PEO Sales Executive

USI Insurance Services; Kansas City (KS); On-site; USD 100,000 - 125,000; Full time

Job summary

USI Insurance Services is seeking an Emerson Rogers Account Executive in Kansas City to drive new business revenue growth and nurture existing relationships. You will manage broker engagements, conduct discovery, and present offerings concisely while guiding brokers through health care reform complexities.

Focusing on carrier relationships and sales strategy, you will coordinate with managers, maintain CRM records, and support renewal and service activities for major cases.

Qualifications

• Demonstrated ability to sell new business and maintain positive broker relationships.
• Professional and consultative sales approach with high motivation and goal orientation.
• Strong understanding of Employee Benefits and market trends.
• Life, Accident & Health License required.

Responsibilities

• Develop positive relationships with brokers to drive sales growth.
• Demonstrate discovery process and present Emerson Rogers' offerings clearly.
• Develop and execute a sales plan to generate new broker leads and initial appointments.
• Participate in sales meetings with the sales manager and broker teams.
• Leverage insurance knowledge to guide brokers through health care reform complexities.
• Build and maintain relationships with carriers and strategize sales opportunities.
• Record CRM activities and support service for key cases and renewals.

Skills

Self-motivation

Goal oriented

High activity levels

Excellent listening skills

Analytical skills

Customer relationship management

Education

Bachelor's degree preferred

Life, Accident & Health License

Tools

Microsoft Office (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