Benefits Sales Executive — Broker Growth & Strategy

USI Insurance Services; Cincinnati (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Job summary

USI Insurance Services is seeking an Account Executive to drive new business revenue growth and sustain existing revenue. The role focuses on building strong broker relationships, conducting discovery and persuasive presentations, and executing sales plans to generate new leads and first appointments.

The position emphasizes collaboration with carriers, navigating healthcare reform, and supporting service for key cases, renewals, and cross-sell opportunities.

Qualifications

• Bachelor's degree preferred.
• Life, Accident & Health License is required.
• Proven ability to sell new business and maintain broker relationships.
• Strong communication and organizational skills.

Responsibilities

• Develop positive relationships with brokers to drive sales growth.
• Demonstrate discovery and presentation skills to promote Emerson Rogers' products and services.
• Develop and execute a sales plan to generate broker leads and set initial appointments.
• Prepare for and participate in sales meetings with the manager.
• Collaborate with brokers and carriers to navigate health care reform complexities.
• Maintain CRM records for broker opportunities and activity.
• Support service while handling renewals, cross-sell, and ongoing case management.

Skills

Broker relationships

Sales prospecting

CRM proficiency

MS Office

Communication

Organizational skills

Education

Bachelor's degree preferred

Life, Accident & Health License required

Tools

CRM systems

Microsoft Office

Job description

USI Insurance Services is seeking an Account Executive to drive new business revenue growth and sustain existing revenue. The role focuses on building strong broker relationships, conducting discovery and persuasive presentations, and executing sales plans to generate new leads and first appointments.

The position emphasizes collaboration with carriers, navigating healthcare reform, and supporting service for key cases, renewals, and cross-sell opportunities.