Insurance Business Manager
Core
Manage sales and service activities for a team to achieve performance objectives, increase policyholder acquisition and retention, and ensure compliance with Club standards.
Role type
Senior IC insurance business manager
Builds
Sales and service operations for an insurance club
Domain
Insurance sales and member services
Required skills
Insurance sales leadership, team mentoring, sales process adherence, member service management, recruitment support, performance analysis, inter-departmental collaboration, task prioritization
Preferred skills
Supervisory experience, High-Performance Coaching expertise
Technologies
Microsoft Office (Word, Access, Excel, PowerPoint)
Responsibilities
Plan and direct tasks to attain sales goals; mentor team members in sales techniques; monitor and improve policy accuracy; ensure compliance with member service standards; analyze Member Satisfaction Index results; maintain staffing levels and support recruitment; communicate team performance and feedback; compile reports for management.
Seniority
Senior, hands-on IC