Vice President, Employee Benefits
Core
Initiating new business, building client relationships, and providing consultative risk management and employee benefits solutions.
Role type
Senior IC sales producer (employee benefits)
Builds
Insurance and risk management solutions for businesses and individuals
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
consultative sales, new business generation, client relationship management, risk management solutions, market trend analysis, CRM documentation, insurance licensing
Preferred skills
analytical problem-solving, organizational skills, benefits terminology knowledge, high independence
Technologies
Microsoft Office Suite, Outlook, various CRMs
Responsibilities
Develops and maintains a profitable book of business through new business generation and renewals; Proactively identifies and cultivates new client relationships; Conducts consultative sales presentations and delivers customized insurance solutions; Monitors market trends and competitor activity; Documents sales activities and pipeline updates in CRM.
Seniority
Senior, hands-on IC