Ancillary Account Executive, Life and Disability - Central US Region
Core
Direct client service support and sales assistance for Life, Disability, and Absence Management products for major accounts and key producers.
Role type
Senior Account Executive (Life & Disability)
Builds
Renewal processes, enrollment materials, and sales presentations for employer groups.
Domain
Insurance / Life & Disability
Required skills
Life and Disability account management, Life and Health Insurance License, Sales aptitude, Contract provision communication, Verbal presentation, Interpersonal skills, Time management, Independent decision making, Statutory disability plans understanding, Experience rated renewals proficiency
Preferred skills
Windows proficiency (Word, Excel, PowerPoint, Outlook), Cross-selling identification
Responsibilities
Maintain direct client service support on high profile accounts, Prepare materials for Enrollment Meetings, Coordinate materials for benefit fairs and trade shows, Schedule and attend proactive service visits, Achieve renewal persistency targets, Collaborate with Regional Sales Executive on presentations, Maintain contact with employers and policyholders
Seniority
Senior, hands-on IC