POSITION DESCRIPTIONPROPERTY INDUSTRY MAY 2008
Position Title: Sales Operations Manager
Position Code:4210
Career Level:4

Responsible for
Providing Sales Support to the General Manager - Sales and Service. Designing and implementing best practice Sales Support and indirectly overseeing the numerous teams of Customer Service Officers attached to each Area/Regional Sales Manager as well as the Sales Support team.
 
Reports To
General Manager - Sales and Service.
 
Supervises
 
Main Activities
  • Ensuring all new business, renewals, alterations and cancellations are managed within standards.
  • Reviewing processes to achieve efficient and improved customer service.
  • Providing Sales Support to staff and advisors.
  • Ensuring operating policies and procedures are followed.
  • Ensuring all compliance is adhered to in managing people and in the provision of information, products and services to customers.
  • Preparing annual budgets for operating expenses.
  • Managing operating expenses to budget.
  •  
    Key Skills
  • Knowledge of specific insurance products and/or systems.
  • Ability to provide appropriate direction, leadership, training and on the job coaching.
  • Ability to define employee development needs and establish processes to achieve development needs.
  • Good presentation and communication skills.
  • Ability to provide efficient customer service for internal and external customers.
  • Ability to evaluate and where applicable apply best practice technology and industry processes.
  • Ability to analyse processes and portfolios.
  • Compliance knowledge and understanding of relevant legislation.
  • Should be a capable leader, have people skills experience and be profit focused.
  •  
    Internal Contacts
    Sales Support teams.
     
    External Contacts
    Existing customers and potential customers.
     
    Typical Experience
    General insurance knowledge coupled with relevant tertiary or specialist qualifications.
     
    Other Comments
    Alternative Title: Sales Support Manager.
     
     

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