Job Description
Responsibilities:
- Develop strong relationships with new and existing brokers to ensure continued sales growth.
- Develop and execute sales business plan and use effective prospecting strategies.
- Generate new broker leads and first appointment activity.
- Engage in sales meetings on preparing for first appointments, advancing, closing, and retaining of business.
- Demonstrate proficiency in sales due diligence and conceptual presentation. Understand and explain Emerson Reid competitive products and services effectively.
- Collaborate with sales team to develop and support cross-sell strategies to enhance prospect and client relationships.
- Keep current on insurance, market, carrier, and product knowledge. Guide brokers through the complexities of health care reform.
- Build and maintain strong relationships with carriers.
- Demonstrate understanding of certification requirements and sales process when required in your specialized insurance markets.
- Maintain accurate records in the company’s customer relationship management (CRM) system. Includes completing tasks to track appointments and appropriately labeling broker opportunities.
- Assist account management team with servicing most important cases/clients. Includes additional lines of business sales, case conservation, and all renewal and service activities.
Knowledge, Skills and Abilities:
- Bachelor’s degree preferred.
- Must hold a Life, Accident & Health insurance license.
- For Medicare, must be certified annually.
- Strong knowledge of Employee Benefits. Includes familiarity with products, services, competitive offerings, market needs, and industry trends.
- Comprehensive knowledge of your specialized insurance markets.
- Solid understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
- Demonstrated ability to sell new business and maintain positive broker relationships.
- Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Excellent listening skills with strong customer focus.
- Strong analytical skills; capable of using and interpreting benefit-related facts and figures.
- Ability to creatively and proactively problem-solve.
- Ability to stay organized and focused in a busy environment.
- Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
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