EB Producer Acct Exec

Requirements

Maintain a book of business that is over 500k in revenue
Act as the Account Executive on client accounts
Establishes Strategic Plan for clients
Establishes general expectations for service model
Responsible for C-Suite relationships
Strategize with sales leader and senior account staff to retain a minimum of 92% of business year over year utilizing the OMNI and Risk Assessment as part of our “Keep” process
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
Prepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetings
Create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationships
Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth
Collaborate with leaders in the selection of appropriate account management staff and subject matter experts in order to effectively conduct sales presentations to prospects with subject matter experts for each opportunity
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace
Positively and proactively represent USI in meetings, seminars, trade shows and networking events
Work collaboratively with the account management team and national/regional resources to maximize results
Understand and communicate client objectives to account management personnel
Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current

Qualifications

3-5 years in insurance brokerage, carrier, or related business to business sales experience
Personable and highly motivated to grow personal success
Superior written and verbal communication and presentation skills
Excellent organizational and follow-up skills
Strong understanding of Employee Benefits or Property and Casualty
Consultative, positive and resourceful approach to dealing with prospect, clients and associates
Highly developed organization and time management skills
Excellent listening skills with strong customer focus
Goal orientated
Ability to deal with senior level management and have a top level executive presence
College degree and current insurance licensing are preferred.

Skills

• Strategic thinking and innovation
• Knowledge of the market, carriers and products
• Understanding of important technical/financial issues
• Effective communication and presentation skills
• Organizational and follow-up skills
• Consultative approach to dealing with prospects and clients
• Time management and goal orientation
• Ability to work with senior level management

Benefits

Comprehensive health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
Generous paid time off policy, paid family leave benefit as well as paid holiday time.

Pay

$225,000

Schedule

N/A