Job Description
Job Description
Licensed Insurance Sales Executive
Chicago, IL
Hybrid
Experience level : Mid Level (5-8 yrs exp.)
Experience required : 5 + Years
Education level : Bachelor’s degree Preferred
Job function : Business Development
Industry : Insurance
Job Title : Sales Executive Department : Employee Benefits
Reports To : Sales Team Leader Status : Full-Time
Job Classification : Exempt
JOIN THE TEAM :
As an employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.
Our Core Values are lived in our business, and our culture is fueled by them.
- Create a Great Experience
- Do the Right Thing
- Play for Each Other
- Pursue Growth
- Own Your Future
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 RelationshipsDeveloping a network of outside influencers using various methods, including but not limited to referrals, industry associations, and other professional service providersActively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, attending sponsored events, referrals, etc.Creating synergy while identifying cross-selling and account rounding opportunitiesFollowing up on leads in a timely mannerManaging all sales activity within our customer relations management systemEngaging in professional and networking activities that maintain and expand the current book of businessAchieving annual sales goal at or above agency standardsMaintaining an active pipeline of 3x annual sales goalsLeading Risk Management Strategies for Existing RelationshipsProviding efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers, and Account ManagersAnalyzing risk, coverage, program structure, and recommending options; executing coverage and program changesLeveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as neededOffering innovative solutions, educating clients on insurance solutions available in the marketplace, and solving difficult risk issuesWorking closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents, ensuring timeframes and deliverables are metKeeping current with carriers, strategic partners, products / service,s and applicable legislationPerforming other duties and special projects as assignedActing as a backup to team personnel when necessaryMaintaining confidential informationYou might be a great fit for this role if you :
Have prior insurance sales and / or client executive experience in an agency, broker, or insurance company settingHave prior experience in building and / or growing a book of business in a professional services industryHave demonstrated technical consulting experience with a track record of high client retention marksEnjoy presenting to clientsCan work independently, as well as within an advisory teamFind energy in creating and cultivating new relationshipsAre proficient in gathering data and excel in problem-solvingAre a self-starter who takes the initiative to succeedAre committed to professional growth and enjoy learning new skillsHave exceptional written and verbal communication skills paired with above-average knowledge of Microsoft Outlook, Word, and ExcelRequired :
5+ years of sales / consulting experience in the professional services industry6+ years of insurance agency sales experience in Employee BenefitsBachelor’s degree preferredCurrently holds an insurance license and is actively working in the insurance industryCEBS designation preferredLife & Health license preferred, or the ability to attain within the first 60 days of employmentExcellent computer and office machine skills, specifically with Microsoft Office productsAbout Us :
We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we reach the proactive side of insurance, where our clients truly gain an edge.
Here are some noteworthy facts :
Founded in 1933100% Employee-OwnedBusiness Insurance Top 100 U.S. BrokerDesignated as one of the Best Places to WorkGreat benefits!