About this role

Generate and drive new business opportunities through consulting, prospecting, and networking.
Maintain and enhance relationships with existing client and broker base.
Serve as main point of contact for all assigned accounts; manage client expectations through outstanding communication and superior service and support.
Partner with Customer Support Team to ensure accurate data entry into the enrollment and billing systems.
Investigate and resolve client or broker concern and/or issues in a timely and proactive manner.
Attend Chamber meetings, business expositions and other industry functions to establish and develop client and broker relationships.

Health & Life Insurance License (RI) required, or willingness to obtain within 90 days of employment
Employee benefits experience, insurance carrier or brokerage a plus
Knowledge of group insurance products (Health, Dental, Life, etc.)
Familiarity with sales or account management functions, with a strong emphasis on customer service and support.
Familiarity with CRM systems and practices, experience with Salesforce is a plus.
Self-motivated, able to work independently and take ownership of tasks

Sales Engagement Specialist

Key skills