What are the responsibilities and job description for the ER Wholesale Account Executive position at USI Holdings Corporation?
Description and Requirements
General Description: Wholesale employee or individual benefits sales position. Responsible for driving new business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross selling programs where applicable.
Responsibilities:
• Develop strong relationships with new and existing brokers to ensure continued sales growth.
• Develop and execute sales business plan and use effective prospecting strategies.
• Generate new broker leads and first appointment activity.
• Engage in sales meetings on preparing for first appointments, advancing, closing, and retaining of business.
• Demonstrate proficiency in sales due diligence and conceptual presentation. Understand and explain Emerson Rogers competitive products and services effectively.
• Collaborate with sales team to develop and support cross-sell strategies to enhance prospect and client relationships.
• Keep current on insurance, market, carrier, and product knowledge. Guide brokers through the complexities of health care reform.
• Build and maintain strong relationships with carriers.
• Demonstrate understanding of certification requirements and sales process when required in your specialized insurance markets.
• Maintain accurate records in the company's customer relationship management (CRM) system. Includes completing tasks to track appointments and appropriately labeling broker opportunities.
• Assist account management team with servicing most important cases/clients. Includes additional lines of business sales, case conservation, and all renewal and service activities.
Knowledge, Skills and Abilities:
• Bachelor's degree preferred.
• Must hold a Life, Accident & Health insurance license.
• For Medicare, must be certified annually.
• Strong knowledge of Employee Benefits. Includes familiarity with products, services, competitive offerings, market needs, and industry trends.
• Comprehensive knowledge of your specialized insurance markets.
• Solid understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
• Demonstrated ability to sell new business and maintain positive broker relationships.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with strong customer focus.
• Strong analytical skills; capable of using and interpreting benefit-related facts and figures.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include driving, walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:
• Constantly (over 66% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
• Frequently (34%-66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling, or squatting.
Salary Range:
$100-130k
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
General Description: Wholesale employee or individual benefits sales position. Responsible for driving new business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross selling programs where applicable.
Responsibilities:
• Develop strong relationships with new and existing brokers to ensure continued sales growth.
• Develop and execute sales business plan and use effective prospecting strategies.
• Generate new broker leads and first appointment activity.
• Engage in sales meetings on preparing for first appointments, advancing, closing, and retaining of business.
• Demonstrate proficiency in sales due diligence and conceptual presentation. Understand and explain Emerson Rogers competitive products and services effectively.
• Collaborate with sales team to develop and support cross-sell strategies to enhance prospect and client relationships.
• Keep current on insurance, market, carrier, and product knowledge. Guide brokers through the complexities of health care reform.
• Build and maintain strong relationships with carriers.
• Demonstrate understanding of certification requirements and sales process when required in your specialized insurance markets.
• Maintain accurate records in the company's customer relationship management (CRM) system. Includes completing tasks to track appointments and appropriately labeling broker opportunities.
• Assist account management team with servicing most important cases/clients. Includes additional lines of business sales, case conservation, and all renewal and service activities.
Knowledge, Skills and Abilities:
• Bachelor's degree preferred.
• Must hold a Life, Accident & Health insurance license.
• For Medicare, must be certified annually.
• Strong knowledge of Employee Benefits. Includes familiarity with products, services, competitive offerings, market needs, and industry trends.
• Comprehensive knowledge of your specialized insurance markets.
• Solid understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
• Demonstrated ability to sell new business and maintain positive broker relationships.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with strong customer focus.
• Strong analytical skills; capable of using and interpreting benefit-related facts and figures.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include driving, walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:
• Constantly (over 66% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
• Frequently (34%-66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling, or squatting.
Salary Range:
$100-130k
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
Salary : $100,000 - $130,000