Job Description
- Job Description:
- Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
- Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
- Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
- Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
- Documents new business activity in the appropriate system(s).
- Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.
- Develops and presents recommendations to clients based on consultative selling approach.
- Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
- Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
- Seamlessly transitions sold clients to the designated client service/account management team.
- Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
- Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
- Performs other projects, duties, and tasks, as assigned.
- Requirements:
- A Life and Health License from state of domicile is required and must be maintained.
- A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required.
- College degree preferred with preference given to individuals with experience in Risk Management.
- Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
- Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
- In-depth understanding of complex employee benefits lines of coverage.
- Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co-workers, underwriters, vendors and others.
- Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word).
- Must be computer literate with the ability to learn new software applications.
- Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures.
- Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
- Ability to prioritize and handle multiple tasks in a demanding work environment.
- Ability to work independently and on a team.
- Benefits:
- Competitive pay.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs.
- 401K.
- Employee assistance programs.
- Paid time off.
- Paid holidays.
- Career advancement and development opportunities.
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