Life Sales Operations Supervisor

About the role

Oversee the daily operation of sales operations functions and analysts, including sales reporting, budgeting, ad-hoc analysis, incentive calculations, compliance, and other projects in support of the business unit. Ensure efficiency, accuracy, and compliance with guidelines and business processes.

Conduct analysis, develop and maintain dashboards and reports to track sales performance, results, and key performance indicators so executives and sales management can make informed business decisions in pursuit of production goal attainment and the satisfaction of compliance and procedural objectives. Ensure data integrity and lead data enrichment initiatives.

Responsible for all aspects of calculating compensation for sales agents, sales management, and other sales business unit employees on incentive or commission plans. Analyze compensation plan results and identify areas of concern or opportunity for improved alignment with organizational objectives and budgeted compensation spend.

Responsible for budgeting and reconciliation, forecasting, cost/benefit analyses, as well as goal setting and allocation for the business unit. Analyze profitability and make ongoing recommendations to ensure profitability targets are met.

Collaborate with sales leadership to implement sales strategies, planning, and goal setting in support of the organization's objectives. Participate in projects and coordinate with cross-functional teams to support initiatives, system enhancements, compensation changes, and compliance items.

Ensure compliance with legal, regulatory, and organization requirements for the sales unit. Duties may include: performing quarterly licensing and file compliance audits for agents and sales management, researching and responding to audits, keeping up-to-date with changes in insurance regulations and industry best practices, collaborating with compliance officers to implement necessary changes and updates to maintain a high standard of compliance in the department.

Facilitate and plan business unit events and meetings, training sessions, and provide off-site assistance as needed.

Responsibilities

• Oversee sales reporting, budgeting, ad-hoc analysis, incentive calculations, and compliance projects.
• Develop and maintain dashboards and reports to track sales performance and KPIs.
• Calculate and analyze compensation for sales agents and management on incentive or commission plans.
• Manage budgeting, forecasting, cost/benefit analyses, and goal setting for the business unit.
• Collaborate with sales leadership on strategy, planning, and cross-functional initiatives.
• Ensure compliance with legal, regulatory, and organizational requirements, including audits and updates.
• Facilitate business unit events, meetings, and training sessions.

Requirements

• Bachelor’s degree in Business Administration/Management (Required).
• 4-6 years of experience in insurance sales/operations (Required).
• 1-3 years of supervisory experience (Preferred).
• Comprehensive understanding of insurance practices, procedures, regulatory, and compliance standards.
• Strong organizational and time management skills, with the ability to multitask and meet deadlines.
• Proven analytical skills, including the ability to compile, analyze, and report complex data accurately.
• Proficiency in Microsoft Office software products.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced, team-oriented environment.
• Ability to delegate and oversee projects and assignments.
• Knowledge of business-specific ACE applications (e.g., FIRM, SMART, MRM Portal, Business Objects) and insurance systems (Preferred).
• Ability to qualify for a Life Insurance License.

Travel Requirements

Occasional travel to off-site business meetings or conferences (approximately 5%).

Pay

The starting pay range for this position is $99,500.00 - $132,900.00. Additionally, full-time positions are eligible to participate in our incentive program based on the achievement of organization, team, and personal performance.

Benefits

• Health coverage for medical, dental, and vision.
• 401(K) savings plans with company match and pension.
• Tuition assistance.
• Floating holidays and PTO for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts (membership, insurance, travel, entertainment, services, and more).