Account Executive- Employee Benefits Insurance

Overview:

Identifying and pursuing new business opportunities by building relationships with potential clients and centers of influence. Understanding clients' needs and customizing insurance programs to maximize the value of their insurance spend. In addition to acquiring new clients, maintaining long-term relationships with existing clients and centers of influence.

• Business Development:
  • 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.
• Client Consultation:
  • 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.
• Sales Execution:
  • 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.
• Market Knowledge & Strategy:
  • Stay informed on industry trends, competitor offerings, and legislative changes impacting the marketplace.
  • Develop sales strategies based on market analysis and target demographics.
• Relationship Management:
  • 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.

• Associate’s degree in business, Marketing or related field (preferred)
• Three plus years of experience in Employee Benefits sales.
• Strong knowledge of employee benefits products and industry trends
• Proven experience in B2B sales, preferably in insurance.
• Excellent communication and presentation skills.
• Ability to build rapport and establish trust with clients.
• Strong negotiation and problem-solving abilities.
• Self-motivated with a results-oriented mindset.
• Active state insurance license(s) for life, health, and accident (or ability to obtain within a designated timeframe.

• Dental
• Vision
• 401(k) Match
• Profit Sharing
• Paid Time Off
• 11 Holidays
• Tuition Reimbursement
• Free Parking throughout Tompkins Community Bank
• Employee Referrals

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here.

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