Sales Operations Manager
Addison, TX - USA
Department:
Job Summary
Pay Range:
- $75000 - $80000 / year
Our Perks:
- Generous PTO plans sick pay and health benefits
- Annual bonus based on employment standing*
- Work from home and hybrid model employment
- Confie Enablement Fund/ Scholarship Program
- I-Care Recognition Program
- Corporate Social Responsibility Program
- Diversity Equity and Inclusion Initiatives
- Confie Hub and Discount Programs (Gym Membership)
Purpose
Own the creation sustainment evaluation and optimization of retail-focused sales and sales management tools processes and resources that increase conversion shorten ramp and improve customer experience while reducing costs and increasing revenue
Essential Duties & Responsibilities
Establish and maintain strong partnerships with sales employees at all levels of the organization
Collaborate with Sales Leadership to assess sales performance evaluate processes and support real-time business needs
Partner with Confie support teams and key stakeholders to achieve project and organizational objectives
Support Confie Retail by implementing sustaining evaluating and optimizing the sales funnel; sales and servicing processes and skills; pre-underwriting; and frontline operational practices
Manage and participate in retail-focused projects of varying scope exercising independent judgment in process-related decisions
Create deliver and maintain process documentation standard operating procedures and training resources to support frontline execution
Support the design implementation and optimization of differentiating sales and sales management tools
Evaluate and sustain the use of sales tools and resources to ensure continued organizational impact and alignment with evolving business needs
Participate in retail frontline selling/management activities and job shadowing to inform evaluate and optimize processes
Conduct regular sales observations over the phone and in-person to identify opportunities for improved performance and execution
Establish and track project outcomes KPIs ROI program budgets and personal performance goals
Document track and manage project milestones and deliverables for all participating stakeholders
Lead or support department-specific and enterprise-wide responsibilities programs and key initiatives
Make autonomous data-driven decisions to optimize revenue opportunities and reduce operational expenses
Communicate effectively and professionally across multiple channels including email chat in-person meetings and phone
Qualifications and Education Requirements
5 years of retail sales experience or related insurance industry experience
Demonstrated project management competence or 2 years in a project management role
Proficiency in Microsoft Office Suite professional products
Strong communication (written and spoken English) and change management skills; able to influence without authority
Exceptional organizational and time management skills
Comfortable conducting over the phone and/or field observations and translating findings into SOPs and training
Preferred Skills
Insurance (P&C personal lines non-standard auto) or multi-location retail experience
Bachelors or Masters degree with a business orientation
Conversational written and spoken Spanish
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice
Notice
As permitted by applicable law and from time-to-time Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment including recruitment hiring renewal of employment or the terms and conditions of your employment. Employees with questions about Confies use of these computer systems should contact Human Resources at
Required Experience:
Manager
About Company
Confie is a leading national personal lines insurance distributor serving the standard and non-standard markets.