Initiates, qualifies and develops new business relationship using assigned list of prospects
Targets smaller, less sophisticated accounts
Meets key metrics including revenue and number of prospects in pipeline
Works collaboratively with Account Management team to close business
Develops sales proposals and presentations that are consistent with NFP standards
Confers with management on setting and achieving integrated selling targets
Reviews sales results for assigned clients

High School graduate (or equivalent), BA/BS preferred
More than 3 years of directly related industry experience
Insurance Broker's license required representing the coverages being sold (e.g. P&C broker’s license or Life and Health broker's license)
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Strong Microsoft Excel and PowerPoint skills
Effective time management and decision-making skills

Producer

Key skills