Description
- Build productive, long-lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers’ revenue with a consultative approach.
- Work with brokers to develop insurance solutions that will meet their clients’ needs.
- Utilize various methods of communication as primary means of contacting and cultivating relationships to include in-person broker visits, presentations, in addition to phone and online communications.
- Leverage company tools and technology (Salesforce, Employee Navigator, Ease, Benefix, Formfire) to enhance broker relationships and drive sales activities.
- Create territory/account plans including opportunity development, competitive strategies, and targets.
- Identify and create new opportunities and work with sales leaders and cross functional teams to continuously increase prospect funnel.
- Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools.
- Track and communicate market trends to/from the field including competitor data and develop effective counter strategies.
- Work in a team environment that includes best-in-class back-office support and work to meet annual sales goals and company objectives.
- Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage.
- Consult with brokers and carriers to provide underwriting information to the carrier.
- Develop deep relations with Amwins Connect carrier partners.
- Proven sales experience with group medical or ancillary insurance experience.
- Track record of over-achieving goals.
- Solutions-oriented mind-set.
- Experience working with Salesforce.com or similar CRM, with strong knowledge of various sales techniques and pipeline management.
- Current Life & Health insurance license.
- Proficient in MS Office software, especially MS Outlook and Excel.
- Effective communication, negotiation, and interpersonal skills.
- Self-motivated and achievement driven.
- Exemplary time management skills.
- Firm grasp on ACA and local insurance markets.
- Ability to travel for internal conferences and/or training.
- Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives.
- Brand Ambassador: Represents the Amwins Connect brand during all customer and prospect interactions.
- Educator: Educates customers on the product, service and solution strategy that will benefit them financially and professionally.
- Strategic Focus: Monitors industry competitors, new products, and market conditions.
- Team oriented/strong interpersonal skills. Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can-do attitude.
Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.
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