Account Executive-Large Group

QuartzWaukesha, WI
Remote

About The Position

The Account Executive – Large Group is responsible for the sale of new fully insured and self-funded commercial business. This role also provides superior support service to employers and broker partners related to new business sales, installation of accounts, and other consultative and administrative support. The position offers the opportunity to work on a collaborative, innovative, and customer-centric team focused on delivering value and having fun. It allows the individual to represent an industry-leading insurance company and offers competitive base compensation plus a sales incentive bonus and a robust total rewards package.

Requirements

  • Bachelor’s degree in a business-related field with 5+ years of sales/service experience OR associate degree in a business field with 8+ years of sales/service experience OR high school equivalency with 11+ years of sales/service experience
  • Sales experience in the health insurance industry is strongly preferred
  • Effective communication and written skills, which include presentation and interpersonal skills
  • Understanding of the healthcare industry
  • Ability to provide superior levels of customer service
  • Ability to effectively manage a large workload and competing priorities to maintain positive customer experience and build strong relationships
  • Strong working knowledge of PCs and related applications (MS Office, knowledge of Salesforce or other CRM tools)
  • Understand how this role impacts Quartz’s customers (members, providers, agents, employers) and how to positively impact their experience
  • Knowledge of external broker agency market within the Quartz service area, ideally within Eastern or South-Central Wisconsin
  • Experience in selling self-funded health insurance to mid to large groups through external broker distribution channels is preferred
  • Ability to travel to off-site meetings, as required
  • Valid Life and Health Insurance License
  • Candidates must have access to high-speed, non-satellite Internet to successfully work from home.

Nice To Haves

  • Experience in selling self-funded health insurance to mid to large groups through external broker distribution channels is preferred

Responsibilities

  • Manage the quote process for all assigned new business accounts from RFP (Request for Proposal) through close of sale.
  • Partner with the team to build value-based solutions, create and present compelling sales strategies to meet broker and prospect needs, and execute follow-through to win new business accounts to attain sales goals.
  • Proactively initiate prospecting activities to generate new leads and increase the volume of new commercial sales opportunities.
  • Manage assigned agencies to grow current blocks of business and partner with new agencies to build sales strategies to support growth.
  • Develop effective business relationships with the organization’s brokers, agents, and team to meet or exceed new sales targets.
  • Employ consultative sales skills to influence the decision-making process of existing accounts.
  • Complete financial analyses as part of the RFP process to perform basic field underwriting and support internal risk assessment of prospects.
  • Implement new business accounts by managing the installation process, thoroughly completing new business paperwork, coordinating with other departments as needed, and facilitating the warm transfer to the assigned retention team when appropriate.
  • Represent Quartz in external events, such as industry-related networking events, corporate functions, charity sponsorships, business groups, and/or community events to support brand and market awareness.

Benefits

  • Competitive base compensation plus sales incentive bonus
  • Robust total rewards package
  • Opportunity for career advancement
  • Professional culture built on the foundations of Respect, Responsibility, Resourcefulness and Relationships
  • Hardware and equipment will be provided by the company
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