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Ancillary Specialist - Dental, Vision, Life

Job Description

Primary Purpose:

Responsible for generating a predetermined new business sales volume through a network of licensed agents.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.


  • Accountable for making a high volume of sales calls to targeted life and health agents, quoting cases and issuing policies

  • Actively utilize the internal CRM sales tracking system to validate and record sales calls, quotes, and recruited agents

  • Prospect and generate Small Group new business proposals for your agent network

  • Evaluate agent performance and continually recruit agents to fill the sales pipeline

  • Prospect for potential agents from referrals, references or industry listings

  • Provide guidance to agents in developing selling strategies to obtain new and retain existing business

  • Manager agent relationships regarding perceived problems with claims processing, underwriting, rate increases, and company decisions impacting an agent's clients

  • Provide timely communication to agents on product offerings, network changes, rate changes and plan designs

  • Effectively collaborate with District Manager and Sales Representatives when working with health agents that have an established relationship with the team

  • Incumbent will be required to obtain a Life/A&H license in state of residence and any other state that the incumbent conducts business, which should be completed within 60 days of receiving approval from the resident state; however, we recognize that in some states the licensing process may take longer


Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience

  • 2+ years of sales related experience

  • Experience working ancillary products, dental, vision, life and disability products

  • Must possess excellent verbal and written communication skills in dealing with leadership of agencies and the C-Suite of employer groups

  • Strategic and consultative selling experience

  • Ability to adapt to new situations and learn quickly

  • Demonstrated experience in leading employee benefits sales meetings and following a structured sales process

  • A solid understanding of information technology used to provide employee benefits solutions (experience/understanding online enrollment technology, decision support tools and integration with payroll services

  • Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines

  • High degree of initiative, mature judgment, and self-motivation

  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization

  • Strong time management skills

  • Must be able and willing to travel

  • Ability to keep confidential information secured


Desired Skills:


  • Experience working with insurance producers selling over the phone or face to face

  • Health insurance industry business experience in the ancillary product portfolio

  • Variety of computer software knowledge related to job


#LI-ED1

Job Requirements

 

Job Snapshot

Location US-WI-Milwaukee
Employment Type Full-Time Employee
Pay Type Year
Pay Rate N/A
Store Type Insurance
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Company Overview

National General Insurance

National General Insurance Group is one of the largest automobile insurers in the United States. National General Insurance Group offers property and casualty products, including personal auto, RV, motorcycle, commercial auto and more. With a nationwide network of claims professionals and a 24-hour, toll-free claims hotline available 365 days a year, National General Insurance provides superior claims service for its customers. Learn More

Contact Information

US-WI-Milwaukee
National General Insurance
Snapshot
National General Insurance
Company:
US-WI-Milwaukee
Location:
Full-Time Employee
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Insurance
Store Type:

Job Description

Primary Purpose:

Responsible for generating a predetermined new business sales volume through a network of licensed agents.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.


  • Accountable for making a high volume of sales calls to targeted life and health agents, quoting cases and issuing policies

  • Actively utilize the internal CRM sales tracking system to validate and record sales calls, quotes, and recruited agents

  • Prospect and generate Small Group new business proposals for your agent network

  • Evaluate agent performance and continually recruit agents to fill the sales pipeline

  • Prospect for potential agents from referrals, references or industry listings

  • Provide guidance to agents in developing selling strategies to obtain new and retain existing business

  • Manager agent relationships regarding perceived problems with claims processing, underwriting, rate increases, and company decisions impacting an agent's clients

  • Provide timely communication to agents on product offerings, network changes, rate changes and plan designs

  • Effectively collaborate with District Manager and Sales Representatives when working with health agents that have an established relationship with the team

  • Incumbent will be required to obtain a Life/A&H license in state of residence and any other state that the incumbent conducts business, which should be completed within 60 days of receiving approval from the resident state; however, we recognize that in some states the licensing process may take longer


Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience

  • 2+ years of sales related experience

  • Experience working ancillary products, dental, vision, life and disability products

  • Must possess excellent verbal and written communication skills in dealing with leadership of agencies and the C-Suite of employer groups

  • Strategic and consultative selling experience

  • Ability to adapt to new situations and learn quickly

  • Demonstrated experience in leading employee benefits sales meetings and following a structured sales process

  • A solid understanding of information technology used to provide employee benefits solutions (experience/understanding online enrollment technology, decision support tools and integration with payroll services

  • Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines

  • High degree of initiative, mature judgment, and self-motivation

  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization

  • Strong time management skills

  • Must be able and willing to travel

  • Ability to keep confidential information secured


Desired Skills:


  • Experience working with insurance producers selling over the phone or face to face

  • Health insurance industry business experience in the ancillary product portfolio

  • Variety of computer software knowledge related to job


#LI-ED1

Job Requirements

 
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