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Aflac · 1 day ago

Territory Asset Analyst- Orlando, FL and surrounding areas| Southeast Distribution Area

FL, US

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $90K/yr

4+ years exp

Aflac is a Fortune 500 company known for its voluntary insurance products. The Territory Asset Analyst will ensure the execution of the Territory’s Asset Management strategy, monitor sales activities, and provide training and support to field roles to enhance performance and achieve organizational goals.

FinanceFinancial ServicesHealth CareInsurance

Responsibilities

Ensure each field role (RSC, DSC, Associate) understands and executes the Territory’s Asset Management strategy including but not limited to the below:

Build off of DVP expectations and how each role executes the Territory’s Asset Management strategy have regular (monthly or as needed) communication with MKDs/RSCs/DSCs/Associates to ensure there is understanding of the strategy and their role in execution

Monitor sales activity vs. results and communicate opportunities for improvement

Distribute opportunity to include upcoming open enrollments, leading/lagging indicator metrics, etc

Distribute OE Plans to DSCs 90-120 days in advance of the effective date; distribute leading indicator reports weekly, lagging reports monthly, and distribute other opportunities, metrics, and results as needed

Review leading indicator reports weekly, lagging indicator reports (OE Completion, Avg AP, Seen vs. Sold, etc) monthly and provide insight into opportunity as well as those meeting goals, and suggest action items for resolution (re-DM Presentation Coaching, Access & Control, VAS, etc.)

Conduct regular calls with MKDs/RSCs/DSCs to ensure leading indicator coordinator meetings/veteran training; provide training topics to MKT for use during MIPS

Attend MIPS each month ensuring to rotate monthly; provide insight and recommendations to enrollment barriers, provide assistance with prep and monthly deliverables

Attend DSC/Associate monthly coaching meetings to highlight specific enrollment barriers and provide suggestions on how to remove

Coach each level on how to remove open enrollment barriers through the use of HQ initiatives, account level strategies, product offerings, VAS, enrollment platforms, etc

Serves as a subject matter expert in the design and development of associate and coordinator training materials related to account set-up, post enrollment excellence, account servicing, and open enrollment

Monitors and evaluates training programs, processes, and/or practices for quality and effectiveness; facilitates workshops/training programs for the field force to develop the knowledge, skills, and abilities of coordinators and associates, broker collaboration, and veteran training

Conducts train-the-trainer sessions to become knowledgeable and efficient in facilitating programs, and works with the markets hierarchy to determine in-efficiencies that support the Market’s Asset Management strategy (training, Asset Management, Product, Value Added Services, etc.)

Monitors market segments for sales patterns and other pertinent performance data; develops and maintains metrics by analyzing sales and performance statistics, sales contest & campaigns; maintains a database of the information used in producing strategies to provide opportunities where the data show opportunity for growth

Participate in national, territory, and market meetings, trade shows, special events, seminars, etc

Stay abreast of industry-related trends and prepare summaries of important trends for management use

Serves as a liaison/resource between the territory and WWHQ to troubleshoot issues both in the field and from headquarters for resolution prior to escalation of a concern. gathers asset management data for the territory and provides strategy changes that will help to establish success. with asset management programs through constant communication with WWHQ

Qualification

Aflac productsInsurance industry knowledgeOrganizational knowledgeMicrosoft WordMicrosoft ExcelMicrosoft PowerPointCost benefit analysisProject managementAnalytical skillsProblem-solvingPresentation skillsCross-functional collaboration

Required

Microsoft Word, Microsoft Excel and PowerPoint: Intermediate

Excellent problem-solving, analytical, and presentation skills combined with a high degree of creative thinking

Ability to effectively interact with cross functional teams

Knowledge of Aflac's products and procedures, policy data, benefit plans, company terminology, and field force

Strong project-planning and management skills, including cost benefit analysis

In-depth knowledge of Aflac's organizational and functional operating structure

Bachelor's Degree in Business Administration or a related field

Four or more years of job-related experience

Knowledge of the insurance industry with specific focus on Aflac's sales force hierarchy, internal operations, systems, terminology, and business procedures