Sales Operations Manager

We are seeking a full time Sales Operations Manager in our Employee Benefits Sales Division at our corporate headquarters located in Hauppauge, New York.

Responsibilities

• Oversee the sales funnel, tracking, analyzing, and recommending improvements.
• Assist with preparation for internal and external sales meetings including presentations and content development (Employee Benefits related)
• Manage carrier contact availability and coverage notifications
• Serve as a liaison between senior management and IT department providing senior management with updates on key business and sales related IT initiatives
• Serve as a liaison between senior management and sales teams.
• Help review new partnership opportunities in the benefit technology space and other potential products to enhance our portfolio of broker and client resources
• Assist in the process of recruiting, hiring, and training sales representatives.
• Identify customers and sales opportunities by analyzing sales data and consumer trends.
• Generate accurate, timely, and properly formatted system reports and provide recommendations to improve the report dashboard experience
• Provide oversight of the 3-person Benefits Administration Department and the 4-person Benefits Enrollment Unit
• Gather market level intelligence to help expand our footprint to new areas across the US
• Assist with matters pertaining to the ownership of our building (225 Wireless) such as rental issues, dealing with vendors for repairs, and meeting with vendors for building construction projects
• Work with leadership to provide data-driven input on future organizational goals
• Other ad-hoc projects as assigned

Qualifications

• Excellent computer skills – Excel, Word, PowerPoint in particular
• Very detail oriented and the ability to ensure processes are executed
• Ability to read and understand reports
• Fast learner with excellent documentation and organizational habits
• Excellent communications and people skills – both written and verbal
• Ability to work in a faced paced, high volume environment
• Ability to prioritize and reprioritize projects with minimal supervision
• Excellent problem solving and critical thinking skills.
• Familiar with insurance/brokerage industry practices and concepts a plus
• Excellent verbal/written and organizational skills
• Bachelor’s degree
• On-site M-F 9am-5pm

Compensation

$75,000 - $100,000 Annually

About PGP

Professional Group Plans, Inc. is a full-service general agency that provides a vast array of employee benefit programs and services to the insurance brokerage community and their clients since 1993. We specialize in employee benefits, primarily selling group health, dental, life, and disability insurance through our network of insurance professionals. We are most health insurance carriers’ top producing general agent in the region and are considered an innovator in the industry. With over 90,000 employer groups across the country, we pride ourselves on servicing every client with the same prompt and courteous service.

The healthcare industry is moving at its fastest pace and we are committed to staying on the cutting edge of healthcare industry information. We strive to stay firmly entrenched in the day to day, servicing our brokers and their clients with a passion, positioning ourselves not as a vendor to our brokers, but a true partner in their business.

We are headquartered in Hauppauge New York with other locations in Manhattan, New Jersey, Connecticut, and Pleasantville. Our team has over 100 members dedicated to empowering our broker partners through service, expertise, and resources. They have developed many proprietary products and solidified a multitude of exclusive contracts to provide a rich portfolio of resources that drives success.

We remain focused on continued market analysis and strategies to deliver the best advice, products, resources, and tools that give our broker partners a competitive advantage.

Other affiliated companies are PGP Medicare, a valuable resource for brokers in today’s benefits world, and PGP Energy, the marketing arm for an energy service company.

Our motto is simple: treat people the way you would like to be treated and never lose sight of the importance of relationships.