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Sales Development Specialist
Hub International Ltd
Missoula, MT, United States
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Primary Purpose:
The Sales Development Specialist will support the insurance sales training process and is responsible for facilitating a variety of performance-based learning events that will include insurance technical skills in addition to soft skills. As a specialist within the Sales department, you are responsible for providing training, support and guidance to new sales executives. You will be required to deliver training in-person and virtually with a focus around commercial lines product knowledge, applications and submissions. You will also work to develop, coordinate and/or facilitate sessions with various groups of people to provide timely and relevant training sessions. The ultimate goal is to ensure new sales executives learn the importance of becoming a true insurance professional.
ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.
• Plans, organizes, and conducts team member training using in-person classroom sessions, web-based delivery, and team meetings. Ensures effective use of a variety of visual aids and training techniques to enhance delivery and reinforce training content.
• Conducts training related to onboarding new sales executives, new work processes, system enhancements, new system releases, etc…
• Train team members on skills such as systems, processing, underwriting, completing applications, procedures, salesmanship, etc.
• Confers with management, supervisors and employees to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies.
• Collaborates with the VP of Sales Development and the Commercial Lines Practice Leader to analyze and evaluate competencies of department staff and assess gaps in critical knowledge and skills.
• Assist with research and development of technical training classes as well as monitoring trends in performance to determine training needs
• Recommends and implements corrective and preventive measures to improve the sales application and submissions process experiences and meet key performance indicators.
• Gathers and reports on training evaluation metrics that measure and document the effectiveness of training. Gathers both quantitative and qualitative data using call and task monitoring. Discusses findings with management.
• Build and manage relationships with sales leaders and team members, as well as manage cross-functional relationships with other internal departments
KNOWLEDGE, SKILLS & ABILITIES:
• Strong leadership abilities to inspire and coach new sales executives to accomplish goals and related tasks.
• Specific experience in commercial lines department operations and the ability to understand and train departmental procedures.
• Excellent oral, written, and presentation skills to effectively conduct employee training and motivate employees to learn.
• Good organizational skills and the ability to complete multiple complex tasks in a timely fashion.
• Knowledge of P&C insurance new business processes (applications, submissions, servicing, claims, etc…) is required.
• Excellent project management and critical thinking skills.
• Professional-level technical writing, editing and publishing skills
• Ability to lead project teams
• Ability to rapidly acquire new technical skills
• Ability to maintain confidential information
• Ability to influence and gain commitment at all levels of the organization
• Ability to accept review suggestions in a positive manner and proactively willing to review others’ work
• Positive attitude, strong team orientation, strong work ethic, satisfaction in helping and teaching others and patience
• Self-motivated, detail-oriented, dependable, satisfied only with completeness, total accuracy, and demonstrated effectiveness and efficiency of training solutions
• Works well under pressure, flexible and adaptable
• Ability to function both independently and as part of a team in a multi-task environment
• Ability to travel as requested
EDUCATION & EXPERIENCE:
• Bachelor’s degree in Business Administration, Education, or a related field or equivalent work experience.
• 5+ years Commercial Lines Service experience, preferably working with new sales executives in the sales environment
• Insurance Property and Casualty Sales License, required demonstrated ability to define, refine and implement training programs
• Upper Level Insurance Designations, required CIC, CPCU, CRM