Agent Manager Resume Samples

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AA
A Abbott
Andreanne
Abbott
661 Quitzon Glens
Los Angeles
CA
+1 (555) 123 8335
661 Quitzon Glens
Los Angeles
CA
Phone
p +1 (555) 123 8335
Experience Experience
Los Angeles, CA
Agent Manager
Los Angeles, CA
Dibbert Inc
Los Angeles, CA
Agent Manager
  • Provide a structured on - boarding process, leveraging corporate contracting, certification and training processes, tools and systems
  • Responsible for managing and hiring ICA Agents, which are captive with United Health and can only sell our products
  • Assist agents in uncovering market niches and actively pursuing growth opportunities
  • Develop community relationships to enhance overall local area marketing. Some examples include hospitals, clinics, senior centers, local associations, etc
  • Ensure agents adhere to selling guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures
  • Rectifying Agent Operational Problems
  • Coordinate and manage local area marketing events
Phoenix, AZ
Agent Manager, M&R
Phoenix, AZ
Gislason LLC
Phoenix, AZ
Agent Manager, M&R
  • Continually build and nurture our agents
  • Provide a structured on-boarding process, leveraging corporate contracting, certification and training processes, tools and systems
  • Organize agent activities, leads and territories to ensure effective and efficient coordination across the territory
  • This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Drive production among the agents
  • Use data and insights to coach for optimal performance
  • Conduct regular one-on-one meetings to review sales results / activities and provide feedback / coaching on opportunities for sales growth
present
San Francisco, CA
Manager, Agent Contracting
San Francisco, CA
Gottlieb, Lakin and McCullough
present
San Francisco, CA
Manager, Agent Contracting
present
  • Manage staff: organize work, establish priorities, and delegate responsibilities for contracting the field force. Interview, recruit, train, and motivate the agent contracting staff. Conduct performance reviews, recommend promotions and salary adjustments, and administer company policies and procedures
  • Selects and builds a strong, functional team through formal training, diverse assignments, communication, coaching, mentoring, and performance management
  • Create and maintain job procedures for all functions performed in department
  • Provide production and procedural reports to management
  • Assist with special projects as directed
  • Partners with sales, operations, and finance associates and other cross-functional areas to manage highly complex agent relationship issues
  • Reviews audit results for accuracy and provides guidance to staff on items with critical business implications
Education Education
Bachelor’s Degree in Relevant Field
Bachelor’s Degree in Relevant Field
Temple University
Bachelor’s Degree in Relevant Field
Skills Skills
  • Strong strategic thinking and analytical skills
  • Strong leadership, translating vision into goals, objectives and deliverables
  • Ability to build confidence and trust in others, showing consistency between words and actions, and maintain a positive outlook, working constructively under stress and pressure
  • Strong dealmaker with demonstrated expertise in the field of licensing
  • Established strong agents, licensee and retailers relationships
  • Extensive experience in trade marketing
  • Experience of operating in or an understanding of matrix management
  • Understanding of various licensing models including the DTR model
  • Previous demonstration of success as a territory leader in the Licensing industry
  • Proven business planning experience
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15 Agent Manager resume templates

1

Agent Manager Resume Examples & Samples

  • Achieving assigned sales / membership growth targets through both the External Distribution Channel (EDC agents in his / her market) and Independent Career Agents (ICA) in the Northern Virginia suburbs and Washington D.C. area
  • Interact with all levels of staff within the EDC up to and including a local owner / leader
  • Responsible for managing and hiring ICA Agents, which are captive with United Health and can only sell our products
  • Product portfolio knowledge: Achieve and maintain strong knowledge of United Healthcare Medicare & Retirement products
  • 3+ years sales / business development experience
  • Solid reporting and analysis skills
  • License to sell health insurance
  • Must be able to commute by car to within the Northern Virginia, Washington DC area
  • Experience working for another Insurance Carrier or Broker
2

Agent Manager, M&R Resume Examples & Samples

  • Provide a structured on-boarding process, leveraging corporate contracting, certification and training processes, tools and systems
  • Act as a liaison between agent’s and UnitedHealth Group sales process owners to ensure agents are appropriately set up and supported across their lifecycle
  • Use data and insights to coach for optimal performance
  • Conduct regular one-on-one meetings to review sales results / activities and provide feedback / coaching on opportunities for sales growth
  • 3+ years of Medicare / Medicaid sales experience required
  • Strong technical / computer skills including Webex, Excel, Word, PPT, etc
  • Experience managing an independent sales distribution channel
3

M&R Agent Manager Edc-northeast Wisconsin Resume Examples & Samples

  • Continually build and nurture our stable of Independent Agents
  • Partner with the Independent Agent Recruiting Manager to source and select candidates for Independent Agent positions to ensure a continual pipeline and sufficient base of staff to meet assigned sales / membership growth targets
  • Organize Independent Agent activities, leads and territories to ensure effective and efficient coordination across the territory
  • Act as a liaison between Independent Agents and UnitedHealth Group sales process owners to ensure Independent Agents are appropriately set up and supported across their lifecycle. This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Manage day-to-day time and activities of assigned Independent Agents to ensure appropriate leading indicators of success and corresponding sales results
  • Achieve assigned sales targets: Achieve assigned sales / membership growth targets through Independent Agents in his / her territory(ies), with a minimum of 65% of sales derived via community based leads and referrals
  • Facilitate engagement of Independent Agents in executing these plans and ensure that Independent Agents appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • Ensure Compliance: Ensure Independent Agents adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures
  • 3+ years Medicaid and / or Medicare sales experience
  • 3+ years’ experience as an independent Health Insurance Producer
  • Strong recruiting skills
  • 65% travel
  • College Degree or Higher
4

M&R Agent Manager Resume Examples & Samples

  • Continually build and nurture our stable of ICA's
  • Source and select candidates for ICA positions to ensure a continual pipeline and sufficient base of staff to meet assigned sales / membership growth targets
  • Achieve assigned sales / membership growth targets through ICA's in his / her territory(ies), with sales derived via community based leads and referrals
  • Partner with the Community Developer (CD) and Sales Director to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations)
  • State Life and Health insurance or willing to obtain within 90 days
  • 1+ year Leadership experience
  • Bilingual (Spanish / English)
5

Universal Agent Assistant Manager Resume Examples & Samples

  • Assist Universal Agent Manager in the daily operations of the department; handle guest issues to resolution; monitor guest satisfaction by evaluating surveys; meet marketing expectation tour penetration; track and manage associate performance
  • Assist Universal Agent Manager in attracting, coaching, training, and retaining talent by engaging and showing a genuine passion to develop others
  • Collaborate with Universal Agent Manager to ensure that standard operating marketing and guest services processes/procedures are being followed
  • Give and ensure that the team provides general concierge services for all onsite guests by providing several ways of contact in order to address questions, concerns, and request in a prompt and satisfactory manner. Provide guest with information on local hot spots and activities
  • Ability to hold others accountable
  • Reservation software training
  • Minimum of one year of successful customer service experience in a hospitality/hotel environment
  • Vacation ownership experience preferred
  • Two (2) years experience directly managing employees - preferred
  • Marketing, Sales or Front Desk experience preferred
6

Agent Manager, M&R Resume Examples & Samples

  • Achieve assigned sales / membership growth targets through ICA's in his/her territory
  • Act as a liaison between ICA's and UHG sales process owners to ensure ICA's are appropriately set up and supported across their lifecycle. This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Manage day - to - day time and activities of assigned ICA's to ensure appropriate leading indicators of success and corresponding sales results
  • Conduct ride - along to observe sales techniques and ensure alignment with expectations and compliance with CMS regulations
  • Conduct regular one - on - one meetings to review sales results/activities and provide feedback / coaching on opportunities for improvement
  • Ensure Compliance: Ensure ICA's adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures
  • Medicare sales experience
  • Computer proficient in Microsoft application
  • Access to reliable transportation that will enable you to travel to client sites within a designated area
  • Knowledge of CMS regulation
  • Previous sales mgt experience
  • Experience recruiting and training agents
7

M&R Agent Manager, Edc-eastern Wisconsin Resume Examples & Samples

  • Partner with the EDC Recruiting Manager to source and select candidates to ensure a continual pipeline and sufficient base of staff to meet assigned sales/membership growth targets
  • Act as a liaison between EDCs and UHG sales process owners to ensure EDCs are appropriately set up and supported across their lifecycle. This includes, contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Partner with the Community Developer (CD) and Sales Director (SD) to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations)
  • Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance/policy requirements, sales processes, brand and value proposition messages and sales systems
  • Facilitate engagement of EDCs in executing these plans and ensure that EDCs appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • Compliance: Ensure EDCs adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies & procedures
  • Manage day-to-day time and activities of assigned EDCs have to ensure appropriate leading indicators of success and corresponding sales results
  • Understand the strengths and weaknesses of each organization and how it impacts the marketplace
  • Effectively communicate complex information via in person presentations, phone conversations and emails
  • 3+ Medicare sales experience
  • WI state health / life insurance license - or willing to obtain one within 90 days
  • Able to travel up to 75%
  • Proven relationships within market with Brokers or network sources in eastern Wisconsin area
8

Manager, DMS Change Agent Resume Examples & Samples

  • 7 or more years of work experience in Lean, Six Sigma or related continuous improvement areas
  • Experienced in change management and influencing people without authority. * * Open to change, persistent, can improve a process and drive impact despite challenges
  • Demonstrated track record of building or improving a continuous improvement program
9

Agent Manager, M&R Resume Examples & Samples

  • 3+ years of sales experience
  • Travel 35%
  • Must be in Seattle office daily at 8:30am
  • Experience selling Medicare products
  • Previous sales management experience including recruiting new agents
10

Senior Manager, DMS Change Agent Resume Examples & Samples

  • Advanced degree (MBA or other Masters degree) preferred
  • Management consulting with focus on process improvement, lean, change management
  • Prior experience in large Lean transformations
  • Prior experience in Lean in Headquarter functions (i.e. not operations or support functions)
11

Agent Manager, Nespresso Resume Examples & Samples

  • Drive the sales, ensure implementation of the yearly plan (marketing, sales, training, and quality) by the agent, and guarantee the full application of the distribution agreement
  • Prepare and submit to management the yearly commercial and marketing activity plan
  • Negotiate yearly targets and ensure sales objectives are met
  • Review the results with the Agent/SSP on a monthly, quarterly basis (plan, sales and KPIs)
  • Coordinate the marketing activities (brochures, digital banner, events)
  • Support in recruitment and training plan and manage internal stakeholders to enable the Agent to deliver the plan
  • Ensure regular communication to market and HQ teams (processes, actions, success of implementation of defined actions)
  • Provide a platform to exchange best practices between Agents of the market and share with others markets best practices
  • Ensure relevant insights are provided to HQ and others markets to nourish long term development
  • Education in Business/Marketing background
  • Successful experience in sales management (3-5 years)
  • Experience in third parties management
  • Broad commercial experience
  • Ability to energize, engage and align teams
  • Analytical and decision making
  • Problem solving mindset
  • Available for travel (national & international)
  • Language skills (English as mandatory and Greek)
12

Senior Manager, Special Weapons Agent Team Resume Examples & Samples

  • EDUCATION / TRAINING
  • Bachelor or above
  • Professional Training qualification will be an added advantage
  • FLMI
  • PPM Certificate of Conductor
  • Is familiar with MDRT, LUTCD, LIMRA and the services offered
  • Able to do stand up training
  • Able to facilitate training sessions with senior managers
  • Able to coach, train, develop and lead a team of Agency Managers to the desired competency
  • Able to design programmes based on instructional methods and materials
  • Able to stimulate and sustain learner motivation and engagement
  • Good project manager
  • Use media and technology to enhance learning and performance
  • Able to assess learning and performance
  • Has a flair to develop others
  • Min 2 years of insurance adviser
  • Min 3 years of insurance management level
  • Min 3 year of Agency Business Development
  • Microsoft Office: Word, Excel, PowerPoint…
  • KEY WORKING RELATIONSHIP
  • Agency Force
  • Agency Managers & Branch Managers
  • RH/SAVP/AVP/SRD/RD/SSM/SM
  • Others Department
13

Agent Manager Resume Examples & Samples

  • Rectifying Agent Operational Problems
  • Mastery of WC operations
  • Excellent written and oral communication
14

Agent Manager, M&R Resume Examples & Samples

  • Act as a liaison between ICA's and UnitedHealth Group sales process owners to ensure ICA's are appropriately set up and supported across their lifecycle. This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Manage day-to-day time and activities of assigned ICA's to ensure appropriate leading indicators of success and corresponding sales results
  • Conduct regular one-on-one meetings to review sales results / activities and provide feedback/coaching on opportunities for improvement
  • Ensure ICA's adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures
  • Ability to commute to the Seattle office daily
15

Agent Engagement Manager Resume Examples & Samples

  • You will be report to the Head of Customer Operations and provide strong leadership to your department to develop a high quality standard of communications to our teams. For the full life-cycle of plan; design and through to delivery with relevant knowledge content and completion of post evaluation
  • You will work with key stakeholders to understand business change that will impact our front line operation, both short term and long term
  • You will be an ambassador of using cutting edge technology to deliver knowledge to our teams, which can be proven to drive increased customer satisfaction
  • You will work close with the Quality, and Training Evaluation Manager to ensure that knowlege is aligned to all business polices
  • You will ensure the Knowledge Management system fully supports all polices and processes trained ensuring it is maintained and accurate at all times
  • You will build strong relationships with our Global Outsource Partners and ensure they have the necessary tools and knowledge to enable them to deliver effectively at all times
  • You will ensure engagement investment delivers business results at all times
  • You will present progress and strategic plans with Site Directors and internal stakeholders
  • You will review and challenge all engagement requests to ensure this fits with the business priorities and contributes to the business objectives
  • Your role will be crucial to advise business leads on agent engagement and ensuring the agent population receive a volume and flow of information which can be digested effectively
  • I champion the customer by putting them front and centre in all things
  • I can deliver value for TalkTalk by making things simpler, better and cheaper
  • A desire to make things better for agents and customers
  • A focus on making everything we do simpler, faster and more effective
16

Manager, Agent Contracting Resume Examples & Samples

  • Manage staff: organize work, establish priorities, and delegate responsibilities for contracting the field force. Interview, recruit, train, and motivate the agent contracting staff. Conduct performance reviews, recommend promotions and salary adjustments, and administer company policies and procedures
  • Create and maintain job procedures for all functions performed in department
  • Monitor output of work and recommend changes in procedures, staff or facilities to ensure quality and quantity of work. Apply technical knowledge and problem solving skills to increase department efficiency and fully utilize technology
  • Ensure open communication between staff, management and other corporate personnel
  • Act as liaison between staff and sales management
  • Interact with other departments regarding general policies concerning the payment of agent contracting
  • Provide production and procedural reports to management
  • 3-5 years of experience in administration of contracting
  • 1-2 years experience in a leadership role
  • Proficient in use of PC based systems used: Microsoft Office, LifePRO, and OnBase
  • Good working knowledge of products and commission schedules
17

Agent Manager Resume Examples & Samples

  • Achieve assigned sales / membership growth targets through Agents in his / her territory
  • Continually build and nurture our stable of Agents - Provide a structured on-boarding process, leveraging corporate contracting, certification and training processes, tools and systems
  • Act as a liaison between Agents and UHG sales process owners to ensure Agents are appropriately set up and supported across their lifecycle - This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Conduct regular one-on-one meetings to review sales results / activities and provide feedback / coaching on opportunities for improvement
  • Facilitate engagement of Agents in executing these plans and ensure that Agents appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • Ensure Compliance: Ensure Agents adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures
  • Strong written and verbal communication skills – solid presentation skills
  • Computer proficient in Microsoft applications
  • Reliable, insured transportation and a valid driver's license
  • Experience working with brokers
  • Current license to sell Medicare Supplement insurance in North Carolina
18

Safeco Agent Project Development Manager Resume Examples & Samples

  • Responsible for developing Gold Product Strategy and develops our product evolution and road map
  • Manages existing core products (Gold Traditional, Gold Extended Hours, Gold Plus) while identifying new opportunities that drives agency adoption
  • Develops a product service offering that supports the Safeco Ignite market approach
  • Responsible for developing new innovative product and service features that expands the market space for available products offered by Safeco Gold
  • Embraces a rapid development approach that assures timely ideation, piloting and operationalizing of marketable product concepts
  • Develops product features that support the growth and profit objectives for Safeco Gold products on a national and/or basis
  • Gathers input and market intelligence from relevant cross functional stakeholders in order to drive innovative change that meets the market demand of our agents
  • Identifies legal, agency contractual and regulatory changes that impact product and service deployment of our Gold products. Takes action necessary to modify products and effectively communicates changes
  • Identifies training and education needs and facilitates material and marketing collateral development by leveraging USCM resources to support product evolution
  • Bachelor’s degree, along with Graduate degree/ professional designation or equivalent experience,
  • Minimum of 10 years progressively more responsible experience in a financial and/or project management environment with exposure to project planning, simulation, modeling, capital budgeting, cost benefit analysis and information systems development required
  • Minimum of 5 years of management experience required
  • Proven ability to develop product evolution road maps
  • Proven ability managing core product lines while identifying new opportunities to drive profit and success
  • Experience conceptualizing, piloting and operationalizing designated strategic initiatives that expand the product offerings
19

Agent Manager Edc-denver, Colorado Resume Examples & Samples

  • Continually build and nurture EDC agents. Partner with the EDC Agency partners to recruit and manage agents
  • Collaborate with agents and agencies to build and develop activities that drive towards increased lead generation and act as a liaison between EDCs and UHG sales process owners to ensure EDCs are appropriately set up and supported across their lifecycle. This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Coach / Develop staff to achieve quantitative and qualitative performance targets. Use data and insights to coach for optimal performance
  • Manage day-to-day time and activities to ensure appropriate leading indicators of success and corresponding sales results
  • Monitor sales results, trends and hold representatives accountable for achieving committed to sales and share resources commensurate with sales production
  • Conduct activities required to ensure alignment with compliance with CMS regulations
  • Conduct regularly conducted meetings to discuss sales results / activities and provide feedback / coaching on opportunities for improvement
  • Identify and develop strategic relationships with individuals and organizations that influence the buying behavior of our target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations)
  • 2 years Medicare sales experience
  • Excellent relationship building skills (communication, negotiation, influencing, listening)
  • Demonstrated track record of identifying organizational shared interests and ability to build coalitions to support successful outcomes
  • Demonstrated ability to influence matrix and internal/external partners
  • Demonstrated ability to handle pressure, tension, ambiguity, changing priorities, and multiple viewpoints in a manner consistent with UnitedHealth Group's core values
  • Strong ability to collaborate and integrate multiple perspectives, yet are willing and able to be decisive in service of a strategic vision
  • Must have Colorado Life and Health Insurance License or be ability to obtain it within 90 days
  • Must have reliable transportation to and from job sites
  • Medicare Sales Management experience
20

Agent Manager Resume Examples & Samples

  • Continually build and nurture EDC agents
  • Partner with the EDC Recruiting Manager to source and select candidates to ensure a continual pipeline and sufficient base of staff to meet assigned sales / membership growth targets
  • Act as a liaison between EDCs and UHG sales process owners to ensure EDCs are appropriately set up and supported across their lifecycle
  • Monitor sales results, trends and hold representatives accountable for achieving targets
  • Partner with the Community Developer (CD) and (SD) to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations). Understand the strengths and weaknesses of each organization and how it impacts the marketplace
  • Ensure EDCs adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures
  • License to sell health insurance in the State
  • Ability to travel 75% throughout the territory
21

Manager, Global Agent Oversight Resume Examples & Samples

  • Strong leader, team player, and team builder who is strategic and practical
  • Ability to work with disparate lines of business in a large international organization
  • Excellent Power Point skills
  • Excellent Excel and Tableau skills
  • Experience with diverse cultures and perspectives, and to develop and lead cohesive strategies in the face of an increasingly-regulated landscape
  • Ability to manage staff in a different work location
  • Thought leader who can act as a conduit to influence employees, agents
  • Strong, decisive, bottom-line and action-oriented
  • Will hold people accountable
  • An effective communicator in groups and one-on-one, who can instill pride and passion both internally and externally
  • A motivator and a coach who can persuade others to adapt and meet time deadlines, with quality materials
  • Ability to be flexible with changing timelines and requirements
  • Minimum of 5 years of relevant experience in complex retail/consumer financial
22

Master Agent Channel Manager Resume Examples & Samples

  • Manage day to day business issues with CSD
  • Built and maintain relationships with key CSD executives, sales teams and primary contact
  • Assist in quarterly marketing plan development and implementation, including activities and budget with distributor
  • Monitor pricing, special promotions, price adjustments, rebates, field discounts, price protection, stock rotations, credit, shipping and return issues
  • Ensure IT coordination, accurate SKUs in system, accurate and timely reports including POS, inventory, pipeline, forecast and lead management
  • Provide service and support to CSD assist in pricing, process, quotes
  • Manage CSD certifications, reseller levels, requirements and status
  • Coordinate support efforts with inside sales, external sales and technical groups within CSD
  • Drive with CSD a recruitment program, ensure targeted resellers and targeted MSA’s are coordinate with ShoreTel and CSD field resources
  • Develop strategic business plans, creative marketing programs and effective sales tools to increase revenue, market share, and mind share within CSD to grow individual reseller accounts
23

Agent Manager, M&R Resume Examples & Samples

  • Act as a liaison between agent’s and UnitedHealth Group sales process owners to ensure agents are appropriately set up and supported across their lifecycle. This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • 3+ years of sales experience with medical/dental/financial services products
  • Strong technical / computer skills including WebEx, Excel, Word, PPT, et
  • Experience managing an independent sales distribution channel highly valued
  • Previous sales management experience strongly preferred
24

Universal Agent Assistant Manager Resume Examples & Samples

  • Responsible for daily operation of Universal Agent scheduled shift: plan daily short term front and back of house Universal Agent operations; provide proper guest check-in, check-out procedures
  • Meet marketing expectation in regards to tour penetration, analyze reports as required
  • Communicate daily arrivals, departures and room inventory needs; ensure daily check list duties and tasks fully completed with follow up communications; administer schedule adjustments which result in the satisfaction of all guests, associates and financial requirements
  • Maintain positive customer and associate relationship
  • Support customer service/marketing operating standards/procedures during scheduled shift
  • Processes/procedures include: Greeting, registering, establishing credit and issuing keys to guests, Completing check in/out procedures, computes bills, collecting payment and making changes for guests as required during their stay
  • Delivering general concierge services for all onsite guests by providing several ways of contact in order to address questions, concerns, and request in a prompt and satisfactory manner
25

Agent Territory Manager Resume Examples & Samples

  • Continually recruit, build and nurture independent agent relationships
  • Achieve assigned sales/membership growth targets
  • Organize involvement in formal and on-the-job training to ensure an accurate understanding of offered products, compliance/policy requirements, sales processes, brand and value proposition messages and sales systems
  • Ensure agents appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • Organize independent agent activities, leads and territories to ensure effective and efficient coordination across the territory
  • Act as a liaison between independent agents and sales process owners to ensure agents are appropriately set up and supported across their lifecycle. This includes, contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, compliance etc
  • Using data and insights, coach and develop staff to achieve quantitative and qualitative performance targets
  • Manage day-to-day time and activities of agents to ensure appropriate leading indicators of success and corresponding sales results
  • Conduct ride-along assessments to observe sales techniques/ensure professionalism and strict adherence to CMS compliance regulations
  • Conduct regular one-on-one agent meetings to review sales results/activities and provide feedback/coaching on opportunities for improvement
  • Develop community relationships to enhance overall local area marketing. Some examples include hospitals, clinics, senior centers, local associations, etc
  • 3+ years of Medicare sales experience OR experience working with Medicare / Senior Citizens, i.e. Community Developer
  • MS Office proficiency and experience running webinars
  • Alabama state Life and Health license OR Ability to obtain within 60 days
  • Valid driver’s license and reliable transportation
  • 2+ years of managing a team of field agents
  • 2+ years of business development skills OR experience developing activities / community events for seniors
26

Agent Manager, M&R Resume Examples & Samples

  • Partner with the Agent Recruiting Manager to source and select candidates for agent positions to ensure a continual pipeline and sufficient base of agents to meet assigned sales/membership growth targets
  • Conduct regular one - on - one meetings to review sales results / activities and provide feedback / coaching on opportunities for sales growth
  • Life and Health License for the state of Oklahoma
  • 3+ years of experience working in a supervisor or team lead capacity
27

Agent Manager Resume Examples & Samples

  • Continually recruit, build and nurture independent agency relationships
  • Achieve assigned sales / membership growth targets
  • Organize involvement in formal and on-the-job training to ensure an accurate understanding of offered products, compliance / policy requirements, sales processes, brand and value proposition messages and sales systems
  • Ensure agencies appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • Organize independent agency activities, leads and territories to ensure effective and efficient coordination across the territory
  • Act as a liaison between independent agencies and sales process owners to ensure agents are appropriately set up and supported across their lifecycle. This includes, contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, compliance etc
  • Manage day-to-day time and activities of agencies to ensure appropriate leading indicators of success and corresponding sales results
  • Conduct ride-along assessments to observe sales techniques / ensure professionalism and strict adherence to CMS compliance regulations
  • Conduct regular one-on-one agent meetings to review sales results / activities and provide feedback / coaching on opportunities for improvement
  • Coordinate and manage local area marketing events
  • Relationships with Medicare Advantage carriers and brokers
  • 3 years of Medicare and / or Healthcare sales experience
  • 2 years of business development skills
  • Excellent relationship building skills to communicate value propositions
  • Ability to effectively manage business plans and timelines
  • Possess a Life and Health license or ability to obtain within 90 days
  • Strong market relationships with brokers / consultants and community organizations
  • Reliable transportation and valid driver license
28

Manager, Agent Contracting Resume Examples & Samples

  • Strong people leadership skills absolutely required (will have approximately 30 non-exempt staff reporting indirectly)
  • Project management experience is a key function of this role given the amount of projects that are currently underway to implement automation in this department
  • Must be able to work collaboratively to resolve issues by utilizing a broad, strategic view and understanding
  • Knowledge and understanding of the agent contracting process is strongly preferred
  • Finance aptitude is helpful
  • Previous knowledge of Medicare or Government programs strongly preferred
29

Agent Manager Resume Examples & Samples

  • Partner with the ICA Recruiting Manager to source and select candidates for ICA positions to ensure a continual pipeline and sufficient base of staff to meet assigned sales/membership growth targets
  • Provide a structured on - boarding process, leveraging corporate contracting, certification and training processes, tools and systems
  • Achieve assigned sales targets: Achieve assigned sales / membership growth targets through ICA's in his / her territory(ies), with a minimum of 65% of sales derived via community based leads and referrals
  • 2 - 3 years of direct people management experience
  • Able to obtain insurance license within 90 days of hiring
  • Located within Eastern North Carolina
  • Healthcare sales
  • Medicare and / or Medicare sales experience
30

Neighbor Island Agent Manager Resume Examples & Samples

  • Responsible for increasing membership in UnitedHealth Care's Community and State Medicare products through the independent agent channel
  • Continually build and nurture our stable of agents
  • Source and select agent candidates to ensure a continual pipeline and sufficient base of staff to meet assigned sales / membership growth targets
  • Organize formal and on - the - job training to ensure an accurate understanding of our products, compliance / policy requirements, sales processes, brand and value proposition messages and sales systems
  • Organize agent activities, leads and territories to ensure effective and efficient coordination across the territory
  • Act as a liaison between agents and UnitedHealth Group properly supported. This includes, contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Coach and manage performance
  • Manage day - to - day time and activities of assigned agents to ensure appropriate leading indicators of success and corresponding sales results
  • Monitor sales results, trends and key performance indicators (KPI's) and help representatives achieve sales targets
  • Conduct regular one - on - one meetings to review sales results / activities and provide feedback / coaching on opportunities for improvement
  • Achieve assigned sales targets: Achieve assigned sales / membership growth targets, the a minimum of 65% of sales derived via community based leads and referrals
  • Partner with the Market Manager to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations)
  • Facilitate engagement of agents in executing these plans and ensure that agents appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • 2 years of sales experience or 2 years of experience building relationship in the community
  • Be comfortable using smartphone, tablets and laptops
  • Reside within Hawaii and be able to travel 100% of the time within the islands
  • Willing and able to obtain a State of Hawaii health insurance license within 90 days of hire
  • Experience in the health insurance, pharmaceutical sales or healthcare industry
  • Experience with Medicare / Medicaid products
31

Manager of Agent Sourcers Resume Examples & Samples

  • Manage/mentor a team of 15+ high-energy and passionate sales and recruiting professionals; a majority of the team is entry-level, moldable, and hungry to learn
  • Improve upon the sales strategy, build out KPI’s, establish effective pitching, and oversee metrics and reporting to provide team structure and focus
  • Create consistent reporting metrics processes and standards of excellence to recognize high performers and coach low performers
  • Pair with marketing resources to create additional engagement strategies the promotes Owners.com to passive and active real-estate agent candidates
  • Experience managing the operations and growth of a high-performing inside sales teams
  • Excellent knowledge in data-driven sales processes, KPI measurement, and coaching strategies based on data collected
  • High IQ, EQ, and Learning Agility - We value passion, tenacity, and creativity over the specific degree/school on your resume
  • The ability to build a structure to allow your team prioritize, organize and manage a large amount of information
32

Licensing Manager, Agent Markets Resume Examples & Samples

  • Proven business planning experience
  • Strong leadership, translating vision into goals, objectives and deliverables
  • Previous demonstration of success as a territory leader in the Licensing industry
  • Strong dealmaker with demonstrated expertise in the field of licensing
  • Extensive experience in trade marketing
  • Established strong agents, licensee and retailers relationships
  • Experience of operating in or an understanding of matrix management
  • Understanding of various licensing models including the DTR model
  • Ability to build confidence and trust in others, showing consistency between words and actions, and maintain a positive outlook, working constructively under stress and pressure
33

Agent Engagement Manager Resume Examples & Samples

  • 4+ years of financial services experience required, preferably in insurance/agency industry. Project Management experience
  • Ability to support consumer and market research projects, generate consumer and market insights, and tie these insights to actionable business recommendations
  • Ability to understand business needs and recommend agent engagement strategies and solutions
  • Ability to develop all collateral to support launch and ongoing business (product, prospecting, point-of-sale, educational materials, and agent support materials.)
  • Strong communications skills required
  • Ability to create and communicate the story in written reports, presentations, and via other avenues of communication
  • Intellectually-curious, analytical, impact-driven, persistent, and confident with sharing opinions and recommendations
  • Must be organized, able to work both independently and within a team, with strong attention to detail and strong project management skills
  • Capacity to support numerous projects simultaneously