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