Employee Benefits Sales Executive, Middle Market/Ft. Lauderdale, Boca or West Palm Beach

USI Insurance Services; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

USI Insurance Services is actively seeking an Employee Benefits Sales Executive in Boca Raton, focusing on driving new business and managing existing client relationships. This mid-senior level position offers competitive pay and benefits, requiring at least 3 years of experience in insurance brokerage and expertise in employee benefits management. Join a dynamic company committed to diversity and employee growth.

Benefits

Competitive pay and commissions

401(k) plan

Paid family leave

Paid holidays

Flexible spending accounts

Medical, dental, and vision insurance

Qualifications

• 3+ years of successful sales experience in insurance brokerage.
• Life and Health insurance license required.
• Deep knowledge of Employee Benefits.

Responsibilities

• Drive new business and grow revenue from existing clients.
• Manage client relationships to ensure satisfaction and profitability.
• Develop and execute sales plans and prospecting strategies.

Skills

Communication

Negotiation

Organization

Customer Focus

Consultative Approach

Education

College degree

Job description

Employee Benefits Sales Executive, Middle Market/Ft. Lauderdale, Boca or West Palm Beach

Join to apply for the Employee Benefits Sales Executive, Middle Market/Ft. Lauderdale, Boca or West Palm Beach role at USI Insurance Services

Job Description and Requirements

Position Overview: Outside sales role focusing on Employee Benefits. Responsible for driving new business, client retention, and growing revenue from existing clients. Manage client relationships, ensuring profitability, satisfaction, and organic growth.

Responsibilities:

• Achieve annual new business sales of $200k in target companies with 200-2,000 employees. Retain at least 92% of business year over year with support from leadership and account management.
• Meet activity and appointment quality goals for new business.
• Use USI resources to research prospects and develop tailored messaging.
• Explain USI’s competitive advantages to clients and prospects.
• Develop and execute sales plans and prospecting strategies.
• Innovate solutions for clients using market knowledge and technical insurance expertise.
• Participate in national and regional meetings and video calls.
• Prepare for appointments, advancing, closing, and retaining business.
• Utilize USI’s CRM and sales tools for data entry, sales support, and revenue forecasting.
• Engage in industry training and sales programs.
• Identify cross-selling opportunities to strengthen client relationships.
• Collaborate with account management on key client services.
• Maintain strong knowledge of competitors.
• Represent USI at meetings, seminars, trade shows, and networking events.

Qualifications and Skills:

• 3+ years of successful sales experience in insurance brokerage.
• College degree preferred.
• Life and Health insurance license required.
• Deep knowledge of Employee Benefits.
• Personable, motivated, goal-oriented, with strong communication and negotiation skills.
• Excellent organizational and follow-up skills.
• Consultative approach with prospects and clients.
• Strong presence within HR and benefits communities.
• Excellent listening skills and customer focus.
• Ability to engage with senior management and demonstrate executive presence.

Why USI? USI is a leading insurance brokerage with over $2.7 billion revenue, 10,000+ associates, and 200 offices nationwide. We foster a dynamic culture of growth, development, and recognition. Our USI ONE Advantage offers comprehensive risk management and benefit solutions with tangible financial benefits.

We offer competitive pay, commissions, incentives, and benefits, along with recognition programs like USI PEAK. Our wellness, education, and community programs support our employees’ well-being and development.

USI is committed to diversity, equity, and inclusion through initiatives like the I’m With U program. We are recognized as a top employer in insurance and financial services, with numerous awards for workplace excellence and diversity.

Our benefits include medical, dental, vision, 401(k), flexible spending accounts, disability, life insurance, paid family leave, and holidays.

Employment Details

• Level: Mid-Senior
• Type: Full-time
• Function: Sales and Business Development
• Industry: Insurance