What are the responsibilities and job description for the Employee Benefits Sales Executive position at AssuredPartners?
Overview
AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.
Summary:
The Sales Executive is responsible for driving new business and managing existing client revenue and retention. You will assist business owners develop a safety and risk management program for their employees. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross selling of existing clients is also encouraged. As a full-service agency, we have the capable of bringing. Commercial Insurance and Employee Benefits products to our customers.
Responsibilities
Essential Duties and Responsibilities:
- Effectively use sales techniques to identify prospective clients to provide leads for additional business. Generates a steady flow of qualified prospects from own leads and company supplied leads and solicits referrals from existing customer base.
- Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
- Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program. Designs insurance and risk management plans for clients.
- Reviews outstanding account receivables, collects payments in a timely manner and keeps record of payments.
- Helps policyholders settle insurance claims in the event of a loss.
- Anticipates future needs and calls on established clients to renew and upgrade accounts.
- Develops long-term relationships with clients, carriers, and underwriters.
- Develops a thorough and accurate understanding of the clients' and carriers' business needs.
- Gathers complete client information necessary for marketing the account. Gathers updated information at each renewal.
Qualifications
Minimum Qualifications, Education and/or Experience:
- Bachelor's degree (B. A.) from four-year college or university and more than one year related experience and/or training; or equivalent combination of education and experience.
- Must be a self-starter, imaginative, and creative with good communications skills and strong sales skills.
- Must be competitive, persistent, and self-reliant, with high energy and sales drive.
- Must be able to cold-call on prospects, influence others and close the sale.
- Must have a thorough understanding of insurance underwriting and coverages, including rating procedures.
- Must possess valid driver’s license.
Certificates, Licenses, Registrations:
Must hold appropriate and valid insurance licenses.
