Sales Account Executive

2 days ago

Brookfield, Wisconsin, United States Common Ground Healthcare Cooperative Full time
Job Overview

The Individual Sales Account Executive is a key role within Common Ground Healthcare Cooperative, responsible for growing our individual membership through building strong relationships with brokers and enrollment influencers. This position requires a deep understanding of the individual insurance market and the ability to effectively communicate the value of our products to brokers and enrollment influencers.

Key Responsibilities
  • Develop and implement annual sales plans, including contributing to marketing and member retention strategies.
  • Generate sales from brokers and enrollment influencers, increasing the distribution system of brokers and enrollment influencers who actively support CGHC.
  • Become knowledgeable about CGHC products and services, as well as the competition's products in the individual and ICHRA space.
  • Conduct market intelligence gathering and analysis.
  • Educate brokers and navigators on our individual products and services, supporting them and members through the annual open enrollment process.
  • Hold seminars, training events, and presentations for brokers and influencers when opportunities arise.
  • Gather and share market intelligence information, offering ideas and suggestions for product modifications and value-added offerings.
  • Represent CGHC at community events to foster connections and engagement.
Requirements
  • Bachelor's degree from an accredited college or university, with emphasis in marketing, sales, insurance, business, health, or communication studies, or equivalent insurance industry experience.
  • A minimum of 3 years of individual product line insurance sales, with possession of a State of Wisconsin Resident Insurance Intermediary Agent License in Accident & Health and Life.
  • Knowledge of Microsoft Office, experience with online broker service tools, and highly experienced with Microsoft.
  • Ability to travel in-state, with own transportation, and possession of a valid Wisconsin Driver's License with a good driving record.
  • Self-motivated and driven to plan and execute quality lead generation, prospecting, networking, and/or new business development.
  • Outstanding phone presence and organization skills required to follow up on leads, close the sale, and file enrollment paperwork efficiently.
  • Exceptional understanding and ability to communicate using virtual platforms.
  • Excellent communication and time management skills, with the ability to track work and leads in Pipeline and Prospect reports.
  • A competitive spirit that does not get in the way of establishing close, collaborative relationships with team members and organizational leaders.
  • A team player willing to go above and beyond to help others when needed, and to communicate openly and professionally about ways to improve team performance.
General Requirements
  • Maintain attendance according to Company policies.
  • Adhere to Company policies and procedures.
  • Adhere to the highest ethical standards.
  • Abide by all requirements of the Health Insurance Portability and Accountability Act (HIPAA).
  • Ability to treat others with dignity, respect, and professionalism.
  • Ability to maintain patient, employee, and proprietary confidentiality.
  • Ability to provide a professional image and act accordingly.
  • Ability to be flexible and adapt to changing circumstances.
  • Ability to provide excellent phone communication and multi-task.

CGHC offers a comprehensive benefit package and a range of programs to meet the needs of our employees, helping to protect their health, wealth, and future.

Work Location: Remote with some on-site in Brookfield office.

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