What are the responsibilities and job description for the Business Development Regional Executive (CALIFORNIA) position at Tristar Insurance?
Job Details
Business Development Regional Executive (CALIFORNIA)
POSITION SUMMARY:
Generate leads and be responsible for revenue base growth through the sale of new business opportunities while expanding and/or maintaining the existing revenue base. Collaborate with Business Development team members as directed. Create opportunities to present ideas to clients, industry functions, and management.
DUTIES AND RESPONSIBILITIES:
- Sell new business.*
- Travel to prospective accounts, existing clients, trade shows, and corporate meetings / 40% travel*
- Develop rapport and credibility with potential clients and industry consultants to enhance revenue growth opportunities.*
- Identify, Solicit, and Respond to Request for Proposals from potential clients, brokers, and consultants.*
- Present solutions and options to meet the needs of clients, thereby increasing the potential revenue of their territory and nationwide.*
- Participate in client implementation meetings in coordination with Client Services and Operations.*
- Provide new client implementation service guidelines and instructions based on what was agreed to as part of the sale.*
Create a Service plan in conjunction with the assigned Client Service, Account Management, Branch and Operations support team members.
- Anticipate and meet client’s needs; troubleshoot problems; provide consulting advice; and meet service needs and requirements.*
- Develop and facilitate sales presentations, as required.*
- Maintain consistent contact at various client levels.*
- Consistently meet production goals and activity as assigned.
- Participate with client claim reviews as necessary.
- Work closely with other TRISTAR departments to ensure a coordinated delivery of services to the client, based on services purchased.
- Attend local and national conferences, trade shows, industry meetings, and events, as required, and identified
- Other duties as assigned.
EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment.
SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire
Qualifications
Education/Experience: Bachelor’s degree in related field (preferred); five (5) years sales experience
Knowledge, Skills and Abilities:
- Ability to prioritize multiple tasks and meet strict deadlines.
- A working knowledge of Excel, Word and SalesForce.
- Excellent written and verbal communication skills, including ability to convey technical details to clients and staff.
- Ability to effectively present information and respond to questions from clients, vendors and employees of the organization.
- Knowledge of Solution Selling.
- Ability to understand the Third-Party Administration industry.
- Excellent sales and customer service skills.
- Ability to establish and maintain a high level of customer trust and confidence.
- Ability to forge strong relationships.
Other Qualifications:
- None.
Salary : $120,000 - $150,000