Job Description

Job Description

Job Description

General Summary:

As an Agency Success Manager you will be responsible for developing and leading a high performing sales and customer service team across multiple lines of health benefits business, including Individual/Family, Medicare plan and Group. You will execute strategic growth plans, manage sales and customer service performance, and coach a team of licensed agents and support staff. This role will be at the center of a growing environment, helping shape scalable processes, driving strategic growth, and expansion into new markets. This role requires a strong leader, with deep experience in sales and customer service, a background in healthcare or insurance, and a proven ability to scale teams and revenue. This is an exempt position and may require hours that exceed a standard 40-hour work week.

Key Responsibilities: 

• Sales Leadership & Strategy
  • Develop and execute sales strategies to drive growth across multiple service lines.
  • Set and manage KPIs for the team as a whole and individualized targets for licensed agents.
  • Continuously refine sales tactics based on data and market trends.
  • Lead the efforts to execute on annual renewals and identify cross-sell and upsell opportunities with customers.
  • Build scalable, repeatable sales processes tailored to each line of business.
  • Analyze market trends and competitor activity to identify opportunities.
• Customer Service
  • Ensure excellent customer service across all lines of business and follow-through across all stages of the client lifecycle.
  • Set and manage KPIs for customer service metrics and outcomes.
  • Ensure proper phone and email coverage is established each day and monitor effectiveness of scheduling.
• Team Management & Development
  • Train, manage and recruit (when needed) a team of licensed insurance agents and customer service-based support staff.
  • Foster a high-performance culture through regular mentoring, coaching, individualized feedback sessions and performance reviews.
  • Create and foster a collaborative environment across all disciplines within the team ensure superior customer satisfaction and retention.
  • Create and deliver sales training programs and resources.
• Business Development
  • Own and grow strategic partnerships and referral networks with local businesses, healthcare providers, and community-based organizations.
  • Represent the agency at networking events, trade shows, and community functions.
  • Leverage digital tools and CRM systems to manage leads and streamline the sales process.

· Cross Functional Collaboration

o Work closely with Customer Engagement, Customer Management, Project Office and leadership to ensure alignment on growth goals and customer experience.

Qualifications:

• Proven experience in a sales management or growth-focused role, preferably within the insurance or healthcare industry
• At least 5 years in a managerial role responsible for hire/terminate of team members
• Active health insurance license (or ability to obtain one within a specified time).
• Strong leadership, coaching, and team-building skills
• Sales acumen
• Customer Service acumen
• Strategic thinker who also thrives in tactical execution
• Data-driven and results-oriented, with excellent analytical and problem-solving abilities
• Proficient with CRM systems and sales performance tools
• Excellent communication and interpersonal skills
• Negotiation skills
• Strong relationship builder who enjoys cultivating long-term partnerships
• Proven ability to build culture, motivate teams, and drive results

Action Benefits is a health insurance agency based in Southfield, Michigan, specializing in providing comprehensive health coverage solutions. They offer a range of products, including individual and family plans, Medicare options, and group benefits, tailored to meet the diverse needs of their clients. With a focus on personalized customer service and expert guidance, Action Benefits aims to help individuals and businesses navigate the complexities of health insurance, ensuring they find the right coverage to fit their unique circumstances

Company Description

Action Benefits is a health insurance agency based in Southfield, Michigan, specializing in providing comprehensive health coverage solutions. They offer a range of products, including individual and family plans, Medicare options, and group benefits, tailored to meet the diverse needs of their clients. With a focus on personalized customer service and expert guidance, Action Benefits aims to help individuals and businesses navigate the complexities of health insurance, ensuring they find the right coverage to fit their unique circumstances

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