Employee Benefits Account Executive, VP

Employee Benefits Account Executive

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Position Summary: The Employee Benefits Account Executive will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit EB prospects, and implement creative solutions and revenue generating plans.

Job Responsibilities:

• Primarily generate Employee Benefits leads and sales for the company.
• Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business.
• Contribute to brokerage revenue goals by promoting and selling insurance products and services.
• Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence.
• Assess client needs and provide advice on appropriate coverage levels and products.
• Respond to telephone calls and correspondence from existing or potential customers in a timely manner.
• Provide a potential customer with the appropriate products in accordance with the company's underwriting rules and procedures in order to avoid risks and maintain a profitable book of business.
• Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
• Respond to customer complaints and resolve matters in a satisfactory manner.
• Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
• Keep up to date on all products and services offered by the brokerage.
• Attend industry training programs as necessary.

Qualifications:

Education – Bachelor's Degree or equivalent experience.

• Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.
• Proven experience selling.
• Strong customer service skills and communication skills (both verbal and written).
• Valid driver's license and reliable vehicle.