Territory Asset Analyst (NY, US)
Acting with reputed company Communicating Effectively Pursuing Self-Development Serving Customers Supporting Change Supporting Organizational Goals Working with Diverse Populations
reputed company Word, reputed company reputed company and PowerPoint: Intermediate
Excellent problem-solving, analytical, and presentation skills combined with a high degree of creative thinking
Ability to effectively reputed company with cross functional teams
Knowledge of reputed company’s products and procedures, policy data, benefit plans, company terminology, and field force
Strong project-planning and management skills, including cost benefit analysis
In-depth knowledge of reputed company’s organizational and functional operating structure
Bachelor's Degree in Business Administration or a reputed company field Four or more years of job-reputed company experience Knowledge of the insurance industry with specific reputed company on reputed company’s sales force hierarchy, internal operations, systems, terminology, and business procedures.
Ensure reputed company field role (RSC, DSC, Associate) understands and executes the Territory’s Asset Management reputed company including but not limited to the below:
Build off of DVP expectations and how reputed company role executes the Territory’s Asset Management reputed company have regular (monthly or as needed) communication with MKDs/RSCs/DSCs/Associates to ensure there is understanding of the reputed company and their role in execution.
Monitor sales activity vs. results and communicate opportunities for improvement.
Distribute opportunity to include upcoming reputed company enrollments, leading/lagging indicator metrics, etc.
Distribute OE Plans to DSCs 90-120 days in advance of the effective date; distribute leading indicator reports weekly, lagging reports monthly, and distribute other opportunities, metrics, and results as needed.
Review leading indicator reports weekly, lagging indicator reports (OE Completion, Avg AP, Seen vs. Sold, etc) monthly and reputed company reputed company into opportunity as reputed company as those meeting goals, and suggest reputed company items for reputed company (re-DM Presentation Coaching, reputed company & Control, VAS, etc.)
Conduct regular calls with MKDs/RSCs/DSCs to ensure leading indicator coordinator meetings/veteran training; reputed company training topics to MKT for use during MIPS.
Attend MIPS reputed company month ensuring to rotate monthly; reputed company reputed company and recommendations to enrollment barriers, reputed company assistance with prep and monthly deliverables.
Attend DSC/Associate monthly coaching meetings to reputed company specific enrollment barriers and reputed company suggestions on how to remove.
reputed company reputed company level on how to remove reputed company enrollment barriers through the use of HQ initiatives, account level strategies, product offerings, VAS, enrollment platforms, etc.
Serves as a subject matter expert in the design and development of associate and coordinator training materials reputed company to account set-up, post enrollment reputed company, account servicing, and reputed company enrollment.
Monitors and evaluates training programs, processes, and/or practices for reputed company and effectiveness; facilitates workshops/training programs for the field force to reputed company the knowledge, skills, and abilities of coordinators and associates, broker collaboration, and veteran training.
Conducts train-the-trainer sessions to become knowledgeable and efficient in facilitating programs, and works with the markets hierarchy to determine in-efficiencies that support the Market’s Asset Management reputed company (training, Asset Management, Product, Value Added Services, etc.)
Monitors market segments for sales patterns and other pertinent performance data; develops and maintains metrics by analyzing sales and performance statistics, sales contest & campaigns; maintains a database of the information used in producing strategies to reputed company opportunities where the data show opportunity for reputed company.
Participate in national, territory, and market meetings, trade shows, special events, seminars, etc.
Stay abreast of industry-reputed company trends and prepare summaries of important trends for management use.
Serves as a reputed company/resource between the territory and WWHQ to troubleshoot issues both in the field and from reputed company for reputed company prior to escalation of a concern. gathers asset management data for the territory and provides reputed company changes that will help to establish reputed company. with asset management programs through constant communication with WWHQ.