General Agency Sales Executive

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

Benefits offered by this job

401(k)

Medical benefits

Generous paid family leave

Job summary

USI Insurance Services is seeking an Account Executive in Needham, Massachusetts, responsible for driving new business revenue growth while maintaining existing business. The role requires strong sales skills and the ability to build relationships with brokers, promoting competitive products and services.

The ideal candidate should have a background in employee benefits and demonstrate a consultative sales approach, aiming for a salary range of $75k–$150k annually.

Qualifications

• Demonstrated ability to sell new business and maintain positive broker relationships.
• Strong degree of self-motivation.
• Excellent listening skills.
• Strong understanding of employee benefits.
• Life, Accident & Health license is required.

Responsibilities

• Develop positive business relationships with brokers to ensure continued sales growth.
• Demonstrate proficiency in the discovery process and conceptual presentation.
• Prepare for and participate in sales meetings and one-on-ones with the sales manager.
• Assist with service functions for important cases and renewals.

Skills

Sales proficiency

Relationship management

Self-motivation

Goal oriented

Organizational skills

Analytical skills

Education

Bachelor's degree preferred

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 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