General Agency Sales Executive

USI Insurance Services; Burlington (MA); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k)

Paid family leave

Paid holidays

Job summary

USI Insurance Services is looking for an Emerson Rogers Account Executive based in Burlington, Massachusetts. This role focuses on driving new business revenue while nurturing existing broker relationships. Candidates should possess strong sales skills and an understanding of employee benefits.

The position offers a competitive salary range of $75k–$150k along with comprehensive health and financial benefits including medical, dental, 401(k), and paid family leave.

Qualifications

• Demonstrated ability to sell new business and maintain positive broker relationships.
• Strong understanding of employee benefits and market trends.
• Ability to creatively problem-solve and stay organized in a busy environment.

Responsibilities

• Develop relationships with brokers to enhance sales growth.
• Prepare for and participate in sales meetings.
• Assist with service functions for key cases.

Skills

Sales expertise

Broker relationship management

Self-motivation

Organizational skills

Analytical skills

Education

Bachelor's degree

Life, Accident & Health license

Tools

Microsoft Office Suite

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 to 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.

$75k–$150k