Allstate Benefits Job Description
Allstate Benefits Duties & Responsibilities
To write an effective allstate benefits job description, begin by listing detailed duties, responsibilities and expectations. We have included allstate benefits job description templates that you can modify and use.
Sample responsibilities for this position include:
Allstate Benefits Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Allstate Benefits
Typically a job would require a certain level of education.
Employers hiring for the allstate benefits job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Accounting, Communications, Computer Science, Finance, English, Journalism, Management, Statistics, Leadership
Skills for Allstate Benefits
Desired skills for allstate benefits include:
Desired experience for allstate benefits includes:
Allstate Benefits Examples
Allstate Benefits Job Description
- Accountable for execution of national marketing initiatives as they relate to his/her assigned products
- Responsible for working with and taking direction from the Regional Financial Sales Leader (“RFSL”) or other regional field sales leadership as assigned by the region
- Identifies and develops top producers, with the guidance of the RFSL or other regional field sales leadership appointed by the region
- Assists in the development of producer business plans at the agency level, trains producers, participates in prospecting activities, and conducts point of sale work
- Oversees benefit specialist organizations to maintain appropriate levels of service and reduce opportunity for channel conflict
- Maintains appropriate reports and tracking mechanisms to identify “pipeline” opportunities for AB Regional Benefits Leader
- Helps producers identify ways to attract and retain new and existing customers
- Develops new business opportunities and sales growth by initiating and maintaining strong producer relationships
- Conducts product and sales training through individual and group training sessions, seminars, workshops and meetings
- Identifies customer needs and available resources to support planned sales activity
- Prior work experience in the insurance industry preferred
- Claims examination experience highly preferred
- Bachelor's degree in business or a related field strongly preferred
- Minimum intermediate SAP knowledge and experience
- Must have excellent customer service, verbal/written communication, and strong analytical and organizational skills
- Proven organizational skills with the ability to work independently and with minimal supervision while managing multiple projects in a time sensitive environment
Allstate Benefits Job Description
- Develops and shares proactive sales techniques with other AB Field Leaders that lead to increased revenue through effective territory management
- Develops and implements marketing and sales support initiatives to support and maximize sales efforts
- Leads special projects contributing directly to sales efforts in such areas as product development, marketing, and compensation
- Regional Directors and Lead Marketing Coordinator directly report to the FVP
- Leads all distribution-related activity for National Accounts (Blue Chip/Large Brokers, Designer Space)
- Develops strategic business plan (production, retention, education, and profitability) for all targeted lines of business
- Has responsibility for generating profitable growth
- Provide leadership and development to all territory personnel
- Has responsibility for meeting expense plan for their selves and their territory
- Implements production and education strategies to achieve and sustain business plan objectives
- Minimum of 10+ years of experience in product management, preferably in the area of employee benefits or insurance products/programs
- At least 5 years sales experience and proven track record of selling voluntary benefits products or similar financial products and a proven ability to grow a territory as measured by sales and persistency of business
- 4 year college degree, equivalent field experience may substitute for degree
- Mastery of market makeup – Understanding and controlling complex markets with highest potential
- Familiarity with financial services products
- Possesses thorough knowledge of sales and marketing principles and practices
Allstate Benefits Job Description
- Oversees and manages the communication of sales data and other key information to ensure distribution leaders and producers are well educated, motivated, and supported in a timely manner
- Communicates key strategies and initiatives to all distribution channels
- Champions new ideas and initiatives
- Builds and maintains relationships with senior management and influences company officers
- Sets operational parameters for collaborative efforts and teams within and across functional lines
- Treats producers in a manner consistent with their respective agreements with the Company
- Fosters a collaborative working relationship with Distribution Support and other areas of responsibility/centers of expertise in Home Office.AORAAAOR
- Develops and implements education and development plans for distribution leaders
- Works with other senior leaders to develop succession plans and mentoring programs
- Blends people into teams when needed
- Mastery of industry technology, including software applications, e-mail and database management from remote locations
- Familiarity with industry including competitors and trends (i.e., knows what it takes to be successful in the voluntary benefits services industry through knowledge of the industry’s history, customers, and competitive environment)
- Self-starter and must be able to work independently –
- Consultative skills – Includes the ability to clarify expectations of customers and partners, ability to probe for underlying concerns, ability to identify various dimensions of issues, ability to deal with resistance and ability to ask and give feedback to customers and partners
- Team building – Blends people into teams when needed
- Ability to track pipeline opportunities and maintain metrics for reporting to AB Regional Benefits Leader
Allstate Benefits Job Description
- Monitors and evaluates distribution leaders on performance against annual plans and provides coaching and constructive feedback as appropriate
- Extracts and transforms data from different areas to be used for modeling and reporting
- Analyzes data in order to derive insight and find actionable initiatives
- Use predictive modeling techniques to enhanced business understanding and drive decision making
- Provides reporting support to various business units in the organization
- Review and audit employer payments to determine accuracy of premium processing based on supporting documents
- Review accuracy and release discrepancy premium report notifications to broker or employer, listing specific premium discrepancies
- Update and maintain team metric system with appropriate information
- Provide analytical thinking
- Coordinate own work plan, prioritizing workflow and multiple, more complex projects
- A bachelor’s degree in Business is required
- Ability to read and interpret agency sales reports and books of business to assist in the development of agency level business plans
- Understanding of pricing, claims, contract provisions, support resources, agency systems, financial analysis, sales trend analysis and marketing data
- Ability to analyze, assemble & deliver information
- Extensive Voluntary Insurance product knowledge
- Knowledge of the industry, including competitors and trends (benchmarking)
Allstate Benefits Job Description
- Work independently on familiar projects and with management guidance on new or unfamiliar projects
- Develops error-free basic written communications and demonstrates consistent correct usage of grammar and punctuation
- Serves as a liaison, helping to facilitate balance between client interests and company interests
- Building and maintaining relationships with employers, brokers and regional offices, with a focus on larger employer groups
- Leads administration calls with new/existing accounts to ensure ongoing support aligns with customer needs
- Serves as single point of contact for large accounts and coordinates resolution with internal partners throughout the organization
- Research, analyze and respond to customer requests and escalation situations
- Provide suggestions for innovation and process improvements
- Maintain reporting to identify large discrepancies or account lapse indicators
- Provides timely and accurate reporting Daily/Weekly/Monthly/Quarterly
- Proficient at communicating technical needs
- Bachelor’s degree required in mathematics, statistics, computer science, or similar discipline
- Ability to work with, explore, and analyze large volumes of data
- Strong ability to manage multiple priorities given aggressive timelines
- Uses sound decision making capabilities including problem solving approaches, decision frameworks
- 3 or more years experience in a related field or 2 year degree