BI
Brightway InsuranceSales Representative – 1099 Contractor
Sales Representative selling personal and commercial lines for Brightway Insurance. Generating leads and hitting sales targets while providing tailored insurance solutions to clients.
About the role
- Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients
- Helps to develop and implement client’s benefits strategies
- Prepares a plan for each account to identify what and how short and long term needs may be met
- Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements
- Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance
- Ensures all services are implemented according to established project plans and all client deliverables meet quality standards
- Acts as the “quarterback” directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables
- Ensures account team is executing deliverables according to standards and best practices
- Coaches and mentors the account team and provides direction to the team on: RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers
- Strategies for new and renewing plans
- Pre-renewal and renewal timelines, project plans, meetings and presentations
- Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement
- Offering and implementing value-added services
- Developing client’s 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution
- SPD wrap documents and 5500 filings
- Strategies and execution for ACA requirements, COVID and new administration legislation
- Provides Client’s experience reporting requirements
- Carrier and vendor management
- Communications
- All aspects of executing Open Enrollment
- Provides direction on contribution modeling with Benefit Analysts
- Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services
- Understands and can explain all aspects of carrier renewals for assigned clients
- Prepares and conducts financial, technical and product presentations and demonstrations.
- Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage)
- Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes
- Is well educated on all HUB products and services
- Coordinates with the producer on any out-of-scope services
Requirements
- 5+ years of related experience within a brokerage environment
- Experience supporting the small group market (100 lives and under)
- Self-funding experience is preferred
- Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables)
- Must hold a valid CA Life Agent license
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity and commissions for some positions
Job title
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Experience level
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