Job Description:
The Employee Benefits Sales Executive at Pelnik Insurance is responsible for maintaining and maximizing profitable relationships with employee benefits clients and growing the book of business through new client sales.
Benefits/Perks:
Competitive Pay
Excellent Benefits Package
Professional Development
Job Stability in a growing industry
Responsibilities
- Identify, qualify, and develop employee benefits opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively partner, network, and plan for new clients and business opportunities.
- Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Maintain CE, participate in ongoing education, and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Review client audits, verify and facilitate corrections as needed.
Qualifications
- Hold the insurance license required by North Carolina and have a minimum of two years employee benefits account management experience, as well as a Bachelor’s Degree or comparable work experience.
- Possess a valid driver’s license and a source of reliable transportation.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
- Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and be proficient in technology and computer tools including agency management systems.
THE PELNIK DIFFERENCE – COMMITMENT
Let us begin with our commitment to exceed our customers’ expectations.
As part of the team at Pelnik Insurance, our commitment is to our customers, their families, their businesses, and their futures. Pelnik negotiates on their behalf with more than 100 insurance companies and numerous brokers to ensure the best coverages and programs for their businesses, homes, and autos. Their customized insurance products include personal, business, life, health and employee benefit coverages.
A History of Success
For more than 27 years, we’ve focused on personalized advice and risk management. This, coupled with our dedication to the highest standards of service, has earned us the honor of being the largest Independent Insurance Agency in Cary. In turn, we design a customized insurance program that best suits our customer needs by providing expertise in all forms of Property and Casualty insurance, Life insurance and Employee Benefits programs for individuals and companies of all sizes.
Best Places to Work in the Triangle
Pelnik Insurance has won the “Best Places to Work in the Triangle” award FIVE times. We provide the industry best tools for our team and a nurturing and supportive work environment to help them succeed. We have an excellent benefit package and a culture of teamwork and success.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.