Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects.
Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization.
Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients on insurance coverage options.
Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients.
Secure and prepare documentation for the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams.
Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively.
Review and resolve client disputes regarding complex claims.
Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form.
Actively participate in social, civic, trade organizations and industry associates which will assist in promoting Profit Center’s image.
Promote teamwork within departments and profit centers through support, knowledge sharing, and a positive attitude.

Minimum of 3 years of experience in the insurance industry.
College Degree in Business Administration, Insurance, Risk Management or related field or equivalent combination of education and experience. (Preferred)
Strong technical knowledge of all lines of insurance coverage. (Preferred)
Familiarity with agency management systems as well as other applications related to insurance sales. (Preferred)

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Employee Benefits Sales Executive

Key skills