Director - Regional Sales
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real content. We have responsibilities content. We have requirements/qualifications/skills content (they are mixed). We have benefits content. We have pay content. No schedule content. So we can omit Schedule. Also maybe "About the role" could be a brief intro? The posting starts with "Job Responsibilities And Requirements Sales Develop..." Not a clear about the role paragraph. Could we treat the first paragraph as "About the role"? It includes responsibilities but we already have Responsibilities section. Might be redundant. Better to have sections: Responsibilities, Requirements (or Qualifications/Skills), Benefits, Pay. The instruction says use those headings if content exists. We can combine knowledge, skills, abilities into Requirements or Skills. Let's decide: Use "Responsibilities" for the bullet list of duties. Use "Requirements" for the bullet list of required knowledge, skills, abilities, experience, education, licenses, etc. Use "Benefits" for the list under "What We Offer". Use "Pay" for the salary range. No About the role, Qualifications, Skills separate (to avoid thin sections). Ensure we don't repeat job title. No metadata like Job ID. Remove boilerplate: EEO statement, values, etc. Also remove "Our Values IntegrityEmpowerment..." and EEO statement. Also remove "What We Offer At Reliance Matrix..." intro maybe keep only benefits list. The intro sentence about fostering inclusive culture could be considered boilerplate? It's part of benefits section but we can keep as a short paragraph before list? The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we should keep the descriptive sentences about benefits as they are substantive. However we need to remove EEO statement and values. Also remove "Our Values IntegrityEmpowermentCompassionCollaborationFun". Also remove EEO statement. Also remove "Work location may be flexible if approved by the Company." That's substantive? It's about work location flexibility; could be considered part of role but not a section. Could be placed in a short paragraph maybe under About the role? But we don't have About the role section. Could we include it in Responsibilities? Not appropriate. Perhaps we can create a brief "About the role" paragraph containing that sentence and maybe the hiring range? But we already have Pay section. The work location flexibility is not pay or benefits. Could be part of Responsibilities? Not really. Maybe we can create an "About the role" section with a short paragraph summarizing the role: includes the sentence about work location flexibility and maybe the team size, territory market potential, focus 90% management etc. Those are substantive details about the role. Actually those details appear under "Scope" etc. Those are role details. So we could put them in About the role. But we must not repeat job title. So we can have About the role paragraph containing: Team typically ranges from 5–7 sales reps and may include managing Sales Managers; Territory typically has market potential of $20-25M in premium, which includes $1-2M in personal production; Focus should be 90% management, 10% personal production; Work location may be flexible if approved by the Company. Also maybe the expected hiring range? That's pay. So keep pay separate.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay.
We need to use for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not include filler like "commensurate with experience". Not present.
Now extract content.
Responsibilities list: from "Job Responsibilities And Requirements Sales Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and regional sales goals" etc. Let's parse.
The responsibilities block:
- Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and regional sales goals
- Responsible for the development of brokers within his or her specific sales territory
- Partner with leadership and internal team members to identify market potential with assigned territory and prioritize opportunities
- Effectively prepare and present product recommendations and solutions to brokers and clients
- Cross-sell products to existing customers and new prospects
- Develop territory sales strategies with Voluntary, Absence Management and Japanese Market Practice Leaders as well as the Medical Stop Loss, Limited Medical Benefit RSL teams and other Tokio Marine companies to drive sales and meet/exceed premium and case count goals
- Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale
Operations Expert representation in the area of Group Products ranging from STD, LTD, LIFE, AD&D, Dental, Vision, Absence Solutions portfolio (FML, State/ Federal Leaves, ADA) and Voluntary Portfolio (VG, VPS, VPL, VCI, VAI, VHI).
- Adherence to the established Field and Home Office administrative procedures and underwriting guidelines
- Provide guidance on elevated service concerns to policyholders and brokers as necessary
- Accurately and timely record all lead information in the company provided CRM including all call activity, follow up and opportunities developed
- Complete, analyze and submit sales and production reports to leadership
- Partner with field and home office staff as appropriate in implementing new cases and resolving customer concerns
- Partner with underwriting to ensure profitable business
Leadership Responsible for driving company culture within the local sales office(s)
- Accountable for performance of team; engages team members in talent management and development opportunities, and builds a positive and respectful work environment.
- Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures.
- Lead and participate in assigned initiatives and projects designed to further RSL’s corporate Service Excellence vision.
- Models and drives company values in the departments.
- Assists the individual Sales Representatives in achieving sales goals by line of business.
We need to turn these into list items. Some sentences are not bullet but we can treat each as list item.
Now Requirements/Knowledge, Skills, Abilities block:
- Bachelor’s degree in related field.
- Minimum of 5 years of group insurance sales experience and 3 years of management experience.
- Group Life and Health License(s) required.
- AHIP, LOMA, and/or CEBS preferred.
- Ability to demonstrate objectivity and practice sound management principles with regard to staff management.
- Ability to solve policy owner and broker problems; speak effectively in public to groups and develop appropriate presentations for the audience; make independent decisions consistent with Company and departmental objectives; influence decision makers and travel nationally on a moderate to frequent basis, sometimes with little advance notice.
- Customer Focus - dedicated to meeting the expectations and requirements of internal and external customers; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
- Ability to negotiate skillfully in difficult business situations with both internal and external groups; settles professional differences appropriately and respectfully; wins concessions without damaging relationships; is direct as well as diplomatic depending upon the situation and audience; gains trust quickly of other parties to the negotiations; has a good sense of timing.
- Strong knowledge of group products, claim practices/process, administrative procedures, services, contract language and provisions.
- Ability to thrive in a challenging and collaborative sales environment that is fast-paced and subject to frequent change.
- Well organized with excellent follow-up and prioritization skills.
- Commitment to continuous, ongoing improvement in the level of service provided.
- Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors.
- Collaborative with strong ability to influence, especially without direct management control.
- Attention to detail with the ability and willingness to handle multiple tasks and work well under pressure.
- Strong overall focus on providing continuous and consistent high quality sales, service and support to the sales producer staff, clients, brokers and Administrative Office personnel.
- Must be able to maintain confidential information.
- Ability to Travel: Up to 50%
We can turn each into list items.
Benefits list: from "What We Offer At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you. That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing. Our Benefits An annual performance bonus for all team membersGenerous 401(k) company match that is immediately vestedA choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings AccountMultiple options for dental and vision coverageCompany provided Life & Disability Insurance to ensure financial protection when you need it mostFamily friendly benefits including Paid Parental Leave & Adoption Assistance Hybrid work arrangements for eligible rolesTuition Reimbursement and Continuing Professional EducationPaid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service. Volunteer days, community partnerships, and Employee Assistance ProgramAbility to connect with colleagues around the country through our Employee Resource Group program"
We need to split into list items. The text runs together but we can parse:
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Also there is introductory sentence about fostering inclusive culture etc. That's prose; we can put in a
before the list.
Pay section: The expected hiring range for this position is $90,000 - $100,000 annually for work performed in the primary location (Tampa, FL). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company.
We already used work location flexibility in About the role; but it's also in Pay. Might duplicate. We could keep it only in About the role and not repeat in Pay. But the instruction says preserve ALL substantive information; we cannot omit. However we can include it in both places? Might be duplication but maybe okay. Better to keep it in Pay section as it's about pay. The About the role can include team size, territory, focus. Work location flexibility could be mentioned there too but it's okay to duplicate? The instruction says do not invent or summarize away detail. Duplication is not prohibited but might be considered redundant. I'd keep it only in Pay
- for any list of duties/requirements/benefits. Use
for prose. We must not include filler like "commensurate with experience". Not present. Now extract content. Responsibilities list: from "Job Responsibilities And Requirements Sales Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and regional sales goals" etc. Let's parse. The responsibilities block: - Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and regional sales goals - Responsible for the development of brokers within his or her specific sales territory - Partner with leadership and internal team members to identify market potential with assigned territory and prioritize opportunities - Effectively prepare and present product recommendations and solutions to brokers and clients - Cross-sell products to existing customers and new prospects - Develop territory sales strategies with Voluntary, Absence Management and Japanese Market Practice Leaders as well as the Medical Stop Loss, Limited Medical Benefit RSL teams and other Tokio Marine companies to drive sales and meet/exceed premium and case count goals - Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale Operations Expert representation in the area of Group Products ranging from STD, LTD, LIFE, AD&D, Dental, Vision, Absence Solutions portfolio (FML, State/ Federal Leaves, ADA) and Voluntary Portfolio (VG, VPS, VPL, VCI, VAI, VHI). - Adherence to the established Field and Home Office administrative procedures and underwriting guidelines - Provide guidance on elevated service concerns to policyholders and brokers as necessary - Accurately and timely record all lead information in the company provided CRM including all call activity, follow up and opportunities developed - Complete, analyze and submit sales and production reports to leadership - Partner with field and home office staff as appropriate in implementing new cases and resolving customer concerns - Partner with underwriting to ensure profitable business Leadership Responsible for driving company culture within the local sales office(s) - Accountable for performance of team; engages team members in talent management and development opportunities, and builds a positive and respectful work environment. - Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures. - Lead and participate in assigned initiatives and projects designed to further RSL’s corporate Service Excellence vision. - Models and drives company values in the departments. - Assists the individual Sales Representatives in achieving sales goals by line of business. We need to turn these into list items. Some sentences are not bullet but we can treat each as list item. Now Requirements/Knowledge, Skills, Abilities block: - Bachelor’s degree in related field. - Minimum of 5 years of group insurance sales experience and 3 years of management experience. - Group Life and Health License(s) required. - AHIP, LOMA, and/or CEBS preferred. - Ability to demonstrate objectivity and practice sound management principles with regard to staff management. - Ability to solve policy owner and broker problems; speak effectively in public to groups and develop appropriate presentations for the audience; make independent decisions consistent with Company and departmental objectives; influence decision makers and travel nationally on a moderate to frequent basis, sometimes with little advance notice. - Customer Focus - dedicated to meeting the expectations and requirements of internal and external customers; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect. - Ability to negotiate skillfully in difficult business situations with both internal and external groups; settles professional differences appropriately and respectfully; wins concessions without damaging relationships; is direct as well as diplomatic depending upon the situation and audience; gains trust quickly of other parties to the negotiations; has a good sense of timing. - Strong knowledge of group products, claim practices/process, administrative procedures, services, contract language and provisions. - Ability to thrive in a challenging and collaborative sales environment that is fast-paced and subject to frequent change. - Well organized with excellent follow-up and prioritization skills. - Commitment to continuous, ongoing improvement in the level of service provided. - Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors. - Collaborative with strong ability to influence, especially without direct management control. - Attention to detail with the ability and willingness to handle multiple tasks and work well under pressure. - Strong overall focus on providing continuous and consistent high quality sales, service and support to the sales producer staff, clients, brokers and Administrative Office personnel. - Must be able to maintain confidential information. - Ability to Travel: Up to 50% We can turn each into list items. Benefits list: from "What We Offer At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you. That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing. Our Benefits An annual performance bonus for all team membersGenerous 401(k) company match that is immediately vestedA choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings AccountMultiple options for dental and vision coverageCompany provided Life & Disability Insurance to ensure financial protection when you need it mostFamily friendly benefits including Paid Parental Leave & Adoption Assistance Hybrid work arrangements for eligible rolesTuition Reimbursement and Continuing Professional EducationPaid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service. Volunteer days, community partnerships, and Employee Assistance ProgramAbility to connect with colleagues around the country through our Employee Resource Group program" We need to split into list items. The text runs together but we can parse: - An annual performance bonus for all team members - Generous 401(k) company match that is immediately vested - A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account - Multiple options for dental and vision coverage - Company provided Life & Disability Insurance to ensure financial protection when you need it most - Family friendly benefits including Paid Parental Leave & Adoption Assistance - Hybrid work arrangements for eligible roles - Tuition Reimbursement and Continuing Professional Education - Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service. - Volunteer days, community partnerships, and Employee Assistance Program - Ability to connect with colleagues around the country through our Employee Resource Group program Also there is introductory sentence about fostering inclusive culture etc. That's prose; we can put in a
before the list. Pay section: The expected hiring range for this position is $90,000 - $100,000 annually for work performed in the primary location (Tampa, FL). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company. We already used work location flexibility in About the role; but it's also in Pay. Might duplicate. We could keep it only in About the role and not repeat in Pay. But the instruction says preserve ALL substantive information; we cannot omit. However we can include it in both places? Might be duplication but maybe okay. Better to keep it in Pay section as it's about pay. The About the role can include team size, territory, focus. Work location flexibility could be mentioned there too but it's okay to duplicate? The instruction says do not invent or summarize away detail. Duplication is not prohibited but might be considered redundant. I'd keep it only in Pay