Relation Insurance Services

Compensation

Full Description

Job Description: • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s). • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met. • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources. • Documents new business activity in the appropriate system(s). • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time. • Develops and presents recommendations to clients based on consultative selling approach. • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams. • Seamlessly transitions sold clients to the designated client service/account management team. • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. • Performs other projects, duties, and tasks, as assigned. Requirements: • A Life and Health License from state of domicile is required and must be maintained. • A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required. • College degree preferred with preference given to individuals with experience in Risk Management. • Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI). • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. • In-depth understanding of complex employee benefits lines of coverage. • Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co-workers, underwriters, vendors and others. • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). • Must be computer literate with the ability to learn new software applications. • Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures. • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. • Ability to prioritize and handle multiple tasks in a demanding work environment. • Ability to work independently and on a team. Benefits: • Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K. • Employee assistance programs. • Paid time off. • Paid holidays. • Career advancement and development opportunities.