PEO Sales Executive

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

Job summary

USI Insurance Services in Overland Park, KS, seeks an Account Executive to drive new business revenue and grow existing client revenue within the health benefits space. You will cultivate broker relationships, lead discovery and strategic planning, and work with carriers to expand offerings.

The role requires strong sales skills, organization, and knowledge of employee benefits, with a focus on healthcare reform guidance for brokers and clients.

Qualifications

• Bachelor’s degree preferred.
• Life, Accident & Health license required.
• Experience selling to brokers and maintaining broker relationships.

Responsibilities

• Develop positive relationships with brokers to drive sales growth.
• Demonstrate discovery process and present Emerson Rogers' products concisely.
• Develop and follow a sales business plan to generate new broker leads.
• Prepare for and participate in sales meetings with the sales manager.
• Guide brokers through health care reform with market and product knowledge.
• Build and maintain strong carrier relationships.
• Strategize with brokers on opportunities to grow the book of business.
• Keep CRM updated with appointments and broker opportunities.
• Assist service function for key cases, renewals, and cross-sell opportunities.

Skills

Broker relationships

Consultative sales

Sales prospecting

CRM proficiency

Insurance knowledge

Microsoft Office

Organizational skills

Communication skills

Self-motivation

Health insurance products

Education

Bachelor's degree preferred

Life, Accident & Health License required

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

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