Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
About the role
- Sales Executive driving organic growth for HUB International through prospecting and client relations. Focused on building a book of business in local communities and fostering teamwork.
Responsibilities
- Prospect new business organically through various efforts including: cold-calling, networking, association memberships, social media, and more
- Maintain and accurate log of client information and prospecting efforts in relevant HUB systems, including CORE
- Meet established activity and sales goals, as agreed upon by the CSO
- Participates in the servicing of accounts, maintaining communications and collaboration with team members as necessary to retain and service our clients
- Attend appropriate and applicable educational opportunities as needed to maintain position knowledge and licensing
- Maintain positive relationships with carriers
- Perform all other duties as assigned
Requirements
- 2-year or 4-year degree preferred
- Sales, prospecting, and networking experience
- Ability to obtain required insurance licensing post-hire
- Willingness to make prospecting calls and network to acquire new business
- Disciplined, well organized, and self-motivated
- Ability to travel to client meetings, as needed
- Strong reading comprehension and analysis skills
- Strong written and oral communication skills
Benefits
- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan with company match
- Flexible Spending Accounts
- Health Savings Accounts with annual company contributions available
- Pet Insurance
- Comprehensive Sales Training Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Relaxed Dress for Your Day Dress-Code
- Service Awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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