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Posted May 12, 2026

Broker Sales Executive

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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 Apply Now Apply Now
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