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Account Executive, My Benefit Advisor

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General Description: The Emerson Reid Account Executive will be responsible for driving continuous new business revenue growth as well as maintaining existing business revenue growth.


  • Develop positive business relationships with brokers, both new and existing, to ensure continued sales growth.
  • Demonstrate proficiency at the discovery process (sales due diligence) and conceptual presentation .promoting Emerson Reid's competitive products and services in a concise and persuasive manner.
  • Ability to develop and follow through on a sales business plan that includes prospecting strategies that can generate new broker leads and first appointments.
  • Prepare for and participate actively in sales meetings and 1:1 meetings with the sales manager.
  • Demonstrate strategic thinking and innovation based on insurance, market, carrier and product knowledge, to help guide the brokers through the complexities of health care reform.
  • Build and maintain strong relationships with carriers.
  • Strategize with the brokers on sales opportunities to grow the book of business.
  • Comply with CRM tasks to track appointments and appropriately label broker opportunities.
  • Assist with the service function for most important cases including responsibility for additional lines of business sales, case conservation, all renewal and service activities.

Knowledge, Skills and Abilities:

  • Demonstrated ability to sell new business and maintain positive broker relationships.
  • A positive, consultative sales approach.
  • Strong degree of self motivation.
  • Goal oriented.
  • High activity levels.
  • Excellent listening skills.
  • Ability to creatively and proactively problem-solve.
  • Ability to stay organized and focused in a busy environment.
  • Personable and credible.
  • Professional and dependable.
  • Strong understanding of Employee Benefits.
  • Familiarity with products, services, competitive offerings, market needs and industry trends.
  • Good understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc.
  • Experienced in Microsoft Office products including Word, Excel and PowerPoint.
  • Strong analytical skills; capable of using and interpreting benefit related facts and figures.
  • Bachelor's degree preferred.
  • Life, Accident & Health License is required.

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