Sales & Account Manager

The Employee Benefits Advisor will drive new business growth, as well as support the existing book of business. Through continuous and excellent communication and collaboration, the advisor will identify client needs, build and maintain effective relationships, and coordinate appropriate resources for clients by working with them throughout the year and during the annual renewal process.

Essential Duties and Responsibilities:

•    Consults with customers and potential customers to understand their needs; identifies and suggests products that will meet those needs.

•    Explains benefit plan policies, procedures, and legal requirements to plan administrators, employees and beneficiaries.

•   Researches and recommends appropriate benefits plans and services based on vendor capabilities and products.

•   Conducts open enrollment meetings and benefits presentations. Responsible for scheduling, preparing, and leading client meetings.

•   Maintains accurate and organized client files and system for project management via CRM.

•   Acquires and distributes relevant information and documentation to plan administrators.

•  Collaborates with team to develop sales quotas and strategies.

•  Ensures plans are administered in accordance with company, state, and federal guidelines and regulations.

•  Maintains licensure, knowledge of legal and regulatory changes, trends, and other developments affecting benefits.

•  Must always remain alert.

• Performs other duties as assigned.

Required Skills/Abilities:

•  Excellent interpersonal skills to maintain professional relationships with various insurers, while staying current on new vendor capabilities and products.
  

• Excellent verbal and written communications skills with ability to clearly explain benefit plan options in easily understood terms.

• Excellent organizational skills and attention to detail.

•  Ability to quickly learn, understand, and lead the sales process and campaigns.

•  Meets requirements for licensing as directed by management.

• Attends training sessions, courses, etc. to maintain licensure, knowledge and skills.

•  Proficient with Microsoft Office Suite or related software.

Education and Experience:

• Willing to obtain or currently hold Life and Health Insurance/Certification.

•  Relevant schooling or sales experience recommended.

Physical Requirements:

•  Prolonged periods of sitting in car or at a desk and working on a computer.

• Must be able to lift up to 15 pounds at times.

3E Partners and our affiliates are Affirmative Action, Equal Opportunity Employers (EEO/M/F/Vet/Disability).