3 Assistant Vice President - Employee Benefits Sales Jobs in Walnut Creek, CA
Heffernan Insurance Brokers is Hiring an Assistant Vice President - Employee Benefits Sales Near Walnut Creek, CA
Responsibilities Include
- Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals
- Support clients and partner with them when selecting and designing their insurance product needs
- Call on to educate and suggest additions or enhancements to existing insurance programs
- Meet with existing clients to perform annual reviews of current insurance offering
- Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
- Work closely with Account Management team to offer quality day to day service to client
- Attend industry networking events, trade shows and conventions
- Track all sales activity using Huddle
- Attend sales meetings, both locally and nationally as necessary
- Attend ongoing industry continuing education courses to improve technical knowledge
- Develop long-term relationships with clients, carriers, and HIB Producers
- Special projects and other duties as assigned
- High school graduate/GED required
- 3 years of relevant industry experience preferred
- Sales experience preferred
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Strong analytical and problem-solving skills
- Thorough understanding of equipment, product, industry, and/or services provided to clients
- Must be highly organized
- Must be a team player and enjoy a team based work environment
- Must be proficient in MS Office; notably Outlook, PowerPoint, Excel
- Professional demeanor and behavior, as referenced in the Heffernan Habits herein
Heffernan HabitsThese are core values that represent our unique culture.
- Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
- Do Good – This is our core. We strive to do good for our clients, our company and our communities.
- Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
- Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
- Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
- Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
- Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
- Work environment may be indoors, sitting at a desk or standing for extended periods of time.
- Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
- This position may require flexibility to work hours outside of a regular schedule.
Job Summary
Full Time
Scientific Services
$87k-114k (estimate)
06/24/2024
07/14/2024
heffins.com
WALNUT CREEK, CA
200 - 500
1988
RODERICK WATKINS
$50M - $200M
Scientific Services
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About Heffernan Insurance Brokers
Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, one year Heffernan gave back 22% of profit to charity. Heffernan is 100% employee-owned. We get to know your business and we get to know you. Because youre different. With offices in California, Oregon, Arizona, Missouri, and London, UK, Heffernan serves you from coast to coast whether you need commercial insurance, personal insurance, employee benefits or financial services and retirement. ...Contact Heffernan Insurance Brokers today @ 877-731-7905.
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