Account Executive
1 month ago
The Business Development Representative will sell health, life and other types of insurance policies, coverage, and professional HR services.
Essential Functions:
- Contact prospective clients to inquire about group insurance products and other services.
- Build and maintain a consistently strong pipeline.
- ·Actively participate in networking across the region to develop prospective leads.
- Proactively and efficiently manage resources with dedicated teams, virtual teams, and executive staff around opportunities to ensure successful outcomes.
- ·Maintain assigned book of business to ensure the strength of the current relationship and annual renewal.
Responsibilities:
- Explain various insurance policies and other products to potential and existing clients; guide clients in selecting coverage and services to best meet their needs.
- Suggest modifications and updates to clients’ existing insurance policies.
- Build customized insurance policies and packages to meet clients’ needs.
- Close business.
- Maintain print and electronic records and files as required.
- Other duties as may be assigned by management.
Required Skills / Abilities:
- Ability to identify and contact prospective clients.
- The ability to bounce back from a no sale.
- Excellent interpersonal and sales skills.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite or similar software.
- Proficient with LinkedIn and virtual meeting platforms.
- Excellent proposal development and presentation skills.
- Proficient at conducting virtual and in person sales presentations.
- Extensive knowledge of various insurance products and policies.
- Ability to present and recommend HR service models.
- Ability to determine best insurance policy for clients.
- Proven track record of consistently meeting or exceeding assigned annual/quarterly goals and targets.
- Attentive to forecasting and business reporting responsibilities including skills and experience using a CRM.
Education/Experience:
- High school diploma or equivalent required; Bachelor’s degree preferred.
- An Ohio license to sell Life, Accident, and Health insurance is preferred or must obtained within 30 days of employment.
- Five or more years of business to business sales experience.
- Two years of insurance or professional service industry experience preferred.
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