Employee Benefits Client Executive - Rockford Market

About the role

In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. You'll also play a crucial role in nurturing and advising our existing clients.

Responsibilities

• Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
• Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
• Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
• Maintain Client information, continuously analyzing and optimizing our book of business for growth and profitability.
• Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
• Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
• Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
• Effectively manage workload, appointments, and monthly sales goals with precision and organization.

Requirements

• Bachelor’s degree from a four-year college or university; OR a minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting.
• Minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
• Possession of an advanced degree or recognized insurance designation is highly advantageous.
• Proven capability to effectively oversee and manage a book of business.
• Skilled in delivering compelling presentations tailored for high-level executives.
• Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
• Strong analytical acumen to assess complex scenarios and formulate strategic solutions.

Qualifications

• Strong understanding of insurance policies and coverages.
• The ability to identify and prospect potential clients.
• Able to build and maintain strong client relationships.
• Effective communication skills to sell insurance products and services.

Skills

• Strong communication and presentation skills.
• Ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.
• Knowledge of insurance policies and coverages.
• Ability to identify and prospect potential clients.

Benefits

• Medical, Dental, and Vision Insurance.
• Health Savings Accounts.
• Health Care & Dependent Care Flexible Spending Accounts.
• Disability Benefits.
• Life Insurance.
• Voluntary Benefits.
• Paid-Time Off.
• Retail Benefits.
• Profit-Sharing Program.

Pay

• Compensation is based on sales performance and achievement of set targets.
• Historically, successful new team members in these roles have earned between $100,000 - $150,000 annually, depending on their sales results.

Schedule

• Flexible work schedule to accommodate remote work options.