Ancillary Sales Executive

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Executive Talent Acquisition Partner at USI Insurance Services

Requirements and Responsibilities

• Develop positive business relationships with brokers to ensure sales growth.
• Demonstrate proficiency in the discovery process and presenting Emerson Rogers' products and services persuasively.
• Follow a sales business plan to generate new broker leads and appointments.
• Participate actively in sales meetings and 1:1 meetings with the sales manager.
• Use market and product knowledge to guide brokers through health care reform complexities.
• Build and maintain relationships with carriers.
• Strategize with brokers on sales opportunities to grow the book of business.
• Track appointments and broker opportunities using CRM.
• Assist with key case service activities, including additional lines of business sales, case conservation, renewal, and service activities.

Knowledge, Skills, and Abilities

• Ability to sell new business and maintain broker relationships.
• Consultative sales approach and self-motivation.
• Goal-oriented with high activity levels.
• Excellent listening and problem-solving skills.
• Organized and focused in a busy environment.
• Personable, credible, professional, and dependable.
• Strong understanding of Employee Benefits and industry trends.
• Knowledge of funding arrangements like fully insured, self-insured, etc.
• Proficient in Microsoft Office; strong analytical skills.
• Bachelor's degree preferred; Life, Accident & Health License required.

USI offers a comprehensive benefits package, including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance