USI Insurance Services · 16 hours ago
Wholesale Ancillary Sales Executive
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Commercial InsuranceConsulting
Growth Opportunities
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Responsibilities
Develop positive business relationships with brokers, both new and existing, to ensure continued sales growth.
Demonstrate proficiency at the discovery process (sales due diligence) and conceptual presentation promoting Emerson Roger's competitive products and services in a concise and persuasive manner.
Ability to develop and follow through on a sales business plan that includes prospecting strategies that can generate new broker leads and first appointments.
Prepare for and participate actively in sales meetings and 1:1 meetings with the sales manager.
Demonstrate strategic thinking and innovation based on insurance, market, carrier and product knowledge, to help guide the brokers through the complexities of health care reform.
Build and maintain strong relationships with carriers.
Strategize with the brokers on sales opportunities to grow the book of business.
Comply with CRM tasks to track appointments and appropriately label broker opportunities.
Assist with the service function for most important cases including responsibility for additional lines of business sales, case conservation, all renewal and service activities.
Qualification
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Required
Demonstrated ability to sell new business and maintain positive broker relationships.
A positive, consultative sales approach.
Strong degree of self motivation.
Goal oriented.
High activity levels.
Excellent listening skills.
Ability to creatively and proactively problem-solve.
Ability to stay organized and focused in a busy environment.
Personable and credible.
Professional and dependable.
Strong understanding of Employee Benefits.
Familiarity with products, services, competitive offerings, market needs and industry trends.
Good understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc.
Experienced in Microsoft Office products including Word, Excel and PowerPoint.
Strong analytical skills; capable of using and interpreting benefit related facts and figures.
Life, Accident & Health License is required.
Preferred
Bachelor's degree preferred.
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Paid family leave
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
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