Insurance Manager, Sales Operations

Job Title

General Purpose : Under the direction of the General Manager, manage the day-to-day operations of the sales analysis / sales support department. Lead the team who supports the sales group by coordinating and streamlining various sales operations, sales analysis, and administrative processes. Ensure the team operates efficiently, enabling the sales team to focus on driving revenue and achieving sales targets. Collaborate with multiple departments to ensure seamless communication and the successful execution of sales strategies.

Job Duties and Responsibilities :

• Oversee and manage sales operations activities to ensure the smooth functioning of the sales team. This includes but is not limited to order processing, sales reporting, sales data analysis, and sales support activities
• Effectively manage team to meet performance expectations, including regular performance discussions with staff
• Evaluate end-to-end sales process to identify key trends and forces impacting outcomes. Emphasis on new business, renewal, underwriting, audit and dividend processes. Formulate recommendations on areas where new or enhanced technology, procedure or process flow can improve overall sales results
• Participate in discussions surrounding use of agency systems used in sales process to understand data issues and / or process gaps. Develop recommendations to improve system adherence, data quality, system and improved process flow
• Build strong relationships with our company partners
• Provide guidance, direction, and support to the sales support team, ensuring they are equipped to assist the sales team effectively
• Continuously assess and enhance sales support processes, workflows, and systems to increase efficiency and effectiveness. Identify and implement best practices to optimize sales operations
• Generate and analyze sales reports, performance metrics, and key performance indicators (KPIs). Present data-driven insights and recommendations to senior management to improve sales strategies and overall performance
• Oversee the Customer Relationship Management (CRM) system to ensure accurate and up-to-date information on leads, opportunities, and customer interactions
• Collaborate with various departments, such as marketing, finance, and logistics, to ensure seamless communication and coordination to support the sales team's efforts
• Train sales support staff on sales processes, product knowledge, and customer service skills. Foster a culture of continuous learning and improvement within the sales support team
• Address and resolve escalated customer inquiries and issues, ensuring high levels of customer satisfaction
• Assist in sales forecasting and demand planning to help anticipate future sales trends and resource requirements
• Assist in developing and managing the sales support budget, ensuring resources are allocated effectively to meet business objectives
• Prioritize and delegate work assignments, set appropriate deadlines, communicate goals and expectations, review progress against expectations, etc. Perform managerial responsibilities such as interviewing, hiring, training, providing career development opportunities, recognizing and rewarding employees, etc.

Requirements :

Minimum Requirements :

Education and Experience :

Knowledge, Skills and Abilities :

Reporting to this Position :

Travel :

15%-25% (1-2 times per quarter)

An Equal Opportunity Employer including Disabled / Veterans

Pay Range $95000-$105000 / year