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Banner Life

Provides term and universal life insurance

Direct to Consumer Sales Team Supervisor

Account ExecutivePosted on Nov 5
Full-timeFrederick, MD, USA$80.8k - $110k /yr

About the Job

Requirements

  • High school diploma or equivalent.
  • Two years of college.
  • Three or more years of management experience.
  • Three or more years of experience in a sales team or call center-related position.
  • Experience in life, property and casualty, or health insurance.
  • Understanding of life insurance products is preferred.
  • Strong organizational and prioritization skills.
  • Verbal and written communication skills.
  • Effective decision-making skills.
  • Attention to detail.
  • Project management skills.
  • Analytical and technical skills.
  • Presentation skills.
  • Comprehensive knowledge of Microsoft Office, including Word and Excel.
  • Motivational and leadership skills.
  • Ability to thrive in a fast-paced, changing environment.
  • Self-starter mindset and a customer-centric approach.
  • Support for direct-to-consumer initiatives.

Responsibilities

  • Support day-to-day management of the direct-to-consumer sales team and optimize workflow to deliver a high-quality customer experience, comply with productivity standards and controls, and achieve sales goals.
  • Review calling sessions by agents, managers, and case managers; provide weekly coaching as needed; and implement training in sales tactics and skills or behavior coaching.
  • Ensure the sales team follows life insurance licensing and appointment criteria across 50 states through daily data checks, and coordinate with marketing analytics so leads go to appropriately licensed and appointed agents.
  • Partner with the call center manager and marketing team to improve team technology, data analytics, and processes, optimizing lead-to-sale success and customer outcomes.
  • Partner with senior management and marketing analytics to optimize lead management and incentive programs for yield and customer outcomes.
  • Collaborate with marketing on new lead-generation partners and campaigns, including new partnerships, and educate, motivate, support, and coach sales staff to improve lead-to-sale ratios and campaign results.
  • Provide weekly forecast updates to the senior manager, identify agents falling behind on targets, and determine where business attention is needed.
  • Improve resource-planning models by analyzing daily telephone reports, identifying patterns and peak periods, helping mitigate abandoned calls, and working with marketing to improve lead-to-sale efficiency.
  • Handle potential-insured escalations and agent disputes as the first-level leader, escalating to the senior manager when needed, and promote transparency, accountability, customer satisfaction, and retention.
  • Monitor and document individual staff performance, including sales productivity, quality-assurance scores, work habits, attendance, time-card completion, and other measurable functions; provide feedback and coaching as needed.
  • Run weekly and monthly sales incentive contests established by senior management to increase team competition and productivity.
  • Partner with management on monthly, semiannual, and annual one-to-one performance reviews, documented discussions, verbal and written disciplinary documentation, and other staff communications; maintain training logs and career-development roadmaps as appropriate.
  • Execute business strategy and support call-center operations and headcount growth in alignment with company plans and direct-to-consumer strategy.
  • Assist the call center manager with identifying, interviewing, and onboarding recruits; ensure new staff receive training for life insurance licensing and complete continuing education on time to maintain licenses and appointments.
  • Validate systems and workflows, ensure policy contracts are accurate, identify system weaknesses and remedies, and work with IT to test and implement system modifications.
  • Complete reports and duties including agent monitoring, timesheets, overtime justification, work volume, sales-target achievement, productivity and quality reports, and other assigned objectives.

Desired Qualifications

  • LOMA courses 281 and 291, or ALMI.

About the Company

Banner Life

Provides term and universal life insurance

Banner Life Insurance Company provides affordable life coverage in the U.S., focusing on term life and universal life, with its New York subsidiary William Penn Life Insurance serving New York. Its products include term life death-benefit policies for specified periods and permanent universal life with potential cash value, along with pension risk transfer (PRT) solutions for employers. The company distinguishes itself through a broad independent broker network (over 150,000 agents), a digital platform, flexible underwriting, and data partnerships with LexisNexis and Human API, plus a large PRT book built since 2015. Its goal is to offer accessible life protection at scale, grow its PRT business, and use its distribution and data capabilities to serve policyholders and employers across the U.S., now backed by Meiji Yasuda Group after the 2026 acquisition and the related portfolio-management arrangement with Legal & General.

Company size
501-1,000
Company stage
Acquired
Total funding
Not listed
Headquarters
Frederick, MD
Founded
1949

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