General Agency Sales Executive

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

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

401(k)

Flexible spending accounts

Health savings accounts

Short/long-term disability

Life insurance

Paid family leave

Paid holidays

Job summary

USI Insurance Services in Indianapolis seeks an Account Executive to drive new business revenue growth while maintaining existing growth. You will develop broker relationships, lead discovery and present Emerson Rogers' offerings concisely, and craft a proactive sales plan.

Responsibilities include active participation in meetings, strategic guidance through health care reform, maintaining carrier relationships, and ensuring CRM accuracy to maximize opportunities and service outcomes.

Qualifications

• Demonstrated ability to sell new business and maintain broker relationships.
• Strong self motivation and goal orientation with high activity levels.
• Ability to problem-solve and stay organized in a busy environment.
• Excellent understanding of Employee Benefits and market trends.
• Proficiency with Word, Excel and PowerPoint.

Responsibilities

• Develop positive relationships with brokers to drive sales growth.
• Lead discovery and present Emerson Rogers' products concisely.
• Create and execute a sales plan to generate broker leads and appointments.
• Prepare for and participate in sales meetings and 1:1s with sales manager.
• Apply insurance industry knowledge to guide brokers through health care reform.
• Build and maintain carrier relationships and strategize sales opportunities.
• Maintain CRM records and label broker opportunities accurately.
• Assist with service for key cases, renewals, and other lines of business.

Skills

Broker relationships

Sales

Self motivation

Goal oriented

High activity levels

Problem solving

Organizational skills

Analytical skills

Education

Bachelor's degree preferred

Life, Accident & Health License

Tools

Microsoft Office

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.

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.