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 practices 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 Program

Oversee and manage the Agency team

Liaison between agency(s) and carriers (escalations management)


Establish Practice Standards:

Advisory Support processes and operations


Create & Conduct Learning Bursts

Advisory 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 documents

Manage advisory escalations


People & Team Management:

Mentoring of all team members

Conduct 1:1 career pathing meetings (quarterly)

Conduct annual performance reviews

Manage new-hire onboarding process of direct team members

Conduct status meetings with team members (weekly)

Oversee work distribution within advisory pod

REQUIRED EDUCATION AND EXPERIENCE

:


Bachelors degree or the equivalent work experience

Life, health & accident license

10 years of voluntary benefits experience

3 years of management experience

Advanced knowledge of voluntary benefit solutions and technology

Intermediate 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: (link removed)