What are the responsibilities and job description for the Health Insurance Territory Marketing Rep position at BankTalent HQ?
The Iowa Bankers Benefit Plan Territory Rep works under general supervision to market various insurance and employee benefit products and to provide service and consultation to banks on health-related issues by performing the following duties.
Markets health, dental, vision, life / disability products, section 125 and 105 programs, executive disability and voluntary benefits to banks; prepares and presents comprehensive sales proposals.
Plans, prepares and conducts informational meetings for bank employees.
Prepares and presents written and verbal information to bank officers.
Schedules appointments, conducts follow-up activities and drafts correspondence.
Composes sales / activity reports; develops strategic plans for banks in the defined territory in coordination with leader.
Communicates and collaborates with internal IBBP Benefit staff to resolve problems and clarify issues.
Cross sells departmental products and services; refers inquiries and leads to the appropriate contact person.
Required Education : Bachelor's degree (BA)or equivalent combination of training and experience.
Required Work Experience : At least one to three years of insurance related work experience including either sale / marketing or customer service.
Technology Skills : Microsoft Office, general use of personal computer, use of "smart phone", use of projectors and misc. other technology related to presentations.
Required skills or traits for the position : Proper communication via email, telephone and written form. Ability to prepare reports. Knowledge of industry and products involved.
Specialized Training / Certifications : Valid Iowa Drivers license, Iowa Life and Health license
Candidate must live in Iowa and be able to commute to the office at least once a week for department meetings. This position regularly travels the state of Iowa, at least 3 days per week.
