market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients
drive increased sales and Company growth by developing positive business relationships with agents/brokers
maintain an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes
maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers and their clients
conduct regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services
assure that ASD is accurately and efficiently processing agent’s requests for quotations and proposals
assure that ASD is providing information on carrier administrative procedures and product availability
provide direction in selection of appropriate group products
assist agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings
resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management
actively participate in team meetings, providing input to contribute to the team’s overall success
keep abreast of current trends and regulatory issues surrounding benefit plan design and administration
occasional vehicular travel, occasional long, irregular hours and possible travel

Bachelor’s degree preferred
minimum of three (3) years’ experience in a related insurance/employee benefit medical sales role
in-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
Life/Health Agent’s License is required
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange
able to communicate effectively with all levels of internal and external personnel, both verbally and in writing
able to read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines
able to develop and maintain good working relationships and provide positive customer service
able to analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients
determine when situations need to be escalated to Company management
manage multiple responsibilities simultaneously

Sales Executive

Key skills