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Unison Risk Advisors · 3 weeks ago

Sales Executive, Employee Benefits

Tucson, AZ

Full-time

Onsite

Senior Level

5+ years exp

Unison Risk Advisors is a majority employee-owned organization committed to providing exceptional service. The Sales Executive will take on account leadership, develop new business opportunities, manage client relationships, and lead strategy on complex accounts.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Developing New Relationships

Developing a network of outside influencers using various methods including but not limited to referrals, industry associations, and other professional service providers

Actively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, Gibson-sponsored events, referrals, etc

Creating synergy across Gibson practice areas while identifying cross-selling and account rounding opportunities

Following up on leads in a timely manner

Managing all sales activity within our customer relations management system

Engaging in professional and networking activities that maintain and expand the current book of business

Achieving annual sales goal at or above agency standards

Maintaining an active pipeline of 3x annual sales goals

Leading Risk Management Strategies for Existing Relationships

Providing efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers and Account Managers

Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes

Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed

Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues

Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met

Keeping current with carriers, strategic partners, products/services and applicable legislation

Performing other duties and special projects as assigned

Acting as a backup to team personnel when necessary

Maintaining confidential information

Qualification

Insurance sales experienceClient relationship managementRisk management strategiesTechnical consulting experienceCEBS designationLife & Health licenseMicrosoft Office proficiencyCommunication skillsProblem-solving skills