Benefits Manager develops, implements, administers, and maintains benefits programs, policies, and procedures. Ensures programs are equitable, meet employee needs, comply with legal requirements, and are cost effective. Being a Benefits Manager develops benefits communications and counsels employees on benefits related issues. Evaluates existing benefits programs against peer organizations to determine competitiveness, trends and developments. Additionally, Benefits Manager requires a bachelor's degree. May require Certified Employee Benefits Specialist (CEBS). Typically reports to director. The Benefits Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Benefits Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Department: Job Title: Reports to:
Sales Sales Manager VP, New Business Compliance &
Sales
Job Summary: The following statements are intended to describe the general nature and level of work being performed. They
are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
The Sales Manager is primarily responsible for generating new business for all service lines through the
development of strong broker relationships and successful presentation of CDB solutions to prospects.
Essential Functions:
business
o Leading, organizing and planning formal presentations and meetings with brokers and
their prospects, broker firms, CE courses for brokers, event planning for seminar
marketing and presentation of solutions and proposals to clients as needed.
sales process:
o Qualifying prospects through questions and regular interactions with brokers in
accordance with the Sale’s RACI
o Regular targeting of employer prospects with key brokers
o Working with brokers to collect information necessary to finalize competitive proposal
o Following up with brokers on RFPs to get to finalist or presentation opportunity
o Providing competitive feedback to stop loss partners
o Daily maintenance of Salesforce
Essential Skills and Experience:
Fundamentals: Deliver Results; Communicate Personally; Get Clear on Expectations; Create the WOW;
Take Care of our Client; Own It; Be a Fanatic about Response Time; Be Positive and Bring It
StrengthsFinder: Communication-I; Focus-E; Responsibility-E; Restorative-E; Self Assurance-I; Strategic-S;
Woo-I; Harmony-R; Achiever-E; Command-I
Degree of Supervision: Close Supervision (Entry Level), Supervision (Independent), General Supervision (Advanced),
Direction (Manager), General Direction (Director)
Revised 10.2021
Sales Manager
Success Factors (List at least 2 situations that would designate success.)
Situation: Generating qualified leads across all lines of business.
Obstacle: Reaching employers and brokers to educate on value and solutions.
Action: Develop and partner with brokers and employers through professional networks
Result: Increasing revenue a minimum of 10% each sales year
-
Situation: Closing sales across all lines of business
Obstacle: Understanding CDB’s solutions
Action: Participate in regular Account Management client engagements to understand
the solutions CDB provides to be used to find pain points with prospects.
Result: Increasing revenue a minimum of 10% each sales year