PEO Sales Executive

USI Insurance Services; Chicago (IL); On-site; USD 100,000 - 125,000; Full time

Job summary

USI Insurance Services in Chicago seeks an Account Executive to drive new business revenue growth and maintain existing client growth. You will develop broker relationships, present competitive health insurance products, and build a strategic sales plan with carriers and brokers.

The role requires strong knowledge of Employee Benefits, a consultative sales approach, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Proven ability to sell new business and maintain broker relationships.
• Consultative sales approach with high activity and self-motivation.
• Strong understanding of Employee Benefits and insurance market trends.
• Experience with alternative funding arrangements and carriers.

Responsibilities

• Develop positive relationships with brokers to drive sales growth.
• Promote Emerson Rogers' products through discovery and compelling presentations.
• Develop and execute a sales business plan with prospecting strategies.
• Prepare for and participate in sales meetings with the sales manager.
• Guide brokers through health care reform using market knowledge.
• Build and maintain relationships with carriers.
• Strategize with brokers on opportunities to grow the book of business.
• Utilize CRM to track appointments and classify broker opportunities.
• Support service for key cases including renewal and other sales activities.

Skills

New business sales

Broker relationships

Consultative selling

Self-motivation

Goal orientation

High activity levels

Active listening

Problem solving

Organizational skills

Communication

Employee Benefits knowledge

MS Office proficiency

Analytical skills

Education

Bachelor's degree preferred

Life, Accident & Health License required

Tools

Microsoft Office Suite

Job description

Description and Requirements

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.
• 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 family leave benefit as well as paid holiday time.

Salary Range: $100k - $125k