PEO Sales Executive

USI Insurance Services

Des Moines (IA)

On-site

USD 100,000 - 125,000

Full time

11 days ago

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Benefits offered by this job

Medical benefits
Wellness programs
Dental and vision
401(k)
FSAs/HSAs
Disability insurance
Life insurance
Paid family leave
Paid holidays

Job summary

USI Insurance Services is seeking an Emerson Rogers Account Executive in Des Moines to drive new business revenue growth while maintaining existing client relationships. The role requires developing strong broker partnerships and presenting Emerson Rogers' health insurance solutions with a consultative approach.

The candidate should have knowledge of Employee Benefits, strong sales discipline, and the ability to navigate health reform complexities.

Qualifications

  • Bachelor's degree preferred.
  • Life, Accident & Health License is required.
  • Strong understanding of Employee Benefits and industry trends.

Responsibilities

  • Develop positive broker relationships to drive sales growth with new and existing brokers.
  • Demonstrate proficiency in discovery and present Emerson Rogers' competitive products concisely.
  • Develop and execute a sales plan with prospecting strategies to generate broker leads and first appointments.
  • Prepare for and participate in sales meetings with the sales manager.
  • Leverage knowledge of insurance, carriers, and products to guide brokers through health care reform complexities.
  • Build and maintain relationships with carriers.
  • Strategize with brokers on opportunities to grow the book of business.
  • Record CRM activities to track appointments and broker opportunities.
  • Assist with service for key cases including additional lines of business sales, renewals, and service.

Skills

Broker relationships
Consultative selling
Communication skills
Organizational skills
Microsoft Office
Analytical skills
Presentation skills
Negotiation

Education

Bachelor's degree preferred

Tools

Word
Excel
PowerPoint

Job description

Description and Requirements
Requirements
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

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