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Sales Account Executive

2 months ago

Brookfield, Wisconsin, United States Common Ground Healthcare Cooperative Full time
Job Title: Individual Sales Account Executive

Common Ground Healthcare Cooperative (CGHC) is a cooperative of thousands of Wisconsin residents buying health insurance together, supported by a staff focused on providing exceptional service to our members. We are a not-for-profit cooperative, governed by a Board of Directors made up of members who purchase our health insurance.

About Us

We are a vibrant, dynamic, and value-focused team who welcome different perspectives and thoughtful solutions to challenges. We encourage teamwork, integrity, mutual respect, honesty, and doing the right thing. We know the importance of showing appreciation for a job well done, celebrating our achievements, and making room for fun and laughter in the workplace.

Our Job

We are continuously improving our efforts to serve our members and lower their overall healthcare cost through our three key pillars: Advocacy, Partnership, and Innovation.

Key Responsibilities
  • Develop and implement an annual sales plan, including contributing ideas to marketing and member retention strategies.
  • Generate sales from brokers and enrollment influencers and increase the broker and enrollment influencer distribution system who actively support CGHC.
  • Become intimately knowledgeable about CGHC products and services as well as the competition's products in individual and ICHRA space.
  • Conduct intelligence gathering and share market intelligence information and offer ideas and suggestions for modifications to existing products, new products, and value-added offerings.
  • Educate brokers and navigators on our individual products and services, including supporting them and members through the annual open enrollment process.
  • Hold broker and influencer seminars, training events, and presentations when opportunities arise.
  • 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 tools.
  • Excellent communication and time management skills and 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 professional image and act accordingly.
  • Ability to be flexible and adapt to changing circumstances.
  • Ability to provide excellent phone communication.
  • Ability to multi-task.
What We Offer

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

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