General Agency Benefits Sales Executive

USI Insurance Services; Knoxville (TN); On-site; USD 65,000 - 110,000; Full time

Job summary

USI Insurance Services in Knoxville seeks an Account Executive to drive new business revenue growth and maintain existing revenue growth. You will develop broker relationships, lead discovery, and present Emerson Rogers' health insurance products persuasively.

Create and execute sales plans, participate in meetings, and strategize with brokers on growth opportunities. The role requires strong sales instincts, high activity, and proficiency with CRM systems and MS Office tools.

Qualifications

• Bachelor's degree preferred.
• Life, Accident & Health License is required.

Responsibilities

• Develop positive business relationships with brokers to drive sales growth.
• Demonstrate proficiency at discovery and present Emerson Rogers' offerings persuasively.
• Develop and execute a sales plan to generate broker leads and initial appointments.
• Prepare for and participate in sales meetings with the sales manager.
• Apply strategic thinking using insurance knowledge to guide brokers on health care reform.
• Build and maintain relationships with carriers to support opportunities.
• Collaborate with brokers on opportunities to grow the book of business.
• Maintain CRM tasks to track appointments and opportunities.
• Assist with service for key cases, renewals, and additional lines of business.

Skills

Sales

Broker relationships

CRM

Microsoft Office

Analytical skills

Listening skills

Organizational skills

Education

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft 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.

Responsibiliti es:

• 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 time off policy, paid family leave benefit as well as paid holiday time .