General Agency Account Executive

USI Insurance Services; Tampa (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical

Wellness

Dental and Vision

401(k)

Flexible spending accounts

Health savings accounts

Short and long-term disability

Life Insurance

Paid holiday time

Generous paid family leave

Job summary

USI Insurance Services in Tampa seeks an Account Executive to drive new business revenue growth and expand existing client relationships within Employee Benefits. You will engage brokers, conduct discovery, and present Emerson Rogers products persuasively to secure appointments and grow the book of business.

Responsibilities include planning, carrier relations, and leveraging market trends to navigate health care reform. Strong MS Office skills and a licensing requirement are essential.

Qualifications

• Bachelor's degree preferred.
• Life, Accident & Health License is required.
• Strong understanding of Employee Benefits.
• Familiarity with products, services, competitive offerings, market needs and industry trends.
• Strong analytical skills; capable of using and interpreting benefit related facts and figures.
• Experienced in Microsoft Office products including Word, Excel and PowerPoint.

Responsibilities

• Develop positive business relationships with brokers to ensure sales growth.
• Demonstrate proficiency in discovery and conceptual presentation of Emerson Rogers' products and services.
• Develop and execute a sales business plan generating broker leads and first appointments.
• Prepare for and participate in sales meetings and 1:1 sessions with the sales manager.
• Apply strategic thinking and knowledge of insurance, market, carrier, and product knowledge to guide brokers through health care reform complexities.
• Build and maintain relationships with carriers.
• Strategize with brokers on sales opportunities to grow the book of business.
• Track appointments and broker opportunities in CRM; manage service activities for important cases.
• Assist with service functions for key cases including additional lines of business sales and renewals.

Skills

Sales excellence

Self motivation

Goal oriented

High activity levels

Organizational skills

Problem solving

Personable / credible

Professional / dependable

Employee Benefits knowledge

Industry & trends knowledge

Alternate funding arrangements

MS Office proficiency

Analytical skills

Education

Bachelor's degree preferred

Life, Accident & Health License

Tools

Word

Excel

PowerPoint

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.
• Strong degree of self motivation.
• Goal oriented.
• High activity levels.
• 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.

#LI-AC1

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.

• medical
• wellness
• dental and vision
• 401(k)
• flexible spending and health savings accounts
• short and long-term disability
• life insurance
• other unique employer-sponsored and voluntary programs
• generous paid family leave benefit
• paid holiday time