Retail Sales Consultant with a focus on customer service and sales for Travelex. Engaging with customers and promoting travel money products at Cairns Airport.
About the role
- Employee Benefits Account Executive managing client strategies at HUB International. Leading account retention, business development, and guiding teams in insurance solutions.
Responsibilities
- Manage and retain assigned book of benefits accounts; provide oversight and direction to other assigned team members
- Be responsible for account retention that meets or exceeds annual goals
- Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
- Be knowledgeable of changes in the insurance industry; and regularly attend industry events, seminars, or conferences
- Intervene to resolve escalated and/or complex service issues
- Negotiate and advocate on clients’ behalf with insurance carrier representatives
- Appropriately document transactions with clients and carrier representatives
- Participate or assist in the new business process
- Work independently, as well as delegate workflow to the service team
- Review contracts, plan documents, and plan summaries for accuracy
- Prepare benchmark reporting
- Responsible for oversight of clients’ compliance needs
- Prepare and present presentation materials for all client meetings and direct team members’ roles within those presentations
Requirements
- 7+ years of relevant experience in employee benefits within a brokerage environment
- High school diploma required, college degree preferred
- Proficiency in MS Office
- Excellent written and oral communication skills
- Excellent organizational and prioritization skills
- High attention to detail essential
- Proven ability to work independently and take leadership on accounts
- Proven ability to support new business development
- Mastery presenting to clients and their employees
- Financial background or acumen preferred
- Ability to mentor other team members
- Professional designation(s) preferred
- Industry or community involvement preferred
- Life, Accident, and Health License
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales Consultant providing personal advice and selling exclusive lighting solutions in Occhio's Flagshipstore. Engaging with clients from private customers to architects in Hamburg.
Provide 1st - Level - Support for Infoma software modules focused on finance. Engage with clients, analyze inquiries, and document issues for escalation.
Customer Support Expert assisting users with financial software and solving client inquiries. Engaging in continuous professional development and contributing to teamwork in a hybrid environment.
Sales Executive expanding customer base in Switzerland for Fraud & AML solutions. Building strategic relationships with financial institutions to minimize risks and foster trust.
Sales Representative promoting innovative wound care products to doctors and care services in Berlin area. Achieving sales targets and enhancing customer relationships through training and presentations.
1st Level Support Expert providing customer assistance in finance software. Analyzing inquiries and supporting users while ensuring personal development through training opportunities.
Account Executive developing and retaining customer portfolio in the Benelux region for IP solutions. Managing complex sales processes and attending trade shows while liaising with corporate clients.
Sales Executive responsible for closing deals and managing pipelines in a tech - focused environment. Engaging key decision - makers and generating new business opportunities in the tech industry.
Kundenbetreuer*in im Bereich Betrieb New Energies bei Deutsche Kreditbank. Betreuung von Kreditverträgen und Entscheidungsträger für Kundenkredite bis €2,5 Mio.