Salary
💰 $58,656 - $84,026 per year
About the role
- Provide proactive service to existing accounts as part of the customer retention strategy
- Exercise a broad knowledge of the organization's services and products while operating in a team selling environment with regional Account Executives
- Make proactive service calls in person or via telephone on existing accounts ensuring that yearly sales call targets are met
- Formulate and implement business plans specific to the needs of individual accounts, addressing administrative client issues (membership, literature needs, billing, etc.)
- Identify new and ancillary product sales opportunities and work with appropriate Account Executive in a team selling environment
- Represent the company at benefit and enrollment fairs as requested by client or sales management
- Cultivate and develop strong business relationships with key client decision-makers and other group contacts
- Maintain current working knowledge of existing and new products/services to ensure accurate information is provided to clients
- Complete administrative assignments including weekly activity reports, expense reports, and annual sales plan
- Utilize sales automation system to maintain client records and prepare reports
Requirements
- Bachelor’s Degree in Business or related field, or equivalent experience
- Three years experience servicing customers and managing accounts, preferably in the employee benefits or Healthcare/Insurance industry, with established broker relationships
- Demonstrated track record in meeting sales and servicing goals with responsibility for servicing large numbers of accounts both in person and via telephone
- Knowledge of underwriting, products, services, and healthcare industry
- Excellent written and verbal communication skills
- Proven presentation skills
- Excellent organizational skills
- Working knowledge of word processing and spreadsheet applications
- Ability to travel locally via car up to 70% of the time
- Clean DMV record