Sales Executive - Hybrid - Chicago, Illinois

Job DescriptionJob Description

Experience Level : Mid-Level (5-8 yrs exp.)

Experience Required : 5 Years

Education Level : Bachelor's Degree

Job Function : Business Development

Industry : Insurance

Relocation Assistance : Limited Assistance

Visa Sponsorship Eligibility : No

Job Title : Sales Executive Department : Employee Benefits

Reports To : Sales Team Leader Status : Full-Time

Job Classification : Exempt

As a direct member of a sales and advisory team, a Sales Executive (SE) is responsible for taking on the account leadership of new and existing relationships. The Sales Executive will develop new business opportunities, manage overall client relationships with the support of a service team, and lead strategy on complex accounts.

Roles and 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 for new business opportunities through our sales tools, personal and professional networks, Company-sponsored events, and referrals.
• Creating synergy across the Company's practice areas while identifying cross-selling and account rounding opportunities
• Following up on leads promptly
• 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 complex 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

You might be an excellent fit for this role if you :

Required :