Broker And Market Operator Grain Job Description Sample
We are seeking an experienced Insurance Sales leader with a proven track record of successfully driving Sales Growth via captive, exclusive, and independent health insurance sales agents. Note this job is not to sell insurance, but to partner with insurance sales agents to build awareness of Iora's highly differentiated primary care model and doctors offices that are in-network. As a member of Iora's Regional Growth Leadership team (Direct Sales, Marketing, Channel Sales), this role will play a critical part in helping Iora reach its goal of doubling patient growth each year.
The Northeast Segment
This role will be responsible for the agent development strategy and execution plan for Iora's Northeast region, with current focus on New Hampshire, Massachusetts, and Connecticut. Iora currently operates 5 primary care clinics in this region, with plans to expand further in 2018 and beyond. Across the region, there are richly diverse populations of older adults who deserve better care than they are receiving today, and this role is responsible for driving advocacy with those insurance agents who help older adults navigate the complexity of enrolling in different Medicare options. Given the breadth of geographic reach and different market conditions across states and counties, this job will require a highly strategic orientation to focusing on the right partners.
This role reports into the Senior Director, Market Operations of Iora's Northeast market with a dotted line to the Director of Channel Sales who has national accountability.
Responsibilities & Expectations
Drive Iora patient growth in the Northeast area by building relationships with captive, exclusive, and independent health insurance sales agents
Responsible for meeting regional goals for patient growth through the health insurance agents channel
Educate health insurance sales agents about Iora, it's superior care model and the benefits Iora provides to health insurance agents
Develop regional broker management strategy and operational plan
Collaborate with Direct Sales and Marketing to develop and execute on regional Go To Market plans
Minimum of 7 years of experience in growth environments
Minimum of 2 years of experience driving sales through insurance agents
Proven track record of beating sales goals
Experience in Medicare and Medicare Advantage preferred
Strong understanding of health insurance broker ecosystem – Captive sale agents and their managers, Field Marketing Organizations (FMOs), regional agencies, individual insurance brokers
Demonstrated experience with CRM, prospecting and opportunity management tools/systems, preferably Salesforce.com
Excellent interpersonal, communication, teamwork, presentation, and project management skills required.
Travel across territory will be an expectation. There also could be some very limited travel (once/year) related to training and building community with peers in similar roles across the country.
About Iora Health
Iora Health (www.iorahealth.com) is restoring humanity to health care by building a simple yet radically different primary care model from scratch: we know each of our patients as true individuals, and proactively provide them the unique combination of care, support, and inspiration they need to live their best life.
The Iora Health model of health care changes everything - payment, staffing, processes, IT systems, and culture. We have no status quo to defend, no arcane rules we must follow. We are a fast-paced, fresh-thinking, high-growth company building a better model of health care delivery.
Iora Health patients enjoy the benefits of improved access to care, non-office based encounters (e.g. phone, video chat, email, walking groups, etc.), an accessible and transparent medical record, and robust educational offerings. Iora Health practices offer smaller panel sizes, closer relationships between patients and care teams, and the opportunity to lead systemic change in health care delivery while working with a true team.
Enter all new business submission into the operating system for Clearance
Verification of licensing and compliance requirements for accounts
Follow up for information request with retailers
Prepare specifications of coverage and pricing for an account to be marketed to a carrier
Responsible for marketing to designated markets upon instructions of Broker
Communications with customers primarily confined to account information request, declination and/or quote release and follow-up
Compliance relative to account servicing based on company's policies and procedures
Take initiative to complete assignments independently
Process and review accuracy of endorsements and audits
Work on non-routine and more complex issues with assistance as needed
Responsible for the handling of binders
Responsible for the handling of account invoicing
Responsible for conducting quality control review on policies, endorsements and audits
Bachelor's degree preferred or equivalent combination of education and experience
B2B sales experience
Strong sales and marketing skills a must, business acumen, interest in continued education and professional development
Insurance license preferred
- Competitive base compensation & highl
Freight Broker (2014545)
Atlas Van Lines is comprised of a family of companies that deliver transportation and related services globally through a network of quality agents and select service partners. Atlas is distinguished by agent ownership and a shared commitment to help people go new places more easily and more securely. Through a continuing emphasis on service excellence, the company has achieved extraordinary growth.
Every day we help you go new places®, with expertise in moving and logistics, bringing the world within reach.
Freight brokers are responsible for managing the day to day operations within AWG logistics, including scheduling and tracking shipments, keeping our systems updated, and handling customer service. Freight Brokers will work closely with pricing in keeping an eye on market trends and overall capacity. This person will be expected to cross train and gain a working knowledge of all modes of transportation and understand AWG Logistics expectations of quality service.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Finds coverage for booked AWGL shipments with a focus on transportation buy rate and profitability. Keep taps on market trends and rates.
Keep AWG Logistics systems updated with correct and current data: TMW, Atlas Net etc…
Track and trace current shipments and keep customers up to date with any issues or concerns that may arise.
Education and/or Experience
High school diploma and/or GED, Associate's degree (A. A.) or equivalent from two-year college or technical school; or three to five years related experience preferred; or equivalent combination of education and experience.
Effective problem-solving, organizational, and analytical skills
Mathematical Skills with ability to calculate figures and amounts such as discounts and interest. Ability to apply concepts of basic algebra.
Excellent written and verbal communication skills
Good reasoning ability and detail-oriented
Knowledge of Database, Spreadsheet, and Word Processing software such as Microsoft Office is required
Ability to establish and maintain effective working relationships with employees, agents, and other outside organizations
Director Of Broker Development
Director of Broker Development
Department of Broker Development
REVIEWING MANAGER: Co-CEO, Lindsay Miller
HUMAN RESOURCE MANAGER: Director of Employee Success
OFFICE LOCATION: Headquarters Office
SCHEDULE: Full Time (40 hours per week)
MAIN OBJECTIVE: The Director of Broker Development will focus on all areas of broker management; sales, recruitment, relocation, commercial, etc. Overseeing the Managing Broker team, licensing department, and compliance, the Director of Broker Development will help build strategies, and manage P&L, to grow and expand the sales division and overall revenue at d'aprile properties.
Manage and actively review processes for hiring, onboarding, training and the education for Managing Brokers
Oversee and manage the recruitment goals for all d'aprile properties offices, including the recruitment of new and tenured agents
Oversee and manage the sales goals of each d'aprile properties office
Manage and actively review sales and training activities for Managing Brokers in each office
Responsible for all topline sales numbers, including the P&L management for all offices
Further define the relocation policy and procedure
Define the commercial division
Develop an internal lead referral process
Act as the Managing Broker for the holding company
Partner with the Managing Brokers on any and all transaction, arbitration, and documentation issues
Provide ongoing educational resources to Managing Brokers, including running monthly MB meetings, shadowing weekly meetings (quarterly), observing meetings with agents, etc.
Oversee the Local Leadership Teams; attend monthly meetings in each office
Assist the Managing Brokers with growth strategies in each office
Regularly review and update training programs/outlines
Manage and oversee compliance and licensing departments
Oversee and update company policies to be compliant with national, state and local real estate law
10+ years working as a licensed real estate agent
5+ years experience as a working Managing Broker
3+ years (preferred) in a leadership role managing other managers
Experience managing a P&L greater than 5MM
Knowledge of Illinois, Indiana, Wisconsin and Michigan real estate laws (preferred)
Travel up to 75% across Illinois, Indiana, Wisconsin and Michigan
OUR COMPANY + CULTURE
d'aprile properties is a boutique real estate brokerage that serves the Chicagoland area as well the beach communities of Northwest Indiana, Southern Wisconsin, and Southwest Michigan. With nine convenient office locations, cutting-edge technology integration, and alluring marketing programs, we offer an abundance of tools that allow our Agents to perform better and faster for their clients, creating unforgettable experiences. These resources have helped us achieve exceptional growth, landing us a spot on Inc.com's list of 5000 Fastest Growing Private Companies in America three years in a row.
As a full-service real estate company, our culture is truly what sets us apart from the competition. The people who choose to work at d'aprile properties, both Agents and Support Team members alike, help to develop an unparalleled culture that allows everyone to thrive, both personally and professionally. From staff appreciation events, to a casual and open office environment, to monthly mindset coaching by our Founder, we're lucky enough to say that we enjoy coming to work everyday because of the awe-inspiring people that surround us.
Come see the d'aprile properties difference!
The Broker Trainee operates as a team member to support clients and customer service reps. The candidate would be providing excellent customer service to customers via email and on the phone in matters dealing with account related questions and trading. Strong Customer Service, Relationship Building and Communication are essential in this role. The ideal candidate will have 1-2 years experience with proven experience in a Customer Service or Financial Brokerage Services industry.
Shift Hours: 4 day/10 hour shifts, which will rotate on a bi-monthly basis.
Monday-Thursday: 2pm -- 12am
Friday -- Monday: 2pm -- 12am
Monday -- Thursday: 10pm-8am
Friday -- Monday: 10pm -- 8am
Saturday -- Tuesday: 8am -- 6pm
The position performs the following functions.
Directly responsible for placing trades for customers over the telephone using desktop trading products.
Provide assistance to online customers by answering phone calls and responding to emails and Live Chats.
Resolving complex customer trading issues.
Work with margin accounts and review buying power as well as maintenance levels.
Assist customers with complex Option trades, and other advanced orders.
Troubleshoot basic technical problems for website and also mobile platforms.
Process information associated with clients account, research more complex issues to correct/minimize problems.
Provide excellent customer service in a professional manner.
Understand, comply, maintain and reinforce regulatory and firm policies and procedures/guidelines.
Proven expertise and in Microsoft Desktop Operations systems (Windows 7, WindowsXP, Apple Mac OS X).
FINRA Series 7 & 63 is not required initially; however, willingness to obtain within 3-4 months is required.
Ability to communicate effectively over the telephone/email and establish credibility and trust with a variety of clients.
1-2 years of prior customer service, call center, operations or financial services related experience.
Solid understanding and exposure to financial service/trading industry.
Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point) and Internet
Ability to work independently and with a team to handle all issues while working under strict time constraints and in a fast paced high-pressure environment.
Detail and results oriented and able to prioritize tasks in a multi-task environment.
Experience in leveraging organizational skills to support client needs, focusing on execution, accuracy and efficiency.
Experience processing client service requests a full service retail brokerage environment.
Strong communicator who can effectively process constructive feedback. Excellent oral and written communication and strong desire to provide an exceptional customer experience.
Able to exercise independent thought and judgment and adapt to new tasks with little notice.
Must be confident and credible over the phone and in person.
Solid interpersonal skills are required.
Bachelors Degree or equivalent business experience.
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. Ally's legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. Ally has an award-winning online bank (member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies.
Business Unit/Enterprise Function
Ally Bank is a direct bank in the U.S. that offers a straightforward approach to banking with no minimum deposit required to open an account, no monthly maintenance fees and 24/7 live customer care. A subsidiary of Ally Financial Inc. and member FDIC, the bank offers online savings, interest checking, money market accounts, certificates, and IRA Plans and products. Ally Bank has been named "Best Online Bank" for five of the past seven years by MONEY® Magazine.
Total Rewards Information
Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Plus, we have a flexible paid-time-off program including time off for volunteer opportunities. Ally's Total Rewards Program is designed to enrich your life at work -- and outside of it and includes:
Industry-leading 401K retirement savings plan with matching and company contributions
Wellness program encouraging healthy living with financial rewards
Flexible health insurance options including dental and vision
Pre-tax Health Savings Account with generous employer contributions
Pre-tax commuter benefits
Other work-life integration benefits including parental and caregiver leave, adoption assistance, backup child and adult/elder day care program, child care discounts, tuition reimbursement, LifeMatters® Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs
Ally is an Equal Opportunity Employer
We extend equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Tax Director/ Broker Dealer
Vanguard is seeking a Tax Director with Broker Dealer exp. for our Retail Investor Group. Will lead a team of tax analysts and professionals to ensure compliance with domestic and foreign tax information reporting and tax withholding regulations.
To oversee tax-related client account updates to ensure accurate withholding and reporting. To employ a pro-active approach to information reporting and tax withholding to contribute to improved client reporting and business processes to minimize risk associated with regulatory penalties and/or non-compliance.
Duties and Responsibilities
1.Manages staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Sets performance standards, reviews performance, provides feedback, recommends wage increases in accordance with all applicable Human resources polices and procedures.
2.Oversees and maintains accountability for the regulatory compliance and tax documentation procedures for the RIG Division's broker dealer and transfer agent retail investor tax, cost-basis and withholding reporting and filing. Ensures that returns are filed accurately and timely and all financial refunds and liabilities are reconciled and properly accounted.
3.Interprest and communicates evolving US, and state tax rules and regulations. Ability to review detailed tax information and client documentation to offer tax compliance guidance to business operations
4.Work with operational and business colleagues to ensure processes and controls are in place to ensure proper tax documentation is on file and withholding and reporting occurs in accordance with IRS Regulations.
5.Oversees multiple end-to-end business processes to ensure compliance with SEC and FINRA regulations. Provides second-level interpretation of SEC and FINRA rules and regulations.
This includes all aspects of change management, legal and compliance issues, service, operations interfaces with legacy systems, workflow and procedures, testing requirements, reporting budget, and benefits measurement. Leads and manages Retail Tax Compliance and Oversight functions for the RIG division Implements appropriate measures and reporting to control activities and/or functions that support the transfer agency and/or broker dealer.
6.Reviews all applicable current and future regulatory requirements in order to ensure effective Written Supervisory Procedures (WSP) are in place. Enhances procedures commensurate with changes in market regulation. Utilizes the necessary FINRA securities licenses, acts as the Registered Principal Responsible for several WSP to ensure they are updated and followed. Ensures proper identification and training of delegates.
7.Protects and enhances Vanguard's reputation through continued efforts to strengthen and improve tax reporting and services to clients. Partners with various Vanguard departments including Legal, Risk, and Compliance. IT and our Retail Business segments to analyze and resolve potential compliance or complaint issues, to resolve issues in a timely and thorough manner appropriately balancing client service, risk, and legal considerations. Proactively monitors the regulatory landscape, and assesses impact to service offers, internal workflows and procedures. Ensures readiness for regulatory inspections and examinations.
8.Directs and motivates Tax Analyst team toward meeting overall business plan objectives and other desired results by developing and executing on strategy. Promotes cohesiveness and cooperation within RIG Ops and other RIG business partners; communicates and reviews all Vanguard crew policies to staff in a timely manner; follows up on implementation of policies to ensure that they are consistently applied.
9.Demonstrates initiative and creativity in developing strategy plans and goals for Retail Tax Compliance; Assesses internal and external client needs as a basis for recommending service enhancements while addressing the regulatory and operational related risks that are inherent in our transfer agent and broker dealer operations. Seeks ways to control costs while minimizing reputation, regulatory, legal, and monetary risk to RIG, VMC, and Vanguard overall.
10. Participates in all aspects of annual business planning and long-term strategic direction for the department and Vanguard. Understands the financial dynamics of the business forecast and proactively manages business segment expenses appropriately.
11. Maintains an appropriate level of Vanguard, Financial Industry and Tax Compliance knowledge; keeps current on Vanguard policies and objectives, continues to expand knowledge of the business and industry, keeps current on competition. Participates on industry committees involving tax policy such as ICI, and SIFMA.
12. Participates in special project and cross-functional teams/initiatives as needed and performs other duties as assigned.
The ideal candidate will posses
Undergraduate degree. CPA, and MS/MBA in taxation highly preferred or equivalent combination of training and experience.
Minimum 8 years of tax reporting/compliance experience with 5-7 years of management and leadership responsibility with focus on retail investor taxation
Advanced knowledge of tax withholding and reporting for securities including mutual funds, stocks, corporate and municipal bonds, and corporate actions.
Superior problem solving, decision making and analytical skills
Ability to lead and manage teams with direct and indirect reporting relationships
Strong knowledge of tax research databases and tax preparation software
Proficient in Microsoft office applications.
Series 7, 63, and 24 or the ability to attain within 6 months
Department Assistant, Broker Sales - Georgia Region
Description: Project coordination of various service and quality initiatives for the department of Broker Sales, Personal Advantage and Medicare in an effort to increase performance and meet/exceed established regional targets.
Responsible for the creation and maintenance of the department schedules which affords access for appointment availability to members which is a major driver in member satisfaction. Most activity is based at the regional office; however some assignments may involve work at the remote locations presentation and enrollment sessions. Provides administrative assistance to department directors, managers, and account managers, Sales Executives, and staff, including day to day oversight of processes and projects such as meeting management (leadership meetings, inter-departmental work group meetings, GCF meetings, MSBD Meetings etc.). Must be self-motivated with great initiative and the ability to manage and prioritize multiple projects simultaneously.
Must be able to work independently. Directs and coordinates department services and resources to support the department operational and customer service needs.
Schedule creation & Maintenance: Coordinates support process for departmental initiatives/projects.
Manage communication of all departmental requests for management approval. Maintains health plan employees', department director and manager's schedules and approves time at the direction of the Department Administrator. Monitors employee health records and EHS standards for department.
Organizes reminders and follow-up as necessary. Receive and track department QA results at the team level, verify completeness, monitor scores, and maintain files. Develop and tracking system to efficiently monitor completeness, accuracy, and timeliness.
Provide necessary documents for monthly budgets and reports to the department director and manager. Supports leadership in annual preparation of capital and operating budgets. Performs data entry and quality checks of annual budget in partnership with financial services.
The assistant will be responsible for providing leadership, and training for temporary assistance in department to ensure performance is as needed and projects are complete, accurate and on time. Assistant will own the responsibility of maintaining department schedule to include training sessions, presentations, business meetings and special projects.
Management of all resources to maximize utilization and cost efficiency by developing and monitoring business processes that support the continuum of care and service between departments.
Develop thorough understanding of KP policies, procedures, and programs as well as function of internal departments to effectively handle and transfer incoming phone calls and questions not related to the marketing department. Coordinate Marketing Department-sponsored Medical Office Open Houses in conjunction with Medical Office staff and other involved departments (i.e., Marketing Communications and Prevention Department). Oversee all related activities to ensure successful outreach to existing and prospective members/groups in our communities. Handle paperwork flow for setting up new employee and terminated employee, including phone, computer, training, etc.
Schedule training and continuing education for department. Coordinate all off-site meetings and special events. Produces PowerPoint overheads or visual aids for presentations.
Maintain Excel marketing databases (i.e. existing Account Assignment List, Account Mailing List, Account Termination List, and sold groups list) on a monthly basis. Coordinate mass mailings on regular basis for account segments as requested. Will need to be proficient in using Sales Connect and Active Strategy systems.
Responsible for maintenance of promotional and collateral room, including ordering supplies as needed. Handle paperwork flow for travel arrangements, expense reports, IT requests, time sheets, etc.
Project Management: Giving much attention to detail, the Assistant will be the project coordinator to create and maintain various assigned projects, tracking and reporting systems.
A check and balance system will be designed, maintained and used to ensure accuracy of the reports in preparation for presentation to various agents. Seeks input from Director and manager of Sales and Account Management as needed. Monitor program progress to ensure all objectives are delivered on time and within budget, and business results are realized.
Monitor program timelines, milestones, and resource usage. Ability to creatively think out the box to initiate and manage various department service and quality projects in an effort to meet and exceed established targets. Champion projects and physically visit the modules to re-enforce and motivate the teams.
Keeps the department on track in meeting deadlines, communicates information as appropriate and does needed follow-up. The Project coordinator function requires independent thinking and creativity with consultation with the Directors, Managers, and Account Management team as necessary. This function is designed to increase the service and quality performance of the department.
Oversee, coordinate, maintain, and document events tickets for the department.
Department Meetings: Coordinate and facilitate departmental meetings to include ordering meals, preparation of agenda, coordinating the schedule for guest speakers, minute's creation and distribution, and preparation of documents and presentations.
Flexibility is very important in this role for there are various monthly meetings to disseminate important information (i.e. updates, regional/departmental initiatives, in services, etc.) and having the assistant present is vital in that he/she is expected to organize the meetings and have needed resources available. The assistant serves as the 'point person' for the departmental meetings. Responsible for sending out meeting reminders and providing information to any absent team member from the meetings.
Minimum three (3) years of broad based administrative support experience.
Bachelor's degree in healthcare, sales, or insurance setting OR four (4) years of experience in a directly related field.
High School Diploma or General Education Development (GED) required.
License, Certification, Registration
Georgia Health Insurance License will need to be obtained.
Typing speed of forty five (45) words per minute required.
Proficiency in MS Office Applications.
Must be self-motivated with great initiative and demonstrate organizational, analytical, and problem solving skills, ability to work independently and to successfully project manage and prioritize multiple projects simultaneously.
Complete a Customer Service Assessment.
Knowledge of KP administrative operations and systems.
Customer service aptitude demonstrated through Customer Service Assessment.
Basic knowledge of insurance industry and HMO regulations preferred, including State and Federal laws.
Experience and knowledge of spreadsheet and database software preferred.
Primary Location: Georgia,Atlanta,Regional Office - 9 Piedmont 9 Piedmont Center 34 Scheduled Weekly Hours: 40 Shift:
Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 8:00 AM Working Hours End: 5:00 PM Job Schedule: Full-time Job Type:
Standard Employee Status: Regular Employee Group/Union Affiliation: Non-Union, Non-Exempt Job Level:
Entry Level Job Category: Sales and Marketing Department: Sales and Account Management Travel: No
Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.
Click here for additional requirements >
OVERVIEW: The Broker Consultant will produce profit through the brokerage of used boats by demonstrating the scope, presence and professionalism of MarineMax in the boating industry. The Broker Professional must recognize that business is built on customer satisfaction and devote him/herself to exceeding the customer's expectations.
Reports To: Brokerage Manager or Store Manager
Key Internal Relationships: Store Manager, Sales Manager, Sales Consultants, Broker Consultants, Sales and Brokerage Administration, Service Department, F&I/Business Manager.
§ Enthusiastically embrace the MarineMax values
§ Develop long-term relationships with customers
§ Conduct all activities in an ethical, legal and professional manner representing MarineMax values
§ Secure listings for the brokerage department boats that represent a quality product at a reasonable price for which MarineMax is noted.
§ Market and advertise the listings to best represent the product in the appropriate marketplace
§ Be familiar with the market on daily basis for what boats are available and what they are selling for
§ Bring buyer and seller together in price and terms on a timely basis, in a manner that meets the requirements of both parties.
§ Acquire full knowledge of complete product line, features and accessories available for purchase
§ Implement daily program to improve selling principles, including prospecting for new customers and follow-up on customers previously contacted.
§ Diligently inputs and maintains accurate and comprehensive customer and prospect information into the company's prospecting tools (IDS, Footsteps) and utilizes data on a consistent basis to generate sales.
§ Accurately compute and quote sales price, including tax, trade-in allowance and license fee, and communicate the requirements for financing the purchase
§ Project a professional and knowledgeable image to all customers
§ Successfully complete all required training programs including MarineMax University.
§ Oversee the delivery of each of their units sold
§ Introduce customers to the dealership team to emphasize quality and efficiency of dealership's service operations
§ Actively participate in boat shows and other off-site promotions
§ Demonstrate basic Seamanship skills
§ Foster team building and inter-company member support.
§ Acquire and/or meet any state applicable licensing requirements.
§ Fully understand states Department of Boating and Waterway pertaining to brokerage.
§ Fully understand any CYBA (California) FYBA (Florida) regulations and sales contracts as applicable.
§ Other duties as directed
Key Result Areas
§ Internal/External customer satisfaction/FANS
§ Monthly sales goals are accomplished
§ G.P.% is accomplished
§ Timeliness/accuracy of paperwork
§ Follow-Up with sold clients
§ Follow-Up with prospects
§ PMS System is correctly inputed and kept current
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Mdcr Broker Manager
Considered only for Work at Home North Carolina; training period in the office may be required
Accountable for driving and achieving company defined distribution channel sales goals and objectives. Responsible for the area of Western North Carolina, driving market strategy and the recruitment, onboarding, engagement, production, and compliance adherence of assigned independent agent base.
Responsible for meeting established health plan broker sales goal through management of assigned block of agents.
Prospects for and recruits new agents through collaboration with National and Direct agency relationships or through agent marketing activities targeted direct to the agents. Assures appropriate market coverage through management of agent recruiting activities.
Responsible for identifying and developing local preferred agents to support the attainment of health plan goals. Responsible for onboarding new agents by supporting their navigation of contracting, certification, and training requirement. Provides leadership for all broker training, recertification, and testing through face-to-face, individual, and group meetings and web-based resources.
Administers broker testing and recertification. Proactively develops agent activation. Strategy should utilize the deployment of various tactics such as face-to-face, telephonic, and written communication methods and information management.
Responsible for ongoing individual agent management.
Responsibilities include the establishment of production goals and compliance thresholds, along with the communication and ongoing enforcement of these established expectations with each assigned agent. Key role is to prioritize broker relationships according to their ability to meet or exceed expectations.
Makes recommendations to management on agents plan preferred designation and contract level status. Responsible for ensuring agent adherence to all CMS and Aetna guidelines. Monitors compliance with state, federal, and health plan regulatory requirements.
Maintains all files associated with broker contracting, including broker agreements. Reports all implementations and corrections to health plan management. Coordinates response to broker-related complaints.
Investigates documents and retrains brokers as necessary. Recommends termination of broker relationship with company as appropriate. Coordinates with the appropriate customer service and health plan resources to support broker activities.
Verifies and validates broker commission payments. Ensures broker commission payments are submitted for payment. Resolves issues and inquiries related to commissions from health plan and brokers.
Minimum 5 years sales and/or broker sales experience required.
Sales management experience preferred.
Excellent written and verbal communication and presentation skills.
Ability to use standard corporate software packages and corporate applications.
Ability to communicate effectively with all levels of management
The highest level of education desired for candidates in this position is a Bachelor's degree or equivalent experience.
LICENSES AND CERTIFICATIONS
Insurance/Insurance License is desired
Insurance/Medicare is desired
- Sales & Service/Individual sales/4-6 Years
- Marketing/Competitive intelligence/1-3 Years
- Desktop Tools/Microsoft Outlook/4-6 Years/End User
- Desktop Tools/Microsoft PowerPoint/1-3 Years/End User
Considered only for Work at Home North Carolina; training period in the office may be required
ADDITIONAL JOB INFORMATION
Highly rewarding opportunity to assist Brokers to achieve business objectives and at the same time provide our Members with peace of mind knowing Aetna will be there when they need us the most.
Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe.
We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come.
We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence.
Together we will empower people to live healthier lives.
Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities.
We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard.
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.
Aetna takes our candidate's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail.
Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.
Employment Type Regular Career Band Description Professional
Business Development Manager – Broker Sales
Business Development Manager – Broker Sales
Suffern, New York (North Territory)
The Business Development Manager works as part of an energetic and motivated sales team focusing on the development and expansion of the commercial Broker sales channel. The Business Development Manager is the face of Hudson Energy responsible for building a strong and loyal Sales Partner base and also works to improve the organization's market position to achieve financial growth.
This position defines long-term organizational strategic goals, builds key customer relationships, identifies business opportunities, and negotiates strong business deals while maintaining extensive knowledge of current market conditions. Business Development Managers work within a senior sales position, and it is their duty to work with the internal team, marketing staff, and other managers to increase sales opportunities thereby maximizing revenue for the organization.
To achieve valued goals, this person's responsibility will be to find and present to potential Brokers and ultimately convert them into Sales Partners to consistently grow future business. Business Development Managers will also manage existing Sales Partners to ensure a positive experience while often required to create presentations on solutions and services which meet or predict the Sales Partner's clients' future needs. Strategic planning is a key part of this job description; it is the business manager's responsibility to develop the pipeline of new business coming in to the company. This requires a thorough knowledge of the market, the solutions/services the company offers, and of the company competitive market advantages.
The Business Development Manager will identify and develop the company's unique selling propositions and differentiators using knowledge of the market and competitor's trends.
Is Just Energy Group the place for you?
Just Energy Group is a leader in the energy sector offering green energy, retail and commercial energy, and home services solutions. Our brands include Amigo Energy, Commerce Energy, Hudson Energy, Hudson Energy Solar, Just Energy, Momentis, National Home Services and Tara Energy. We are expanding in US, Canada, and the UK. We value integrity, innovation, customer-centricity, responsibility, enrichment, and excellence.
Energy, Opportunity, and Growth are core to your way of being and are essential to succeed with us.
You have the Energy to commit to going 'above and beyond' on everything you do, it is not the exception. You create success and deliver exceptional results. You expect that hard work is required to do great things.
You seek Opportunity. You focus on solutions, not problems. You are naturally inquisitive and business focused. You thrive working with diverse teams, and you are deeply committed to our collective success.
Your Growth is about what you and your team accomplish together, and is limited only by your energy and the opportunity you seek. You thrive on diversity in your work, on learning, and helping others learn as well. You effectively manage multiple tasks or projects on time, and you help your team to do the same.
Your key accountabilities:
Proactively consult with existing Broker accounts to identify needs and promote & sell commercial products
Actively manage Broker relationships by performing the following sales activities:
Develop new business from existing brokers while pursuing renewal business
Conduct sales meetings with Brokers to discuss Hudson's competitive advantages
Conduct portal training sessions with Broker and their agents
Contact under-performing Brokers to generate incremental business
Develop new brokers that join the Hudson customer base
Utilize sales skills to manage and influence close ratio of Broker business
Negotiate prices and contracts while ensuring compliance of company policy
Identify market opportunities and present to management for review
Customizing commercial price requests and sales collateral for potential clients based on needs assessment
Create cost analyses based on market specific customer historical data
Develop solid understanding of Hudson's products and markets in which the BDM operates
Develop a good understanding of electricity and natural gas principles
Your background includes:
Minimum of five years' experience in business development with at least one of those years in energy sales
Excellent verbal and written communication skills
Ability to achieve goals or targets with a sense of urgency
Ability to excel in front of the customer (phone and face-to-face)
Results-oriented with a high level of personal initiative
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