As a direct member of a sales and advisory team, a Sales Executive (SE) is responsible for taking on the account leadership of new and existing relationships. The Sales Executive will develop new business opportunities, manager overall client relationships with support of a service team, and lead strategy on complex accounts.
Roles and Responsibilities:
- Developing New Relationships
- Developing a network of outside influencers using various methods including but not limited to referrals, industry associations, and other professional service providers
- Actively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, company-sponsored events, referrals, etc.
- Creating synergy across company practice areas while identifying cross-selling and account rounding opportunities
- Following up on leads in a timely manner
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- Managing all sales activity within our customer relations management system
- Engaging in professional and networking activities that maintain and expand the current book of business
- Achieving annual sales goal at or above agency standards
- Maintaining an active pipeline of 3x annual sales goals
- Leading Risk Management Strategies for Existing Relationships
- Providing efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers and Account Managers
- Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
- Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
- Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
- Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
- Keeping current with carriers, strategic partners, products/services and applicable legislation
- Performing other duties and special projects as assigned
- Acting as a backup to team personnel when necessary
- Maintaining confidential information
You might be a great fit for this role if you:
- Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting
- Have prior experience in building and/or growing a book of business in a professional services industry
- Have demonstrated technical consulting experience with a track record of high client retention marks
- Enjoy presenting to clients
- Can work independently, as well as within an advisory team
- Find energy in creating and cultivating new relationships
- Are proficient in gathering data and excel in problem-solving
- Are a self-starter who takes initiative to succeed
- Are committed to professional growth and enjoy learning new skills
- Have exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, and Excel
Required:
- 5+ years of sales/consulting experience in a professional services industry
- Bachelor’s degree preferred
- Insurance experience
- CEBS designation preferred
- Life & Health license preferred, or the ability to attain within the first 60 days of employment
- Excellent computer and office machine skills, specifically with Microsoft Office products
Job Types: Full-time, Permanent
Pay: $200,000.00 - $250,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Experience:
- insurance agency sales in Employee Benefits: 6 years (Required)
- middle to large group market (100+ lives): 3 years (Required)
Work Location: In person