Employee Benefits Sales Executive

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

General Description

The Emerson Rogers Account Executive will be responsible for driving continuous new business revenue growth as well as maintaining existing business revenue growth.

Responsibilities

• Develop positive business relationships with brokers, both new and existing, to ensure continued sales growth.
• Demonstrate proficiency at the discovery process (sales due diligence) and conceptual presentation .promoting Emerson Rogers' competitive products and services in a concise and persuasive manner.
• Ability to develop and follow through on a sales business plan that includes prospecting strategies that can generate new broker leads and first appointments.
• Prepare for and participate actively in sales meetings and 1:1 meetings with the sales manager.
• Demonstrate strategic thinking and innovation based on insurance, market, carrier and product knowledge, to help guide the brokers through the complexities of health care reform.
• Build and maintain strong relationships with carriers.
• Strategize with the brokers on sales opportunities to grow the book of business.
• Comply with CRM tasks to track appointments and appropriately label broker opportunities.
• Assist with the service function for most important cases including responsibility for additional lines of business sales, case conservation, all renewal and service activities.

Knowledge, Skills And Abilities

• Demonstrated ability to sell new business and maintain positive broker relationships.
• A positive, consultative sales approach.
• Strong degree of self motivation.
• Goal oriented.
• High activity levels.
• Excellent listening skills.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Personable and credible.
• Professional and dependable.
• Strong understanding of Employee Benefits.
• Familiarity with products, services, competitive offerings, market needs and industry trends.
• Good understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc.
• Experienced in Microsoft Office products including Word, Excel and PowerPoint.
• Strong analytical skills; capable of using and interpreting benefit related facts and figures.
• Bachelor's degree preferred.
• Life, Accident & Health License is required.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.