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Aetna is now a CVS Health Company

Sales Administration Manager - 64570BR

Primary Location: Santa Ana, CA
Additional Locations: CA-Santa Ana
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Description:
Responsible for assisting in driving the overall sales process by working closely with the Sales Leader, General Manager and Finance through providing timely reporting,broker support and staff broker directional support.

Fundamental Components:
  • Manages the contact management process by controlling the lead distribution for brokers, determining lead assignments, collecting results, and selecting the disposition and/or next steps for each lead.
  • Researches, and analyzes performance metrics and other performance related factors for Sales Leader and General Manager.
  • Produces sales analytics reporting.
  • Works directly with Finance as needed for directional input.
  • Identifies, evaluates, and analyzes departmental sales performance. Generates reports and performance data for review and trend analysis.
  • Responsible for the data integrity of all contact/lead management system data.
  • Identifies contact/lead management system enhancements and makes recommendations to appropriate senior management.
  • Serves as System Administrator for the department’s contact/lead management system; performs all system updates as appropriate.
  • Ensures compliance with all state and federal regulations.
  • Conducts system training for sales and administrative staff within an assigned geographic area.
  • Conducts analysis of area membership and other related marketing information.
  • Makes recommendations for direct mailings and volume of printed materials required.
  • May review member marketing materials for accuracy of content.
  • Makes all plan specific revisions as required.
  • Drives sales goal development by identifying trends, conducting competitor analysis and creating sales projections for current and new market launches that have financial impact for the company.
  • May participate in the recommendation of departmental process improvements.
  • Attends and helps lead internal sales meetings, trainings, and other company events as requested by management.
  • Conducts Broker meetings without oversight as needed.
  • Travels to attend meetings in the field to support relationship building, review reporting to increase sales.
  • Manages the General Agency sales channel.


Background Experience:
  • Experience working in a Medicare sales and/or Broker Management environment
  • Demonstrated experience of strong communication skills
  • Ability to use standard corporate software packages and corporate applications
  • Minimum of 1 year recent and related experience in conducting and interpreting quantitative/qualitative analysis
  • Must be proficient in Excel
  • Salesforce experience is a plus
  • Bachelor's degree required
  • Appropriate state license to sell insurance is preferred
#LI-DI1

Required Skills:
General Business - Managing Sales Relationships, General Business - Turning Data into Information, Leadership - Anticipating and Innovating, Sales - Knowing Markets

Desired Skills:
General Business - Communicating for Impact, General Business - Consulting for Solutions, General Business - Ensuring Project Discipline

Potential Telework Position:
No

Percent of Travel Required:
10 - 25%

EEO Statement:
Aetna is an Equal Opportunity, Affirmative Action Employer

Benefit Eligibility:
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.

Candidate Privacy Information:
Aetna takes our candidate's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail. Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.

Click To Review Our Benefits (PDF)

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