General Agency Account Executive

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

Benefits offered by this job

Medical insurance

Wellness programs

Dental and vision

401(k)

Paid family leave

Paid holidays

Job summary

USI Insurance Services in Naples, FL seeks an Account Executive to drive new business revenue and grow existing client relationships in Employee Benefits. You will work with brokers to present Emerson Rogers' competitive health care solutions, manage discovery, and craft persuasive presentations.

The role requires a consultative sales approach, strong organization, and the ability to develop and execute a sales plan.

Qualifications

• Experience selling to brokers and growing revenue.
• Consultative sales approach with brokers and clients.
• License in Life, Accident & Health is required.
• Strong organization and communication skills.

Responsibilities

• Develop positive business relationships with brokers to drive growth.
• Demonstrate discoveryProcess and present Emerson Rogers' products effectively.
• Develop and execute a sales plan with prospecting strategies.
• Prepare for and participate in sales meetings and 1:1 reviews with the manager.
• Collaborate on carrier relationships and strategy for opportunities.

Skills

Broker relationships

Consultative sales

Self motivation

Goal oriented

High activity levels

Excellent listening

Organized

People skills

Employee Benefits knowledge

Bachelor's degree preferred

Education

Bachelor's degree

Life, Accident & Health License required

Tools

MS Word

Excel

PowerPoint

Job description

Description and Requirements

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.

Benefits

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.