United Benefit Advisors
  • 07-May-2018 to 06-Jul-2018 (EST)
  • Sales
  • Chicago, IL, USA
  • Full Time

United Benefit Advisors (UBA) is a unique partnership of approximately 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe.

As trusted and knowledgeable advisors, UBA Partners collaborate with more than 2,000 professionals to deliver expertise, thought leadership and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families.  With partners in almost every state, Canada, and the United Kingdom, UBA is the nation's leading employee benefits advisory organization.

What's in it for you?

Last year, we were ranked 5th globally in employee benefits revenue. Be part on organization that services its Partners with key products and services no other organization can match. 

Located in the heart of Chicago we are a progressive company making our mark in the Windy City

Our Culture is based on these values:

  • Collaboration and cooperation.
  • Complying with the laws, rules and policies related to our positions.
  • Respecting and appreciating the contributions of everyone else on the team and treating each other with compassion and kindness.
  • We offer an excellent benefits package (that is as good and, in some cases, better than larger organizations).

Job Description

The Manager of Partner Relations is responsible for contributing and managing business development, recruiting prospects, and sales leads through extensive market research, pipeline development, marketing and sales support. This internal support professional will work in partnership with the Director of Partner Development to develop and maintain a thorough familiarity with all aspects of the assigned regions to include, but not limited to, understanding of the business practices of key advisers, overview of focus territories, geographic locations of agencies, and knowledge of the regional sales style needed to locally attract, capture and market the UBA business model.


Role and Responsibilities


  • Leads and conducts proactive market research to create and maintain a robust yet streamlined sales pipeline for the Director of Partnerships.
  • Develop thorough understanding of the unique business needs of agency prospects.
  • Develops and follows-up on leads from a variety of sources including referrals from other Partners, Producers, vendors, conferences, or any other sources, as appropriate
  • Investigates and qualifies leads to ensure they meet our requirement before submitting to Director of Partner Development
  • Provides ongoing service and support to move the lead from prospect to client
  • Evaluates, identifies and recommends recruiting sources that best identifies our prospects
  • Follows up on scheduled meetings and provides information as requested.

Program Management

  • Manage 3 unique UBA member training programs for partner producers, account managers, and compliance professionals.
  • Direct program registration process, proactive outreach to Partners, coordinate presentations and other key logistical items
  • Ensure Partner satisfaction, collect/analyze and share survey responces, troubleshoot, and act as ambassador to UBA
  • Provide feedback from survey results and recommendations


Onboarding, Implementation & Customer Service

  • Communicates to the accounting and SVP when to invoice the application and membership fee
  • Manage onboarding process for new UBA members, including ushering agency owners and other key executives through vetting, membership approval process, and subsequent ongoing UBA compliance processes & procedures
  • Act as critical point-of-contact with UBA member contacts regarding ongoing questions, concerns, and benefit-related inquiries
  • At least quarterly for the new members first-year: regularly check in with new member to ensure they are familiar with all the support, processes and procedures.  Re-introduce to areas they may need a refresher course or training on


  • Manages, tracks and evaluates all marketing activities in assigned regions to maximize recruiting activity.
  • Strategizes and shares what marketing activities work and doesn't work
  • Play pivotal role in developing materials and coordinating logistics for annual conferences. Infrequently attend and represent UBA at industry functions.
  • Keeps abreast of marketing trends and develops marketing ideas to share with team.
  • Works with Director of Partnerships or other home office marketing associates to coordinate various promotional events.
  • Follows-up on all marketing campaigns to offer additional support and/or schedule one-on-one follow up appointments.
  • Measures cost benefit of activities to ensure UBA funds are used productively

Recruiting Tracking, Recruiting Analysis, Recordkeeping and Reporting

  • Tracks weekly call and appointment activity and report results; maintains records documenting status of appointments and sales results.
  • Remains current on case status, proactively communicating with adviser regarding status of case.
  • Creates and maintains updated database with current prospective agency information.
  • Analyzes activity and results upon request.
  • Provides weekly reports and reviews results during team meetings.
  • Offers ideas, solutions and methods to improve results


  • Participates or assists with committees that touch on their area.
  • Model and promote our values of integrity, collaboration, care for others, innovation, and operational excellence
  • Performs other duties as assigned


Qualifications and Education Requirements

  • 3 to 5 years of related experience in recruiting and / or the sales and marketing; equivalent experience may be considered.
  • Bachelor's degree required in marketing, business, public relations or communications
  • Proven track record of recruiting, sales, and / or account management.
  • Creative, innovative and strategic thinking.
  • Self-motivated and driven to personally and professionally succeed
  • Strong ability to build relationships and proactively generate sales leads.
  • Excellent written and verbal communication skills and strong presentation skills.
  • Excellent organizational skills and demonstrated ability to handle a variety of tasks under tight deadlines.
  • Analytical and detail-oriented.
  • Flexible and adaptable to changing conditions and requirements.
  • Proficient in Microsoft Office Suite applications.
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Excellent customer service skills
  • Ability to self-motivate and work independently
  • Ability to work collaboratively as part of a team

See what all the buzz is all about. Our Human Resources team is ready to hire so don't delay.  See what we are all about. 

United Benefit Advisors
  • Apply Now

  • Sign Up For Job Alerts!

  • Share this Page