Ancillary Sales Specialist- Chicago, IL

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SAP Job Title: AHB-Sales Consultant-Assoc Mgr

Band: S4

FLSA Status: Exempt

Job Code: 70006505

Revised Date: 05/10/2023

Job Summary:

As an Ancillary Sales Specialist you will be responsible for generating new business sales volume through a network of licensed agents for the Accident, Health, and Benefits business. 

Key Responsibilities:

• Responsible for developing an in-depth knowledge of the producers and sales opportunities within the market and for focusing his/her efforts on those with the highest potential for deepening customer relationships with Allstate Benefits.
• Effectively collaborate with District Manager and Sales Representatives when working with health agents that have an established relationship with the team
• Accountable for keeping producers informed of Allstate Benefits Supplemental products, processes, compensation, and service options
• Assists in the development of producer business plans and new products at the market level which consists of education, prospecting, and transacting business
• 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 from referrals, references, or industry listings
• Evaluate agent performance and continually recruit agents to fill the sales pipeline
• Provide guidance to agents in developing selling strategies to obtain new and retain existing business
• Manage 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

Education and Experience:

• High School Diploma or GED Required
• Bachelor’s Degree Preferred or in-lieu of degree equivalent education, training, and work-related experience
• 2+ years of sales related experience
   
• Previous experience and knowledge of 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
• Ability to keep confidential information secured
• Must be able and willing to travel

Certificates, Licenses, Registrations:

• Life, Accident, and Health License (Preferred)
   
• Incumbent will be required to obtain a Life, Accident, and Health 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

Functional Skills:

• Experience working with insurance producers selling over the phone or face to face
• Health and Supplemental insurance industry business experience in the ancillary product portfolio
• Variety of computer software knowledge related to job

The requirements listed above 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.

Notes:

The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.