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You can count on your Field Sales Director to help you win new business, enhance business retention, coordinate the training of new employees, and facilitate training updates for current staff.

They will help you make the most of Word & Brown’s technology to increase your efficiency and nurture positive relations with your clients. The Field Sales Director is your conduit for information, and works with your Regional Vice President to track monthly sales activities and implement changes to drive increased sales.
 

Your Regional Sales Manager is available whenever you need assistance from Word & Brown. Your RSM works every day across your region to help ensure your success. Whether your focus is Small Group, Large Group, or a combination, your RSM is committed to providing client service, sales, and enrollment support.

The Inside Sales Representative quotes, sells, and services Small Group- and Large Group-related products for a specific block of brokers. This position is responsible for new business sales and renewal retention, following up on outstanding quotes, and handling carrier expectations. The person in this role is also your “go to” in facilitating a speedy Underwriting review process.

You can count on our Enrollment Specialists to make presentations on your behalf, alongside you, by phone, or online via webinar — it’s your choice. They'll cover all of the basics (like plan benefits, worksheets, and added perks), whether it’s an initial open enrollment or a renewal meeting. They'll pre-scrub your cases to ensure smooth sailing through Underwriting.

Our sales support team members can help schedule enrollment meetings, build personalized enrollment kits and quotes, and generate a worksheet for a new hire on an in-force group.