Job Summary

Manages and directs employees in the sale and distribution of Strategic Business Unit products and services to achieve and sustain profitable growth (i.e. writing new business, retaining existing accounts, providing quality service, increasing market share and product mix while operating within Strategic Business Unit guidelines).

Job Accountabilities - Key Accountabilities

• Selects, trains, develops, and coaches team members, assesses their performance, and provides recommendations on other human resource issues (e.g., promotions, transfers, salary administration and terminations).
• Manages the sales and service activities of management team to increase new business and retention in all account product offerings.
• Manages operations for cost efficiency; continuously evaluates opportunities to reduce costs and improve operations; monitors and maintains expenses within approved budget.
• Manages the Customer Service Index program to ensure results are reported to senior management.

Business Accountabilities

• Manage relationship with key customer/area of responsibility.
• Develop or enable the development of new and expanding business opportunities.
• As needs arise, use network of contacts with specialized expertise.
• Identify opportunities and risks associated with changes in the external environment, looking forward 1 -2 years.
• Design, recommend and implement changes to processes, systems.
• Develop and implement annual budget for area of responsibility.
• Set and execute operational objectives and plans aligned to the strategy of the Shared Services Unit/Strategic Business Unit.
• Ensure that appropriate documentation, implementation and communication of established policy, procedures and operating standards is completed for area of responsibility.
• Regularly monitors and evaluates activities to identify potential risks and issues of non-compliance.
• Participates or may lead risk assessment for their area of responsibility and escalates potential issues to higher management.

Job Qualifications

Required:

• Bachelors Degree and 5 or more years of experience in the Sales area

AND

• 2 or more years of direct sales experience
• Experience analyzing financial statements and financial reports

Preferred:

• Strong knowledge of the principles of sales, sales techniques, and sales terminology
• Microsoft Office skills
• Knowledge of customers' business and operations
• People management experience
• Ability to multi-task
• Ability to work in a team environment
• Licensed to sell insurance products