About the role

  • Licensed Sales Engagement Specialist overseeing client and broker relationships at NFP. Driving business opportunities and managing account activities within the HealthSource RI for Employers State Exchange.

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.

Requirements

  • 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.)
  • 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

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs

Job title

Sales Engagement Specialist

Job type

Experience level

Mid levelSenior

Salary

$52,000 - $75,000 per year

Degree requirement

No Education Requirement

Location requirements

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