Sr. Team Leader - Advisory & Business Development

The primary purpose of the Sr. Team Leader – Advisory is to lead voluntary benefits business and product development, while acting as a subject matter expert and overseeing all aspects of the Agency Advisory Support program. This position a) leads presales support b) owns and maintains the practice’s marketing process and templates, c) acts as a subject matter expert on sales matters, d) maintains 2-3 large clients, e) drives new revenue by supporting agency producers and account teams with prospect and client meetings, and f) manages the advisory support program/team.

ACCOUNTABILITIES

To provide strategies and solutions to meet the needs of VB clients and prospects. (Client Centered)Provides operational oversight of sales processes, data analytics and tools to drive growth and market expansion. (Results)To identify and deploy best-in-class market solutions which drives the best outcomes for the client. (Integrity and Accountability)

KEY RESPONSIBILITIES include, but are not limited, to the following

Leadership:Lead Advisory Support ProgramOversee and manage the Agency teamLiaison between agency(s) and carriers (escalations management)

Establish Practice Standards:Advisory Support processes and operations

Create & Conduct Learning BurstsAdvisory producer/account team training

Sales Support & Financial Management:Cross-sell support (inter-agency and advisory/across all agencies)Subject Matter Expert (inter-agency and advisory/across all agencies)Create and maintain Advisory Support program tools, marketing collateral and other sales support documentsManage advisory escalations

People & Team Management:Mentoring of all team membersConduct 1:1 career pathing meetings (quarterly)Conduct annual performance reviewsManage new-hire onboarding process of direct team membersConduct status meetings with team members (weekly)Oversee work distribution within advisory pod

REQUIRED EDUCATION AND EXPERIENCE

Bachelor’s degree or the equivalent work experience Life, health & accident license 10 years of voluntary benefits experience3 years of management experienceAdvanced knowledge of voluntary benefit solutions and technologyIntermediate to advanced working knowledge of PowerPoint and MS Excel is preferred (i.e. ability to perform pivot tables).

COMPETENCIES

Leads others to ensure that the team is providing best-in-class solutions that meet the needs of the client. (Client Focus)Ensures that products, tools, and trainings are up-to-date and that the solutions provided are carrier-agnostic. (Accountability)Must be able to listen and collaborate with agency account team(s), clients, and internal teams to ensure that they are strategically aligned to solve problems, as well as, meeting the requirements of all parties. (Collaboration)This position is the last line of peer review and establishes the foundation for what quality work is. They will train, mentor, inspect and inspire the work of the team to ensure it meets the standards set forth by the Practice Leader and Executive Operations Leader. (Quality of Work)

Specific knowledge, skill and abilities required for optimal performance:

Strong interpersonal, verbal, and written communication skills.Strong organizational and analytical skills.Strong financial management skills.Excellent troubleshooting, decision making and problem-solving skills.Strong teamwork skills combined with the ability to work independently with minimal supervision.Ability to multitask and successfully operate in a fast-paced work environment.Ability to prioritize projects and meet deadlines.Ability to follow through on and successfully execute tasks while adhering to specified quality standards.Demonstrated ability to provide superior customer service and maintain positive relationships with internal and external contacts.Proficiency in Microsoft Office Suite, including MS Word, Excel, and PowerPoint.Strong self-starter and fast learner including aptitude for learning internal systems, applications, and internal workflow of the department.Effectively interacts with people at all levels inside and outside of the company.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is:Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms.Occasionally required to stand and walk;Extensive use of computer and keyboard and viewing of computer screen is required.Specific vision abilities required by this job include vision, and ability to adjust focus.Other working conditions are normal for an office environment.Required travel to client meetings is expected (travel throughout the United States)

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .