Broker Sales Executive

True Captive Insurance is a medical stop-loss captive serving the 50-1000 space across the US. We believe in healthcare that is personal and insurance that isn't complicated. We provide a full-service suite of capabilities for our member companies, including TPA sourcing, reinsurance, implementing wellness initiatives, and decoding healthcare analytics.

At True Captive, we offer innovative solutions to companies that want greater control over their healthcare spending and plan offerings. We get fired up when people start talking about improving health insurance. We are relentless problem solvers who enjoy collaborating on making health insurance more consumable, easier to understand, and more affordable by connecting the dots between health insurance and companies. 

We are looking for someone to join our growing team on a mission to change how people consume and build health insurance.  Our next great hire is for the Broker Sales Executive.  This role will be vital in building broker relationships.  We are looking for someone who enjoys working in a fast-paced and ever-changing environment.  Someone with a strategic mindset and not afraid to roll up their sleeves.  

This is an excellent opportunity for someone coming with experience in this space who wants to take on more responsibility and a path to leadership.

Key Responsibilities:

• Entrepreneurial Minded – MUST.  Able to speak confidently and naturally to brokers and executives.
• Contacts insurance brokers and prospective customers to establish a business relationship.
• Accountable for achieving monthly and annual sales targets.
• Prepare and present professional and comprehensive proposals detailing products, services, and options.
• Maintains contact with existing customers to continue the business relationship.
• Performs general administrative support of the sales team. Tasks may include answering phone calls, preparing presentation material, counting, calculating census data, etc.
• Conducts research and responds to inquiries and requests for proposals.
• Tasks may include preparing, initiating, and gathering implementation paperwork to and from group contacts and/or brokers.
• Work with multiple internal departments to collaborate and ensure a smooth group transition process.
• Develop appropriate solutions to customer issues and concerns using excellent problem-solving skills.

Requirements:

• Experience in employee benefits with a solid working knowledge of self-funded insurance plans and medical stop-loss captives preferred

• Microsoft Office skills
• Experience using Hubspot is a plus

• Extreme attention to detail and pride in your work product
• Compelling presentation writing and storytelling abilities
• College degree preferred, preferably in marketing, business, or education.
• Experience in marketing service-related products is preferred.
• Must have exemplary presentation, written, and verbal communication skills.

• Ability to work independently and in collaboration with various departments.
• Must be highly organized with the ability to prioritize competing priorities.
• Requires ability to thrive in a fast-paced, innovative environment.