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WEA Member Benefits (Retirement and Insurance Programs for Public School Employees) · 1 month ago

Personal Insurance Consultant Supervisor

Madison, WI

Full-time

Onsite

Entry, Mid Level

2+ years exp

WEA Member Benefits is dedicated to serving Wisconsin public school employees and their families with personal insurance programs. The role involves leading a team of Personal Insurance Consultants to achieve sales goals and providing tailored insurance solutions to members.

Financial ServicesInsurance

Responsibilities

Lead the charge in achieving personal insurance sales goals, ensuring that both new and existing members are fully informed about our products and services

Consult with potential members to assess their personal insurance needs and offer tailored recommendations

Expand the program by identifying new opportunities for growth, leveraging cross-selling techniques, referrals, and additional lead generation strategies to boost sales

Supervise and mentor a team of 4-5 Personal Insurance Consultants (PICs), ensuring their continuous development and success in reaching sales targets

Provide guidance and support, actively listening to employees to understand their individual strengths, challenges, and goals

Cultivate a positive and motivating work environment by offering regular feedback, resolving conflicts, and driving employee engagement

Oversee team performance and ensure the highest level of customer service

Assist in managing operational expenditures, ensuring alignment with budget goals and financial targets

Implement changes to products, marketing, services, and systems as needed to meet evolving member needs

Monitor and support cross-selling initiatives and the implementation of company-wide lead generation programs

Provide necessary training to staff to ensure compliance with company policies, underwriting standards, and new business processes

Qualification

Insurance SalesSales LeadershipWisconsin PropertyCasualty LicenseTech-SavvyCustomer-CentricCommunication SkillsProblem-SolvingOrganizational Skills

Required

A Bachelor's degree in Business, Marketing, Sales, or a related field, or commensurate experience

Minimum of 2-3 years of experience in insurance sales, sales leadership, or a related field in the financial services industry

Must hold or be able to obtain a Wisconsin Property and Casualty License within six months of hire

Proven ability to lead and motivate a team, foster a collaborative environment, and drive results

Excellent verbal and written communication skills, with the ability to effectively explain complex insurance products and services to a variety of audiences

Strong decision-making abilities with a proactive approach to identifying and resolving challenges

Familiarity with personal computers, word processing, and spreadsheet software (Microsoft Excel and Word). Experience with Customer Relationship Management (CRM) systems and online record-keeping is preferred

Highly organized with the ability to handle multiple priorities and deadlines in a fast-paced environment

A strong commitment to customer service and ensuring a positive experience for all members

Preferred

Experience with Customer Relationship Management (CRM) systems and online record-keeping

Benefits

Competitive Salary and Performance Bonuses

Unmatched 401(k) Benefits: We offer a generous 25% of your salary contributed directly into your 401(k), one of the best retirement packages you’ll find in the industry.

Comprehensive Benefits Package: Includes health, dental, vision, paid time off, and more to ensure you and your family are taken care of.

Company

WEA Member Benefits (Retirement and Insurance Programs for Public School Employees)

Since 1972, WEA Member Benefits has been helping public school employees achieve their financial goals by providing personal insurance and retirement and investment programs that are designed with unique qualities that set us apart from other commercial providers.

Founded in 1972

Madison, Wisconsin, USA

51-200 employees