Tompkins Community Bank · 16 hours ago

Account Executive- Employee Benefits Insurance

Batavia, NY

Full-time

Remote

Mid Level

$50K/yr - $100K/yr

3+ years exp

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Responsibilities

Proactively identify and prospect new business opportunities.

Develop and maintain a robust pipeline of potential clients.

Generate referrals through networking, industry events, and client relationships.

Conduct needs analysis with prospective clients to identify their employee benefits goals and challenges.

Present tailored solutions that include group health insurance, dental, vision, life insurance, disability, wellness programs, and other ancillary benefits.

Educate clients on benefits trends, compliance requirements, and cost management strategies.

Presenting and delivering compelling presentations and proposals.

Negotiate terms and close sales to achieve or exceed sales goals.

Work with internal account management teams to ensure seamless onboarding and ongoing support for clients.

Stay informed on industry trends, competitor offerings, and legislative changes impacting the marketplace.

Develop sales strategies based on market analysis and target demographics.

Build long-term relationships with clients to ensure retention and uncover cross-selling opportunities.

Partner with insurance carriers and vendors to secure competitive pricing and innovative product offerings.

All other duties as assigned.

Qualification

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Employee Benefits SalesB2B SalesActive State Insurance License