FL-Orlando Sales Manager Trainee (HEAR FROM OUR AGENTS!)
American Senior Benefits is dedicated to helping seniors navigate their insurance options with confidence. The Sales Manager Trainee will conduct assessments, manage client claims, and support a team to achieve key performance indicators.
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
Skills
- 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
- Previous leadership experience a plus
Company Overview