Sales Executive, Employee Benefits

Key Responsibilities

• Owns leadership of client relationships and overall account strategy.
• Acts as primary advisor and decision-maker for client risk management programs.
• Aligns client strategy with business goals and identifies growth opportunities.
• PARTNERS WITH INTERNAL TEAMS TO ENSURE EXECUTION AND SERVICE EXCELLENCE.
• ACTIVELY PROSPECTS AND DEVELOPS NEW BUSINESS OPPORTUNITIES THROUGH NETWORKS, EVENTS, AND REFERRALS.
• BUILDS AND MAINTAINS A STRONG SALES PIPELINE AT 3X ANNUAL GOAL.
• MANAGES SALES ACTIVITY WITHIN CRM SYSTEMS.
• ANALYZES COVERAGE, STRUCTURES PROGRAMS, AND EXECUTES PLAN CHANGES.
• PRESENTS SOLUTIONS AND RECOMMENDATIONS DIRECTLY TO CLIENTS.
• ENSURES ACCURACY AND QUALITY OF PROPOSALS, RENEWALS, AND CLIENT DELIVERABLES.
• METES TIMELINES AND ENSURES READINESS OF ALL CLIENT-FACING MATERIALS.
• MONITORS ACCOUNT PERFORMANCE AND PROACTIVELY RESOLVES ISSUES.
• MaintAINS CONFIDENTIAL CLIENT AND BUSINESS INFORMATION.
• CROSS-FUNCTIONAL PARTNERSHIP & INTEGRATION
• COLLABORATES WITH CLIENT EXECUTIVES, MANAGERS, AND ACCOUNT MANAGERS.
• CORPORATES CARRIER RELATIONSHIPS AND MARKET STRATEGY DISCUSSIONS.
• SUPPORTS SEAMLESS HANDOFFS ACROSS SERVICE TEAMS.
• IDENTIFIES AND DRIVES CROSS-SELLING AND ACCOUNT ROUNDING OPPORTUNITIES.
• GROWTH, CHANGE & SPECIAL INITIATIVES
• Achieves or exceeds annual sales goals.
• LEADS CLIENT GROWTH AND RETENTION STRATEGIES.
• PARTICIPATES IN STRATEGIC INITIATIVES AND BUSINESS DEVELOPMENT EFFORTS.
• EXPANDS PROFESSIONAL NETWORK AND INDUSTRY PRESENCE.
• PROCESS IMPROVEMENT & BEST PRACTICES
• IDENTIFIES OPPORTUNITIES TO IMPROVE SALES AND CLIENT SERVICE PROCESSES.
• STAYS CURRENT ON MARKET TRENDS, PRODUCTS, AND LEGISLATION.
• PROMOTES BEST PRACTICES ACROSS TEAMS.
• LEAVES TOOLS AND INSIGHTS TO ENHANCE CLIENT OUTCOMES.
• ACCOUNTABILITY
• DELIVERS SCALABLE REVENUE GROWTH AND CLIENT RETENTION.
• MANTAINS HIGH-QUALITY CLIENT SERVICE AND SATISFACTION.
• EFFECTIVELY MANAGES PIPELINE AND ACHIEVES SALES TARGETS.
• BUILDING STRONG INTERNAL AND EXTERNAL RELATIONSHIPS.
• EXERCISING SOUND JUDGMENT AND OWNERSHIP IN CLIENT DECISIONS.

Qualifications

• 5+ years of insurance sales or consulting experience.
• Proven success in building and managing a book of business.
• Strong problem-solving and analytical capabilities.
• Excellent communication and presentation skills.
• Proficiency in Microsoft Office tools.
• Life & Health license or ability to obtain within 60 days.
• Bachelor’s degree.
• CEBS designation.
• Experience in professional services or brokerage environment.
• Track record of high client retention.

Key Competencies

• Strategic & Systems Thinking
• Ownership & Accountability
• Consulting & Influence
• Relationship Building
• Business Acumen
• Growth Mindset