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SPG - Specialty Program Group · 4 months ago

Account Executive, Insurance (WA or OR Resident)

United States

Full-time

Remote

Mid Level

$68K/yr - $80K/yr

3+ years exp

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International, focused on providing innovative insurance solutions. The Account Executive is responsible for generating new business and maintaining existing accounts, managing relationships with health insurance brokers and clients, and meeting sales targets.

FinanceImpact InvestingInsuranceMarketing

Responsibilities

Manage the entire sales cycle from securing a request from a health insurance broker, to closing the deal

Manage and grow a portfolio of long-lasting health insurance broker partnerships

Manage the annual renewal process

Build and manage relationships with new and existing clients

Identify and develop cross-selling opportunities

Stay educated and understand products, market trends, and competitors within assigned territory

Meet or exceed quarterly and annual targets

Maintain a working knowledge of the quoting process for assigned market(s)

Participate in meetings as needed

Stay updated on industry standards and regulations related to US healthcare and Sales

Identify and report issues and opportunities for improvement related to processes and procedures

Develop and maintain documentation related to Sales processes, including reports, metrics, and improvement plans

Supporting and sustaining a positive work environment that fosters team performance through own work and behavior

Performing special tasks and assignments as needed

Qualification

Insurance sales experienceLife & Health insurance licenseCustomer service experienceAccount management experienceEmployee benefits knowledgeMicrosoft Office proficiencyPlanningCommunication skillsDetail-orientedOrganizational skillsInterpersonal skillsConfidentiality maintenance

Required

Candidate must possess at least a Bachelor's/College Degree, any field; equivalent combination of education and/or experience will be considered

Minimum of 3 years' experience in insurance sales

Must have or be willing and able to obtain a Life & Health insurance license in their state of residence

Excellent listening and communications skills to effectively identify client's needs, provide guidance, and close sales

Detail-oriented with a focus on continuous improvement and problem-solving

Excellent planning and organizational skills with the ability to effectively manage multiple tasks to completion

Proficient in Microsoft Office (Word, Excel, Teams, Outlook)

Good interpersonal skills with the ability to effectively work and collaborate with individuals or group at all organizational levels; ability to work independently and as a part of a team

Ability to maintain confidentiality of sensitive information