We are seeking an Insurance Account Representative to initiate and manage relationships with our clients and broker consultants. As the Insurance Account Representative, you serve as the primary point of contact and lead, guiding the process from initial outreach through to the signing of the final contract.
Responsibilities include:
- Contact and pursue key broker relationships to generate leads for both Employee Navigator and PlanSource, bSwift ben admin systems, ACA Filings, and Managed Services.
- A confident and persuasive communicator with the ability to guide sales conversations and effectively influence others to support a product or idea.
- Network and collaborate effectively with partners and proactively engages both internal and external contacts to cultivate strong professional relationships.
- Use social media hubs like LinkedIn to source potential leads.
- Recognized as a subject matter expert, serving as a key resource for both internal and external partners seeking product knowledge and guidance.
- Understand all 4myBenefits products, their features, and differentiators, and clearly communicate this knowledge to customers.
- Capability to efficiently address and resolve customer inquiries and complaints is essential.
- Enter new broker and prospect contact data in Salesforce.
- Prepare proposals and coordinate demo scheduling.
- Lead demos, consult, and deliver sales solutions to clients.
- Follow up on emails regarding proposals and other information that would be pertinent to a potential sale.
- Must be able to analyze territory, market potential, and prioritize call patterns accordingly.
- Collaborate with the Sales Coordinator to ensure every potential new sale has a drafted
- Update Salesforce with proposal statuses, address changes, and terminated broker contacts, including BORs.
- Serve as the main contact and content developer for new Renewal Projects.
- Discover and pursue opportunities to upsell existing clients.
Skill Requirements:
- Bachelor's degree in business administration, marketing, or related field; preferred.
- 1-4 years of insurance industry experience; required.
- Ability to consistently negotiate prices and transaction terms between 4myBenefits and its clients; required.
- Insurance or healthcare industry knowledge; preferred.
- Ability to travel and stay overnight as needed.
- Excellent communication and organizational skills.
- Strong project management skills with the ability to prioritize and manage workload.
- Proficient in Microsoft Word, Excel, and PowerPoint.
About 4myBenefits
Founded in 1999, 4myBenefits is a leading provider of benefits administration and enrollment software. As a leader in the field, 4myBenefits works closely with over 1,000 midsize to large businesses, all across the country. Due to its high demand, 4myBenefits continues to grow as a business year over year.
To learn more about us and the services we provide, visit our website:
http://www.4mybenefits.com/
If you are ready for a new challenge and meet the qualifications outlined above apply online today! Be part of our future!
EEO/M/F/D/V. No third-party applications, please.
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What We Do
Since 2003, Clark Schaefer Consulting has been providing superior accounting, control and technology/cybersecurity services to the business community. The Firm has an established reputation for delivering outstanding and customizes solutions for a reasonable cost. Integrity, quality, respect, and innovation are all values that we deliver to our clients, and are therefore traits found in our employees. Subsequently, as a Firm, Clark Schaefer Business Advisors provide elite, next-level services to the largest and fastest growing companies within the marketplace. Dedicated to our client's success, we specialize in customizing scalable solutions and deliver superior results. While our reputation and history may open doors, it is our holistic approach and exceptional service that ensures we are invited back.
