Key Account Sales Manager

Summit Financial Group, Inc. is seeking a Key Account Sales Manager who will be responsible for growing the book of business by adding new clients and cross-selling ancillary coverages in the Oklahoma market. This role involves account management of key accounts and requires travel within the State of Oklahoma.

Responsibilities:

• Responsible for growing by adding lines of coverage to new and existing customers
• Leverage our Customer Relationship Management (CRM) System to operationalize the renewal process
• Make sales calls on various influential decision makers in municipal and public school entities
• Attend industry related conferences, work in booth at conferences and secure follow up appointments
• Work with our partners to maximize the services provided to our clients and align resources across the organizations to drive efficiency and control costs
• Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products
• Must possess extensive knowledge and experience in the employee benefits industry
• Recognize areas of weakness, provide suggestions, and update documentation for process improvement
• Responsible for planning, scheduling and executing large projects
• Perform general and administrative duties as assigned
• Travel within the State of Oklahoma will be required including, occasional overnight travel

Requirements:

• Active Life, Accident & Health insurance license, or ability to acquire within first 6 months
• Extensive knowledge and experience in the employee benefits industry
• Ability to travel within the State of Oklahoma including occasional overnight travel
• Previous experience in the insurance industry with a focus on sales
• Experience using Microsoft Office Suite
• Experience using Microsoft Office 365
• Outlook, OneDrive, and SharePoint
• Bachelor's degree