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

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 MD, D.C. & MA
Life and Health Insurance licenses specific to States of MD, D.C. & MA

Employee Benefits Sales Executive

Key skills