrics
- Respond to client inquiries regarding accounts and sales products
- Collaborate cross-functionally with marketing, research/design, and financing teams
- Serve as a subject matter expert on internal systems, processes, and industry regulations
Required Qualifications:
- Bachelor's degree in Sales & Marketing or Business Management
- 4+ years in a management sales role with proven results
- Expert-level proficiency in Microsoft Office
- Excellent verbal and written communication skills
- Strong ability to build relationships with internal departments, external clients, brokers, and vendors
- Deep knowledge of benefits industry trends and regulations
- Demonstrated leadership and coaching abilities
- Advanced analytical and problem-solving skills
- Expertise in staff optimization and team development
