Employee Health & Benefits Advisor

ООО «ХАГЕМАЕР ГРУПП»; Scottsdale (AZ); Presencial; USD 60.000 - 100.000; Jornada completa

Descripción de la vacante

Marsh McLennan Agency in Scottsdale seeks an Employee Health & Benefits Advisor responsible for negotiating, selling and managing relationships with new and existing clients in the employee benefits space. You will be accountable for account receivables and renewal marketing information, while staying current on coverages and presenting insightful options to clients.

This role emphasizes building sales pipelines, networking with prospects, and collaborating with internal teams to align benefits

Formación

• High School Diploma.
• 3+ years of insurance experience or the ability to learn and validate salary within 3 years.
• Licensed in Arizona Life, Health and Disability.
• Ability to network and create sales leads.
• Ability to influence and close prospecting opportunities.
• Proven track record of being self motivated and a self starter.
• Ability to analyze and interpret quotes and plan designs.
• Ability to effectively communicate, both written and verbally, with internal and external parties.
• Excellent time management, organizational and multi-tasking skills with high attention to detail.
• Ability to build and maintain effective relationships with carriers, peers and clients.
• Ability to work independently and in cross-functional teams.
• Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point).

Responsabilidades

• Involved in the community and business situations to connect with prospective clients.
• Work with prospective clients to identify partnerships on insurance needs.
• Partner with internal teams to market new accounts.
• Retain existing accounts while meeting new production standards.
• Responsible for account receivables.
• Obtain and collect information for renewal marketing.
• Stay current on coverages to provide technical support.
• Schedule regular client visits to review coverages and contracts.
• Attend onsite and offsite client meetings as necessary.
• Other duties as assigned.

Educación

High School Diploma

Bachelor's degree in related discipline

Arizona Life, Health and Disability license

Network and generate sales leads

Influence and close prospecting opportunities

Self-motivation and initiative

Analyze and interpret quotes and plan designs

Effective written and spoken communication

Time management and multi-tasking

Build and maintain relationships with carriers, peers, clients

Work independently and in cross-functional teams

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Herramientas

Microsoft Office Suite

Descripción del empleo

Position Overview

Employee Health & Benefits Advisors are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Advisors are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.

Principal Duties and Responsibilities

• Involved in the community and business situations in order to become connected with prospective clients through association
• Work with prospective clients to identify ways in which Marsh McLennan Agency can partner with prospects on their insurance needs
• Partner with internal Client Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect
• Responsible for retaining existing accounts while meeting new account productions standards each year
• Responsible for account receivables
• Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin
• Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client
• Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings
• Conduct all business in accordance with established policies and procedures
• Attend onsite and offsite client meetings as necessary
• Other duties as assigned

Knowledge, Skills and Abilities

• Required:High School Diploma
• 3+ years of insurance experience or the ability to learn and validate salary within 3 years
• Licensed in Arizona Life, Health and Disability
• Ability to network and create sales leads
• Ability to influence and close prospecting opportunities
• Proven track record of being self motivated and a self starter
• Ability to analyze and interpret quotes and plan designs
• Ability to effectively communicate, both written and verbally, with internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with carriers, peers and clients
• Ability to work independently and in cross-functional teams
• Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred

• Dual License in Arizona Property/Casualty
• Bachelors degree in related discipline
• Continuing education such as RHU, REBC, CEBS, or CBP

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