What are the responsibilities and job description for the Sales Engagement Specialist position at Careers?
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: Seeking a Licensed Sales Engagement Specialist to join our Business Engagement Team. Responsibilities will include the oversight of assigned clients and brokers including, managing account activity, driving new business, processing quotes, coordinating renewals, and various other tasks to ensure a consistent and efficient process within the HealthSource RI for Employers State Exchange. Additional duties will include improving workflows, monitoring tasks and the timely completion of sales objectives.
Essential Duties and Responsibilities:
- Generate and drive new business opportunities through consulting, prospecting, and networking.
- Maintain and enhance relationships with existing client and broker base.
- Serve as main point of contact for all assigned accounts; manage client expectations through outstanding communication and superior service and support.
- Partner with Customer Support Team to ensure accurate data entry into the enrollment and billing systems.
- Investigate and resolve client or broker concern and/or issues in a timely and proactive manner.
- Attend Chamber meetings, business expositions and other industry functions to establish and develop client and broker relationships.
- Effectively utilize technology, tools and best practices and maintains professional and technical knowledge.
- Additional duties as assigned.
Knowledge, Skills, and/or Abilities:
- Health & Life Insurance License (RI) required, or willingness to obtain within 90 days of employment
- Employee benefits experience, insurance carrier or brokerage a plus
- Knowledge of group insurance products (Health, Dental, Life, etc.)
- Excellent communication and interpersonal skills including:
- Exceptional oral and written skills and ability to maintain a professional demeanor across various contexts
- Familiarity with sales or account management functions, with a strong emphasis on customer service and support.
- Familiarity with CRM systems and practices, experience with Salesforce is a plus.
- Self-motivated, able to work independently and take ownership of tasks
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
