USI Holdings Corporation

PEO Sales Executive

USI Holdings Corporation$100K — $125K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in sales, ideally within employee benefits or insurance
  • Proven track record of acquiring new business and maintaining broker relationships
  • Strong understanding of the healthcare reform landscape and its implications
  • Familiarity with diverse employee benefit funding arrangements
  • Bachelor's degree preferred; relevant licensure required (Life, Accident & Health)
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Excellent analytical skills with ability to interpret data effectively

Responsibilities

  • Develop and nurture relationships with brokers to drive sales growth
  • Conduct thorough discovery processes and compelling presentations of products
  • Create and execute a targeted sales business plan for prospecting
  • Participate in sales meetings and collaborate closely with the sales manager
  • Utilize market knowledge to advise brokers on health care complexities
  • Maintain and foster strong partnerships with carriers
  • Work with brokers to identify and capitalize on sales opportunities
  • Track sales activities in CRM to manage and label broker leads
  • Assist in servicing top-tier accounts and managing renewals

Benefits

  • Comprehensive health, dental, and vision insurance
  • 401(k) retirement plan offerings
  • Flexible spending and health savings accounts
  • Short and long-term disability coverage
  • Life insurance policies
  • Generous paid family leave
  • Paid holidays and leave policies
Full Job Description
Description and Requirements

General Description: The Emerson Rogers 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 Rogers' 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.

Salary Range: $100k - $125k

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.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Founded
1994

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