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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