General Agency Sales Executive

USI Insurance Services; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

USI Insurance Services is seeking an Emerson Rogers Account Executive responsible for driving continuous new business revenue growth as well as maintaining existing business revenue growth.

You will develop positive relationships with brokers, conduct discovery, promote Emerson Rogers' competitive products, and build sales plans to generate broker leads and first appointments. You will participate in sales meetings and support service and renewal activities for key cases.

Qualifications

• Proven ability to sell new business and maintain broker relationships.
• Strong self-motivation and goal-oriented approach.
• Excellent organizational and communication skills.
• Knowledge of Employee Benefits, products, services, and market trends.

Responsibilities

• Develop positive relationships with brokers to drive sales growth.
• Lead discovery and promote Emerson Rogers' offerings in a concise, persuasive manner.
• Create and execute a sales plan to generate new broker leads and appointments.
• Prepare for and participate in sales meetings with the sales manager.
• Provide guidance on health care reform and related products to brokers.
• Build strong relationships with carriers and manage broker opportunities in CRM.
• Assist with service activities for key cases, renewals, and cross-sell opportunities.

Skills

Broker relationships

Sales

Self-motivation

Goal oriented

Organizational skills

Problem solving

Communication skills

Employee Benefits knowledge

Tools

CRM software

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 and services and competitive offerings and market needs and industry trends.
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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.