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About the role
Key responsibilities & impact- Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
- Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
- Responsible for generating proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity clients in target market of 20-500+ lives in designated territory
- Provide consultative analysis and recommendations to distribution channel partners and prospective clients
- Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
- Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
- Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
- Coordinate and track client events, meetings, appointments, and conferences
- Coordinate with the Regional Account Manager on the delivery of all proposals
- Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events
Requirements
What you’ll need- 3+ years of experience and documented success in Group Insurance sales and marketing (Employee Benefits: Life, Dental, Vision, Disability and Voluntary Benefits)
- Group Insurance sales experience within Florida
- Life and Health Insurance licenses specific to States of FL
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Group Insurance salesEmployee BenefitsProposal generationConsultative analysisMarket researchSales strategy developmentClient relationship managementPremium salesEvent coordinationTerritory management
Soft Skills
Relationship buildingCommunicationOrganizational skillsStrategic thinkingCustomer experience enhancementGoal orientationCollaborationAnalytical skillsNegotiationProblem-solving
Certifications
Life Insurance licenseHealth Insurance license