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.

Reporting, Quality & Operational Support

• 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.
• MANTAINS CONFIDENTIAL CLIENT AND BUSINESS INFORMATION.

Cross-Functional Partnership & Integration

• COLLABORATES WITH CLIENT EXECUTIVES, MANAGERS, AND ACCOUNT MANAGERS.
• COORDINATES 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.
• 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.
• LEVERAGES TOOLS AND INSIGHTS TO ENHANCE CLIENT OUTCOMES.

Required 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.
• ELEMENTORATE COMMUNICATION AND PRESENTATION SKILLS.
• PROFICIENCY IN MICROSOFT OFFICE TOOLS.
• LIFE & HEALTH LICENSE OR ABILITY TO OBTAIN WITHIN 60 DAYS.

Preferred Qualifications

• BACHELOR’S DEGREE.
• CEBS DESIGNATION.
• EXPERIENCE IN PROFESSIONAL SERVICES OR BUREAU ENVIRONMENT.
• TRACK RECORD OF HIGH CLIENT RETENTION.