American Senior Benefits ยท 2 months ago
FL-Orlando Sales Manager Trainee (HEAR FROM OUR AGENTS!)
US-FL-Orlando
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $100K/yrAmerican Senior Benefits is dedicated to helping seniors navigate their insurance options with confidence. The Sales Manager Trainee will conduct initial assessments to understand client needs, present insurance policy options, and support team members in achieving KPIs while maintaining a competitive and inclusive environment.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Conduct comprehensive initial assessments to deeply understand client needs and present a wide array of insurance policy options with clarity and confidence
Conduct field underwriting with utmost integrity
Verify completion and submission of all essential medical and administrative forms
Arrange a payment method with the applicant
Track and manage client-submitted claims efficiently
Process all insurance policy requests
Proactively follow up with clients on a regular basis to ensure outstanding support and satisfaction throughout their insurance journey
Establish and support team members to hit agreed upon KPIs
Become a subject matter expert in senior insurance solutions
Follow approved guidelines, training, and support to recruit and train a team of insurance professionals
Maintain a competitive, fun, inclusive environment
Qualification
Required
Conduct comprehensive initial assessments to deeply understand client needs and present a wide array of insurance policy options with clarity and confidence
Conduct field underwriting with utmost integrity
Verify completion and submission of all essential medical and administrative forms
Arrange a payment method with the applicant
Track and manage client-submitted claims efficiently
Process all insurance policy requests
Proactively follow up with clients on a regular basis to ensure outstanding support and satisfaction throughout their insurance journey
Establish and support team members to hit agreed upon KPIs
Become a subject matter expert in senior insurance solutions
Follow approved guidelines, training, and support to recruit and train a team of insurance professionals
Maintain a competitive, fun, inclusive environment
Demonstrate a competitive spirit and a drive for success
Exceptional work ethic and determination
Strong communication skills
Ability to adapt and learn quickly
Availability to start within a maximum of 6 weeks
Preferred
Previous leadership experience a plus
Company
American Senior Benefits
American Senior Benefits is an insurance company that provides life insurance and home insurance services.
Founded in 2005
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
Jim Sweeney
Managing Partner
Company data provided by crunchbase