Qureos Mentor

Word & Brown Companies

Description
<br><div><div><div><div><div><p><b>Purpose of Position:<br>
</b></p></div><div><p>Regional Sales Manager will promote the sale of all Word and Brown General Agency&rsquo;s products as an outside sales representative. Products will include small and large group benefit lines. Sales will be made to brokers in the assigned territory. This will be accomplished through presentations to brokers in the territory as well as presentations to key industry brokers and small business owners. Will also work with and develop relationships with Carrier partners to increase distribution of products assigned territory .<br>
</p></div></div><br>
<p></p><div><div><p><b>Essential Functions:<br>
</b></p></div><div><p>Regional Sales Managers will complete a 90-day training period. After the 90-day training period, they are required to perform the following functions:
</p><ul><li>Regional Sales Manager will work with Director of Field Sales to develop key sales techniques to be used for both broker and client presentations.
</li><li>Will assist brokers with creatively designing presentations, which can be implemented when presenting to end user (business owner), ultimately increasing sales of Word and Brown General Agency&rsquo;s products.
</li><li>Will also conduct seminars for various broker audiences.
</li><li>Will interface heavily with an inside sales representative to enhance a team sales effort.
</li><li>Require extensive day travel.
</li><li>RSM meets with agents and clients in the field daily and gets business written through Word &amp; Brown.
</li><li>RSM is the &quot;face&quot; of Word and Brown in their distinct territory and represents the company at trade shows and Health Underwriter's meetings.
</li><li>Conducts employer enrollment meetings
</li><li>Visit brokers and follows up on service calls
</li><li>Prepares enrollment kits and performs administrative duties
</li><li>Prepares monthly activity report
</li><li>On-site or remote regular attendance and punctuality are essential functions of the job.
</li><li>Performs other business tasks or functions as assigned.</li></ul></div></div></div></div></div>
<br>Qualifications
<br><div><div><div><div><div><p><b>Knowledge, Skills &amp; Abilities Required:<br>
</b></p></div><div><ul><li>2-3 years industry experience in group health insurance sales.
</li><li>Must have 2 years industry experience in small group sales.
</li><li>Know the small group market competition.
</li><li>Extremely self-disciplined, ability to work with minimum supervision.
</li><li>Good organizational skills and the ability to multi-task.
</li><li>Success driven, ability to work in a fast paced environment.
</li><li>Requires a professional demeanor.
</li><li>Ability to conduct one on one, face to face sales presentations as well as the
<br>
ability to make presentations in front of large groups.
</li><li>Fluent in the English language.
</li><li>Working knowledge of carrier portfolio and related products and services.
</li><li>Computer literate and excellent telephone communication skills.
</li><li>Ability to multi-task under pressure.
</li>Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.<br>
<li>
</li></ul></div></div><br>
<p></p><div><div><p><b>Educational Requirements:<br>
</b></p></div><div><ul><li>High School diploma or equivalent required
</li><li>College education preferred
</li><li>Must hold an active California State - Health and Life Insurance License</li></ul></div></div></div></div></div>

Regional Sales Manager (2271)

<p><div><div><p><b>Purpose of Position:</b></p><div><p><br>
Regional Sales Manager will promote the sale of all Word and Brown General Agency&rsquo;s products as an outside sales representative. Products will include small and large group benefit lines. Sales will be made to brokers in the assigned territory. This will be accomplished through presentations to brokers in the territory as well as presentations to key industry brokers and small business owners. Will also work with and develop relationships with Carrier partners to increase distribution of products assigned territory.</p><p><br>
</p></div></div><br>
<div><p><b>Essential Functions:</b></p><div><p><br>
Regional Sales Managers will complete a 90-day training period. After the 90-day training period, they are required to perform the following functions:
</p><ul><li>Regional Sales Manager will work with Director of Field Sales to develop key sales techniques to be used for both broker and client presentations.
</li><li>Will assist brokers with creatively designing presentations, which can be implemented when presenting to end user (business owner), ultimately increasing sales of Word and Brown General Agency&rsquo;s products.
</li><li>Will also conduct seminars for various broker audiences.
</li><li>Will interface heavily with an inside sales representative to enhance a team sales effort.
</li><li>Require extensive day travel.</li><li>
RSM meets with agents and clients in the field daily and gets business written through Word &amp; Brown.
</li><li>RSM is the &quot;face&quot; of Word and Brown in their distinct territory and represents the company at trade shows and Health Underwriter's meetings.</li><li>
Conducts employer enrollment meetings</li><li>
Visit brokers and follows up on service calls</li><li>
Prepares enrollment kits and performs administrative duties</li><li>
Prepares monthly activity report
</li><li>On-site or remote regular attendance and punctuality are essential functions of the job.</li>
Performs other business tasks or functions as assigned.<br>
<li>
</li></ul></div></div><br>
</div><div><div><p><b>Knowledge, Skills &amp; Abilities Required:</b></p><div><br>
<ul><li>
2-3 years industry experience in group health insurance sales.</li><li>
Must have 2 years industry experience in small group sales.</li><li>
Know the small group market competition.</li><li>
Extremely self-disciplined, ability to work with minimum supervision.</li><li>
Good organizational skills and the ability to multi-task.</li><li>
Success driven, ability to work in a fast paced environment.</li><li>
Requires a professional demeanor.</li><li>
Ability to conduct one on one, face to face sales presentations as well as the<br>
ability to make presentations in front of large groups.</li><li>
Fluent in the English language.</li><li>
Working knowledge of carrier portfolio and related products and services.</li><li>
Computer literate and excellent telephone communication skills.</li><li>
Ability to multi-task under pressure.</li>
Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.<br>
<li>
</li></ul></div></div><br>
<p></p><div><p><b>Educational Requirements:</b></p><br>
<ul><li>
High School diploma or equivalent required</li><li>
College education preferred</li><li>
Must hold an active California State - Health and Life Insurance License</li></ul></div></div></p>

Regional Sales Manager

<p><div><div><p><b>Purpose of Position:</b></p><p><br>
The Large Group Associate is a highly organized individual with excellent problem-solving skills and a strong passion for enhancing processes to support the achievement of the large group team&rsquo;s goals and drive greater efficiencies.</p></div><div><p><b><br>
Essential Functions:</b></p><ul><li><b><br>
Create Quote Comparison Spreadsheets:</b> Develop and maintain accurate and up-to-date quote comparison spreadsheets for internal and client use.</li><li><b>
Audit Comparison Spreadsheets:</b> Regularly review and audit quote comparison spreadsheets for accuracy and completeness.</li><li><b>
Develop and Support SOPs:</b> Collaborate with the team to develop and update standard operating procedures to enhance efficiency and consistency.</li><li><b>
Support Census Conversions:</b> Assist with census data conversions to ensure seamless transitions and data integrity.</li><li><b>
Proactive Renewal Support:</b> Provide support for renewal processes, ensuring timely and accurate handling of client renewals.</li><li><b>
Membership Uploads and Audits:</b> Oversee and support membership uploads and conduct audits to ensure data accuracy.</li><li><b>
Document Communication Files:</b> Maintain organized documentation for all communications from brokers, carriers, and sales staff, ensuring that all information is accessible and up-to-date.</li><li><b>
Review Quote Processing:</b> Review each quote case daily to ensure it is being processed correctly and in a timely manner. Communicate status updates to brokers and sales staff.</li><li><b>
Support Benchmarking Reports:</b> Assist in the creation and maintenance of benchmarking reports, ensuring accurate and relevant data is used for analysis.</li><li><b>
Attendance and Punctuality:</b> Ensure regular and punctual attendance as this is essential to the success of the role.</li><li><b>
Assist in Problem Resolution:</b> Support the team in resolving any issues that arise during the course of work, working collaboratively with all involved parties.</li><li><b>
Perform Other Business Tasks:</b> Undertake additional tasks or functions as assigned by the manager to support overall business objectives.</li></ul></div><br>
</div><div><div><p><b>
Knowledge, Skills &amp; Abilities Required:</b></p><br>
<ul><li>
Strong attention to detail and analytical skills.</li><li>
Excellent organizational and time-management abilities.</li><li>
Proficiency with spreadsheet tools (Excel, Google Sheets, etc.).</li><li>
Experience in data analysis, auditing, or related fields preferred.</li><li>
Strong written and verbal communication skills.</li><li>
Ability to work independently and as part of a team.</li><li>
Problem-solving skills with a proactive approach.</li><li>
Prior experience in insurance or a related industry is a plus.</li><li>
Valid CA Driver's license and transportation is required.</li><li>
CA Health Insurance License Preferred</li>
Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines<br>
<li>
</li></ul></div><br>
<div><p><b>Educational Requirements:</b></p><br>
<ul><li>
High School Diploma required.
</li><li>College preferred or 2-3 years minimum of industry experience.</li></ul></div><div><p><b><br>
Physical Requirements:</b></p><p><br>
Must be able to sit for extended periods of time, and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.</p></div></div></p>

Large Group Associate

Join Word & Brown Companies and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Word & Brown Companies

About Company

Regional Sales Manager (2271)

Regional Sales Manager

Large Group Associate