JOB SUMMARYThis job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. The incumbent is responsible for renewing accounts and selling new products and services to existing accounts to ensure retention and growth of profitable business.
ESSENTIAL RESPONSIBILITIES- Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales to ensure retention, profitability and growth of existing business.
- Manage relationships at senior levels with clients, consultants and brokers/producers by creating valued business partnerships, demonstrating business acumen and cultivating an active network.
- Develop appropriate sales solutions giving consideration to increased competition and the changing political environment.
- Develop, implement and execute business plans and metrics for retaining and growing membership while enhancing profitability and cross-selling.
- Conduct routine service calls and function as the primary Group contact for strategic planning and consultation.
- Support customers during the implementation of sales contracts and throughout the relationship by advocating for escalated services issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
- Complete and maintain sales projections, finalize rates and benefit adjustments and prepare reports and documents for renewal and sales presentations.
- Participate in product development and prepare business programs (i.e. territory specific action plans and strategy for closing sales) and long term strategy for specific account needs. Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy.
- Other duties as assigned or requested.
QUALIFICATIONSMinimum- State specific Producer License's for Life, Accident & Health are required or must be obtained within 45 days of hire
- 5 years of Account/Client Management experience or other relevant experience
SubstitutionsPreferredSkills - Ability to speak publicly and extemporaneously on a variety of subjects
- Presentation, communication and negotiation skills
- Organizational skills and the ability to meet deadlines
- Creativity and Innovation
- Persistence & Resilience
- Problem Solving
- Influence
Language (Other than English):None
Travel Requirement:75% - 100%
PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONSPosition TypeHybrid - 3 days a week onsite in Erie, PA
Teaches / trains others regularly
Occasionally
Travel regularly from the office to various work sites or from site-to-site
Yes
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
Yes
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Never
Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
