Create and implement a sales business plan focused on attracting new broker leads
Engage actively in sales team meetings and individual sessions with the sales manager
Utilize strategic thinking to assist brokers with navigating health care reform complexities
Maintain solid relationships with insurance carriers for seamless collaboration
Identify and strategize on new sales opportunities to expand the current book of business
Manage CRM tasks to track broker interactions and opportunities efficiently
Oversee service functions for key accounts, including renewals and additional lines of business
Benefits
Extensive health, welfare, and financial benefits package
401(k) plan with employer contributions
Flexible spending and health savings accounts available
Generous paid family leave policy
Paid holiday time off
Short and long-term disability insurance options
Life insurance and other employer-sponsored programs
Full Job Description
Description and Requirements
General Description: The Emerson Reid Account Executive will be responsible for driving continuous new business revenue growth as well as maintaining existing business revenue growth.
Responsibilities:
Develop positive business relationships with brokers, both new and existing, to ensure continued sales growth.
Demonstrate proficiency at the discovery process (sales due diligence) and conceptual presentation .promoting Emerson Reid's competitive products and services in a concise and persuasive manner.
Ability to develop and follow through on a sales business plan that includes prospecting strategies that can generate new broker leads and first appointments.
Prepare for and participate actively in sales meetings and 1:1 meetings with the sales manager.
Demonstrate strategic thinking and innovation based on insurance, market, carrier and product knowledge, to help guide the brokers through the complexities of health care reform.
Build and maintain strong relationships with carriers.
Strategize with the brokers on sales opportunities to grow the book of business.
Comply with CRM tasks to track appointments and appropriately label broker opportunities.
Assist with the service function for most important cases including responsibility for additional lines of business sales, case conservation, all renewal and service activities.
Knowledge, Skills and Abilities:
Demonstrated ability to sell new business and maintain positive broker relationships.
A positive, consultative sales approach.
Strong degree of self motivation.
Goal oriented.
High activity levels.
Excellent listening skills.
Ability to creatively and proactively problem-solve.
Ability to stay organized and focused in a busy environment.
Personable and credible.
Professional and dependable.
Strong understanding of Employee Benefits.
Familiarity with products, services, competitive offerings, market needs and industry trends.
Good understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc.
Experienced in Microsoft Office products including Word, Excel and PowerPoint.
Strong analytical skills; capable of using and interpreting benefit related facts and figures.
Bachelor's degree preferred.
Life, Accident & Health License is required.
#LI-AC1
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.
$75k-$150k
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
