Account Executive, Insurance (WA or OR Resident)

Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree or equivalent experience., At least 3 years of insurance sales experience., Willingness to obtain a Life & Health insurance license., Strong communication and organizational skills..

Key responsibilities:

  • Manage the entire sales cycle from lead to close.
  • Build and maintain relationships with clients and brokers.
  • Handle renewal processes and identify cross-selling opportunities.
  • Stay informed on industry trends, regulations, and product knowledge.

HUB International logo
HUB International Insurance XLarge http://www.hubinternational.com
10001 Employees
See all jobs

Job description

About Specialty Program Group:

Our goal is to partner with industryleading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leadingedge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Total Benefits Solutions:

Total Benefit Solutions, an international wholesale employee benefits brokerage, fullservice HR solutions provider, and thirdparty administrator, is currently seeking an Account Executive in Washington or Oregon. A team of serviceoriented and selfmotivated individuals, we are focused on providing innovative insurance solutions to our clients, backed by an unparalleled level of support. Voted one of Washington’s 100 Best Companies to Work For seven consecutive years, Total Benefit Solutions is an exciting, fastgrowing organization waiting for you to make your impact!

About the Position:

The Account Executive is responsible for generating new business in conjunction with servicing and maintaining existing accounts.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, andor ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Key Responsibilities:

The essential functions include, but are not limited to the following:

  • Manage the entire sales cycle from securing a request from a health insurance broker, to closing the deal.
  • Manage and grow a portfolio of longlasting health insurance broker partnerships.
  • Manage the annual renewal process.
  • Build and manage relationships with new and existing clients.
  • Identify and develop crossselling opportunities.
  • Stay educated and understand products, market trends, and competitors within assigned territory.
  • Meet or exceed quarterly and annual targets.
  • Maintain a working knowledge of the quoting process for assigned market(s).
  • Participate in meetings as needed.
  • Stay updated on industry standards and regulations related to US healthcare and Sales.
  • Identify and report issues and opportunities for improvement related to processes and procedures.
  • Develop and maintain documentation related to Sales processes, including reports, metrics, and improvement plans.
  • Supporting and sustaining a positive work environment that fosters team performance through own work and behavior.
  • Performing special tasks and assignments as needed.
    • Qualifications:

      • Candidate must possess at least a BachelorsCollege Degree, any field; equivalent combination of education andor experience will be considered.
      • Minimum of 3 years’ experience in insurance sales.
      • 3 years of work experience specializing in customer service, account management, or employee benefits is preferred.
      • Must have or be willing and able to obtain a Life & Health insurance license in their state of residence.
      • Excellent listening and communications skills to effectively identify client’s needs, provide guidance, and close sales.
      • Detailoriented with a focus on continuous improvement and problemsolving.
      • Excellent planning and organizational skills with the ability to effectively manage multiple tasks to completion.
      • Proficient in Microsoft Office (Word, Excel, Teams, Outlook)
      • Good interpersonal skills with the ability to effectively work and collaborate with individuals or group at all organizational levels; ability to work independently and as a part of a team.
      • Ability to maintain confidentiality of sensitive information.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Microsoft Office
  • Relationship Management
  • Problem Solving
  • Communication
  • Teamwork
  • Organizational Skills
  • Detail Oriented
  • Social Skills

Account Executive Related jobs