PEO Sales Executive

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

Benefits offered by this job

Health benefits

401(k) plan

Paid family leave

Paid holidays

Job summary

USI Insurance Services in Columbus, OH seeks an Emerson Rogers Account Executive to drive new business revenue growth while maintaining existing client relationships among brokers. You will promote health insurance products using discovery, present concise solutions, and develop broker leads and first appointments.

You will plan strategically with brokers, participate in sales meetings, manage CRM tasks, and support renewal and service activities to grow the books of business with carriers.

Qualifications

• Demonstrated ability to sell new business and maintain broker relationships.
• Consultative sales approach with strong listening and problem-solving skills.
• Self-motivated, goal-oriented, and highly active.
• Understanding of Employee Benefits and market trends.
• Bachelor's degree preferred; relevant licenses required.

Responsibilities

• Develop and maintain positive broker relationships to drive revenue growth.
• Lead discovery and present Emerson Rogers' products to brokers.
• Create and execute a sales plan to generate new broker leads and appointments.
• Participate in sales meetings and coachings with the sales manager.
• Collaborate on opportunities to expand book of business with insurers.
• Utilize CRM to track activities and label broker opportunities.
• Support service activities including renewal and cross-sell opportunities.

Skills

Sales

Broker relationships

Prospecting

CRM

Presentation skills

Education

Bachelor's degree preferred

Life, Accident & Health License

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM software

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.

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.

Salary Range

Salary Range: $100k - $125k