Employee Benefit Consultant
Company Name:
Associated Bank
Title: Employee Benefit Consultant Location: Minnesota-Minnetonka
Works with company owner, presidents, CEO's, controller, human resources professionals, and executive directors on a daily basis tailoring insurance, employee benefit, financial programs, retirement plans and human resources programs. Spends a significant portion of their time seeking out new business. Acts as the quarterback on the service team to meet client expectations and retain clients.
KEY RESULT AREAS
Customer Retention
Cross-Sell
Deep Sell
New business development
Communication
Sales
JOB ACCOUNTABILITIES
Services existing book of business including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Hold a minimum of 3 face-to-face meetings with large clients. Work through their annual renewal by providing alternatives, shopping the market when necessary, etc. Provides telephone and e-mail support to smaller clients through their renewal and for on-going service work. Spends at least 50% of time outside of the office on sales and service activities.
Sources prospects through a variety of means which may include but not limited to cold calling, warm calling, referrals, and partnering with Business Development Representative. Holds introductory interviews with businesses and organizations using AFG's value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Time spent on these activities will be more significant while growing book of business.
On a continuing basis, participates in sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals.
Maintains a solid understanding of all AFG products and continually updates that knowledge.
Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow up requirements and being sure to use other tools like e-lines and The Update to maintain contact with customers and prospects.
Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets Sent Synergy expectations.
Completes weekly reports in a timely manner.
Bachelor's Degree or equivalent combination of education and experience Required
Less than 2 years Insurance Industry Experience Required
2-4 years Insurance Industry Sales Experience Preferred
Valid Driver's License by start date Required
Life, Accident and Health, Property and Casualty Insurance License within 3 months Required
Insurance Employee Benefit Consultant Minnesota-Minnetonka 1411762 Estimated Salary: $20 to $28 per hour based on qualifications.
Associated Bank
Title: Employee Benefit Consultant Location: Minnesota-Minnetonka
Works with company owner, presidents, CEO's, controller, human resources professionals, and executive directors on a daily basis tailoring insurance, employee benefit, financial programs, retirement plans and human resources programs. Spends a significant portion of their time seeking out new business. Acts as the quarterback on the service team to meet client expectations and retain clients.
KEY RESULT AREAS
Customer Retention
Cross-Sell
Deep Sell
New business development
Communication
Sales
JOB ACCOUNTABILITIES
Services existing book of business including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Hold a minimum of 3 face-to-face meetings with large clients. Work through their annual renewal by providing alternatives, shopping the market when necessary, etc. Provides telephone and e-mail support to smaller clients through their renewal and for on-going service work. Spends at least 50% of time outside of the office on sales and service activities.
Sources prospects through a variety of means which may include but not limited to cold calling, warm calling, referrals, and partnering with Business Development Representative. Holds introductory interviews with businesses and organizations using AFG's value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Time spent on these activities will be more significant while growing book of business.
On a continuing basis, participates in sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals.
Maintains a solid understanding of all AFG products and continually updates that knowledge.
Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow up requirements and being sure to use other tools like e-lines and The Update to maintain contact with customers and prospects.
Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets Sent Synergy expectations.
Completes weekly reports in a timely manner.
Bachelor's Degree or equivalent combination of education and experience Required
Less than 2 years Insurance Industry Experience Required
2-4 years Insurance Industry Sales Experience Preferred
Valid Driver's License by start date Required
Life, Accident and Health, Property and Casualty Insurance License within 3 months Required
Insurance Employee Benefit Consultant Minnesota-Minnetonka 1411762 Estimated Salary: $20 to $28 per hour based on qualifications.
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