Job Description
- Job Description:
- market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients
- Drives increased sales and Company growth by developing positive business relationships with agents/brokers
- Maintains an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes
- Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers
- Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service agents/brokers and to encourage them to place their clients’ business with the Company
- Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services
- Accurately and efficiently processing agent’s requests for quotations and proposals
- Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products
- Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates
- Aiding agents/brokers in obtaining sales materials and supplies
- Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings
- Resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management
- Actively participates in team meetings, providing input to contribute to the team’s overall success
- Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration
- Occasional vehicular travel
- Occasional long, irregular hours and possible travel
- Ability to work overtime during 4th quarter busy time
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
- Requirements:
- 3+ years’ experience in a related insurance/employee benefit medical sales role (required)
- Associate’s Degree (preferred)
- Life/Health Agent’s License (required)
- In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
- Communicate effectively with all levels of internal and external personnel, both verbally and in writing
- Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines
- Develop and maintain good working relationships and provide positive customer service
- Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients
- Determine when situations need to be escalated to Company management
- Work in and contribute to a positive team environment
- Manage multiple responsibilities simultaneously
- Benefits:
- medical, dental, vision, life, disability, and AD&D insurance
- tax-advantaged savings accounts
- 401(k) plan with company match
- generous paid time off programs, including company holidays, vacation and sick days, new parent leave
- restricted stock units and/or a deferred compensation plan
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