PIA - Sales Executive

Alera Group is looking for Sales Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Use lead list and inbound calls to convert prospects to clients
• Build external and predictable referral partnerships in the community
• Manage, organize, and conduct client meetings to secure new business
• Create insurance proposals tailored to fit a client’s unique needs by appropriately determining carrier placement as well as proper protection
• Meet, or exceed, annual sales goals as established with Sales Manager and Vice President of Sales
• Actively engage in mentor/mentee relationship with senior team members to ensure team goals are achieved
• Properly on-board clients by providing a thorough introduction to policy service resources as well as the Account Management team
• Consistently complete necessary pipeline and production related reports
• Drive inclusive, accountable, motivating sales culture through individual actions and goal achievement
• Actively participate in sales meetings and events
• Effectively communicate the capabilities of Lighthouse Group to prospects and clients to promote cross-selling
• Understand and support the execution of Lighthouse Group initiatives, policies, and programs. Work in good faith toward the achievement of organizational objectives and goals
• Maintain and strengthen client relationships and Lighthouse brand through social engagement and community involvement
• Build and maintain positive relationships within Lighthouse Group. Value opinions of all team members. Be willing and able to work for, and with, others to achieve a common goal. Treat other team members with respect. Assume positive intent.
• Follow proper procedures for insurance standards. Protect and honor confidential information. Maintain highest ethical standards
• Actively support local community
• Perform other duties and projects as required
• 3 years insurance experience required
• Customer service and sales experience
• Exceptional and professional verbal and written communication skills
• Self-starter with ability to work independently and within a team
• Possess the knowledge and technical skills required to perform job responsibilities.
• Keep up to date on industry developments, practices, and continuing education. Work closely with carriers and utilize them as knowledge resources.
• Skill and ability to read and understand online company manuals and insurance forms
• Property & Casualty Insurance License
  
  
  

Salary Range $80L-300K

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.