American Senior Benefits is dedicated to helping seniors navigate their insurance options with confidence. The Sales Manager Trainee will conduct initial assessments of client needs, present insurance options, and support a team of professionals to meet KPIs while ensuring client satisfaction.

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