Group Sales Support Account Executive
About The Position
The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services. Our Group Sales Support team works closely with Sales Representatives, broker partners, and carrier contacts to help ensure a smooth and effective experience with excellent service through the group sales process. As an Account Executive , you will work in coordination with designated Sales Reps to gather quotes on all size groups, provide spreadsheet comparisons on key accounts, and consult on group products and TCG services with our broker and carrier partners to help provide an excellent sales experience.
Requirements
- Bachelors Degree or equivalent experience in a related field
- Ability to multi-task and perform duties with a high attention to detail and deadlines
- Excellent communication and interpersonal skills as well as the ability to work in a team
- Competency in Microsoft Office products along with a knowledge of database systems
- Demonstrated proficiency of all parts of the position within four to six months
Responsibilities
- Consult and Collaborate: provide front line support for agent and carrier questions; consult and make informed recommendations to advisors on group coverage options; collaborate with Sales Reps throughout the pre-sale process; update Sales Reps on agents quote activity, potential sales opportunities, and any issues that arise
- Coordinate and Communicate: r eceive quote requests from Sales Reps or agents and prepare appropriate information for carriers; accurately and efficiently answer broker questions; follow up on outstanding quote requests and keep broker informed
- Synchronize Databases: utilize Monday.com, OneNote, and Salesforce to track workflow and maintain accurate, up-to-date information; produce updated spreadsheets for key agents and accounts
- Stay Current in Industry: m aintain knowledge of products; carriers; quoting requirements; group insurance underwriting and laws; commissions, licensing and appointment procedures; and Sales Reps guidelines for agent interaction; attend carrier seminars and trainings; participate in broker and group meetings with Sales Rep
Benefits
- Health, Dental, Vision, Life, and Disability insurance options
- 401K Retirement Plan with company contribution
- Paid Time Off (vacation and holidays)
- Employee Assistance Program
- Charitable Matching and Paid Community Service Time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
