Strategic Account Advisor
Core
Retain clients in the 10-99 level funded space and fully insured 51-99 space while cross-selling dental, vision, and supplemental accident products.
Role type
Strategic Account Advisor (Sales)
Builds
Health insurance plans and supplemental coverage products
Domain
Health Insurance / Insurance Sales
Deliverable
client delivery
Required skills
Sales process execution, consultative partnership, business plan development, broker/agency education, account management, regulatory knowledge
Preferred skills
Client facing experience, cloud-based software proficiency, social media usage, travel adaptability
Responsibilities
Obtain assigned persistency and cross-selling goals, renew and install plans with underwriting, cultivate trust-based relationships with brokers and decision makers, develop business plans for clients, conduct broker education, coordinate with internal partners to meet client expectations, drive opportunities for additional growth and product sales
Seniority
Individual Contributor, Non-Management