Account Executive-Large Group
Quartz Health Solutions · Waukesha, WI · 1 mo ago
Business DevelopmentFull-time
About the Role
Quartz is seeking an Account Executive – Large Group to sell new fully insured and self-funded commercial business while providing superior support service to employers, brokers, and agents. This role involves consultative and administrative support for new business sales, account installation, and ongoing relationship management.
Responsibilities
- Manage the quote process for assigned new business accounts from RFP (Request for Proposal) through close of sale.
- Partner with the team to build value-based solutions, create and present compelling sales strategies, and execute follow-through to win new business and attain sales goals.
- Proactively initiate prospecting activities to generate new leads and increase sales opportunities.
- Manage assigned agencies to grow current blocks of business and partner with new agencies to develop sales strategies.
- Develop effective business relationships with brokers, agents, and internal teams to meet or exceed new sales targets.
- Employ consultative sales skills to influence the decision-making process of existing accounts.
- Complete financial analyses as part of the RFP process to perform basic field underwriting and support internal risk assessment.
- Implement new business accounts by managing the installation process, completing paperwork, coordinating with departments, and facilitating warm transfers to retention teams.
- Represent Quartz at external events (networking, corporate functions, charity sponsorships, community events) to support brand and market awareness.
Qualifications
- Bachelor’s degree in a business-related field with 5+ years of sales/service experience OR associate degree in business with 8+ years of sales/service experience OR high school equivalency with 11+ years of sales/service experience.
- Sales experience in the health insurance industry is strongly preferred.
- Effective communication, presentation, and interpersonal skills.
- Understanding of the healthcare industry and ability to provide superior customer service.
- Ability to manage a large workload, competing priorities, and build strong relationships.
- Proficiency with PCs, MS Office, and CRM tools (e.g., Salesforce).
- Knowledge of the external broker agency market within Quartz’s service area, ideally in Eastern or South-Central Wisconsin.
- Experience selling self-funded health insurance to mid-to-large groups through external broker distribution channels is preferred.
- Ability to travel to off-site meetings as required.
- Valid Life and Health Insurance License.
- Access to high-speed, non-satellite Internet for remote work.
Benefits
- Opportunity to work on a collaborative, innovative, and customer-centric team.
- Represent an industry-leading insurance company in the market.
- Competitive base compensation plus sales incentive bonus and robust total rewards package.
- Opportunity for career advancement in a professional culture built on Respect, Responsibility, Resourcefulness, and Relationships.
All employment offers are contingent upon successful completion of a pre-employment criminal background check. Quartz is an Equal Employment Opportunity employer and values diversity.