Sales Associate

2 weeks ago

Philadelphia, Pennsylvania, United States ParetoHealth Full time
About ParetoHealth

We're a company that's dedicated to transforming employee health benefits. Our mission is to provide effective, affordable healthcare to our clients and their employees. We're a team of professionals who are passionate about making a difference in the lives of others.

Job Summary

We're seeking a Sales Associate to join our team. As a Sales Associate, you will play a vital role in maintaining and expanding our client base. You will work closely with clients to assess their insurance needs, provide expert guidance on Pareto's value proposition, and collaborate with underwriters to secure appropriate coverage.

Key Responsibilities
  • Meet or exceed sales targets and performance metrics
  • Develop and maintain relationships with clients, providing personalized service and addressing their insurance needs
  • Conduct thorough insurance assessments for clients, analyzing risks and recommending appropriate coverage options
  • Collaborate with underwriters to review policy applications, assess risk factors, and ensure compliance with underwriting guidelines
  • Prepare and present insurance quotes to clients, explaining coverage options, terms, and premiums
  • Work closely with the sales team to identify cross-selling and upselling opportunities within existing client accounts
  • Stay informed about industry trends, regulatory changes, and new insurance products
  • Maintain accurate client records and documentation in the agency management system
Requirements
  • Bachelor's degree in Business, Finance, or related field preferred
  • Previous experience in insurance sales, account management, or underwriting preferred
  • Strong understanding of insurance products, underwriting principles, and risk assessment
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Detail-oriented with strong organizational and multitasking abilities
  • Proficiency in insurance software and Microsoft Office Suite
  • Commitment to upholding ethical standards and compliance with industry regulations
Pareto Perks

We offer a competitive compensation package commensurate with skills and experience. In addition, we offer a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

Our Values
  • Get it Done and Get it Done Right - We strive for excellence in everything we do.
  • Fire in the Belly - We only consider candidates with a passion for excellence and a drive to succeed.
  • See the Field - We're always looking to the future and anticipating the needs of our clients.
  • For the Greater Good - We're committed to making a positive impact on the lives of our clients and their employees.

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